13F Filings History of Ellsworth Advisors, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$504,973,054
Signature - Title
Michelle Schwab - Chief Compliance Officer
Location
Hudson, OH
Summary
This page shows a list of all the recent 13F filings made by Ellsworth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ellsworth Advisors, LLC reported 165 stock holdings with total value $504,973,054 as of Q4 2025. Top holdings included GLD, NVDA, HGER, FTSM, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 165 $504,973,054 +$64,315,159 -$53,011,237 +$11,303,922 GLD, NVDA, HGER, FTSM, AAPL 13F-HR 16 Jan 2026, 11:20
Q3 2025 164 $468,687,349 +$103,398,943 -$82,799,676 +$20,599,267 GLD, CLS, NVDA, FTSM, AAPL 13F-HR 16 Oct 2025, 13:23
Q2 2025 156 $410,859,976 +$112,451,887 -$98,085,389 +$14,366,498 NVDA, GLD, FTSM, CLS, HGER 13F-HR 23 Jul 2025, 11:25
Q1 2025 168 $381,141,149 +$132,660,254 -$129,803,757 +$2,856,497 GLD, FTSM, NVDA, AAPL, JNJ 13F-HR 28 May 2025, 11:36
Q4 2024 164 $381,504,895 +$114,617,194 -$112,005,286 +$2,611,908 GLD, FTSM, NVDA, AAPL, PKG 13F-HR 16 Jan 2025, 10:47
Q3 2024 175 $386,185,997 +$62,999,650 -$62,267,724 +$731,926 GLD, GIS, FTSM, PSA, AAPL 13F-HR 16 Oct 2024, 15:28
Q2 2024 177 $358,694,758 +$44,747,402 -$30,779,413 +$13,967,989 GLD, FTSM, ETN, MRK, AAPL 13F-HR 18 Jul 2024, 10:18
Q1 2024 170 $348,504,128 +$76,676,051 -$59,042,513 +$17,633,538 CAT, GLD, FTSM, ETN, MRK 13F-HR 15 Apr 2024, 10:01
Q4 2023 161 $316,019,005 +$49,424,820 -$38,917,491 +$10,507,329 GLD, CAT, FTSM, ETN, AAPL 13F-HR 18 Jan 2024, 09:24
Q3 2023 163 $281,365,936 +$52,633,982 -$52,810,125 -$176,143 GLD, FTSM, V, AAPL, ETN 13F-HR 20 Oct 2023, 10:28
Q2 2023 159 $290,180,500 +$54,324,079 -$54,688,944 -$364,865 GLD, FTSM, V, AAPL, ETN 13F-HR 24 Jul 2023, 10:23
Q1 2023 159 $283,910,607 +$48,860,535 -$36,260,937 +$12,599,598 GLD, SPC, V, AAPL, YEAR 13F-HR 12 Apr 2023, 14:50
Q4 2022 160 $266,026,863 +$34,665,046 -$25,361,788 +$9,303,258 GLD, SPC, V, MRK, YEAR 13F-HR 19 Jan 2023, 14:38
Q3 2022 141 $233,567,000 +$18,467,296 -$15,192,392 +$3,274,904 SPC, GLD, FTSM, V, AAPL 13F-HR 20 Oct 2022, 13:04
Q2 2022 138 $247,715,000 +$25,071,674 -$32,758,651 -$7,686,977 SPC, GLD, V, FTSM, VZ 13F-HR 25 Jul 2022, 10:07
Q1 2022 140 $281,406,000 +$65,251,457 -$44,915,453 +$20,336,004 SPC, GLD, MRK, V, AAPL 13F-HR 21 Apr 2022, 10:13
Q4 2021 145 $270,361,000 +$83,142,982 -$46,138,372 +$37,004,610 SPC, GLD, AAPL, MRK, CSCO 13F-HR 18 Jan 2022, 11:04
Q3 2021 146 $219,325,000 +$39,031,844 -$20,833,694 +$18,198,150 GLD, GBIL, AAPL, MRK, FTSM 13F-HR 18 Oct 2021, 10:43
Q2 2021 147 $204,612,000 +$61,379,660 -$30,239,424 +$31,140,236 GLD, GBIL, AAPL, MITAU, FTSM 13F-HR 19 Jul 2021, 11:05
Q1 2021 139 $166,199,000 +$42,784,709 -$17,454,411 +$25,330,298 GLD, GBIL, AAPL, FTSM, CSCO 13F-HR 21 Apr 2021, 14:47
Q4 2020 122 $137,983,000 +$39,376,306 -$9,369,743 +$30,006,563 GLD, GBIL, AAPL, FTSM, FFEB 13F-HR 03 Feb 2021, 12:58
Q3 2020 86 $100,146,000 +$10,901,665 -$4,401,791 +$6,499,874 GLD, AAPL, GBIL, FTSM, FFEB 13F-HR 03 Feb 2021, 10:55
Q2 2020 76 $91,317,000 $0 $0 $0 AAPL, GLD, GBIL, FFEB, FTSM 13F-HR 03 Feb 2021, 12:23