13F Filings History of Endowment Wealth Management, Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$217,607,965
Signature - Title
Timothy J. Landolt - Chief Compliance Officer
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by Endowment Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Endowment Wealth Management, Inc. reported 151 stock holdings with total value $217,607,965 as of Q4 2025. Top holdings included PSP, ITOT, VTI, NVDA, and COWZ.

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Holdings Value

List of Other Managers Reporting for Endowment Wealth Management, Inc.:

Name Holdings Value Location File Number
ENVESTNET ASSET MANAGEMENT INC $337,094,825,788 Chicago, IL 028-13411
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 151 $217,607,965 +$45,066,736 -$40,987,016 +$4,079,720 PSP, ITOT, VTI, NVDA, COWZ 13F-HR 09 Feb 2026, 15:32
Q3 2025 156 $220,311,764 +$25,509,011 -$3,395,838 +$22,113,173 CRCL, PSP, VTI, NVDA, ITOT 13F-HR 06 Nov 2025, 12:13
Q2 2025 157 $193,953,684 +$31,546,860 -$5,024,571 +$26,522,289 CRCL, PSP, VTI, ITOT, QAI 13F-HR 25 Jul 2025, 17:23
Q1 2025 149 $155,426,739 +$15,153,623 -$5,191,935 +$9,961,688 PSP, VTI, QAI, ITOT, IUSG 13F-HR 09 May 2025, 14:04
Q4 2024 138 $148,857,925 +$18,165,541 -$23,918,484 -$5,752,943 PSP, VTI, ITOT, QAI, WST 13F-HR 07 Feb 2025, 16:50
Q3 2024 137 $152,045,158 +$10,216,752 -$4,501,853 +$5,714,899 PSP, VTI, QAI, ITOT, PLTR 13F-HR 06 Nov 2024, 11:44
Q2 2024 131 $137,254,640 +$6,421,503 -$2,527,700 +$3,893,803 PSP, QAI, ITOT, VTI, WST 13F-HR 01 Aug 2024, 16:55
Q1 2024 131 $133,540,011 +$17,047,973 -$11,687,181 +$5,360,792 PSP, QAI, VTI, ITOT, WST 13F-HR 08 May 2024, 15:30
Q4 2023 132 $120,208,410 +$6,841,933 -$6,704,964 +$136,969 PSP, QAI, WST, VTI, ITOT 13F-HR 07 Feb 2024, 10:34
Q3 2023 129 $111,385,487 +$17,839,706 -$13,526,545 +$4,313,161 PSP, QAI, WST, VTI, PLTR 13F-HR 30 Oct 2023, 17:46
Q2 2023 137 $109,152,853 +$5,297,416 -$1,365,793 +$3,931,623 PSP, QAI, WST, VTI, ITOT 13F-HR 10 Aug 2023, 14:20
Q1 2023 132 $99,503,974 +$15,691,163 -$12,044,470 +$3,646,693 PSP, QAI, WST, VTI, IEFA 13F-HR 10 May 2023, 13:56
Q4 2022 131 $90,861,117 +$7,583,364 -$3,426,506 +$4,156,858 PSP, QAI, VTI, WST, ITOT 13F-HR 13 Feb 2023, 16:17
Q3 2022 118 $82,469,000 +$5,881,968 -$710,767 +$5,171,201 PSP, QAI, VTI, WST, ITOT 13F-HR 10 Nov 2022, 18:38
Q2 2022 113 $83,002,000 +$6,831,859 -$3,773,384 +$3,058,475 PSP, QAI, WST, VTI, IEFA 13F-HR 15 Aug 2022, 14:54
Q1 2022 123 $95,124,000 +$9,918,937 -$6,376,985 +$3,541,952 PSP, WST, QAI, VTI, ITOT 13F-HR 04 May 2022, 16:45
Q4 2021 122 $98,917,000 $0 $0 $0 PSP, WST, QAI, VTI, ITOT 13F-HR 11 Feb 2022, 17:27