Faithward Advisors, LLC — 13F Holdings & Portfolio

CIK 1695078 · latest 13F-HR filed 2026-04-17

Faithward Advisors, LLC manages $700.9M in 13F-reported U.S. long-equity assets across 326 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IBD (5.66%), GLRY (3.93%), IAU (2.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 82, added to 126, and trimmed 64.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$700.9M

Long-equity book

Holdings

326

Distinct positions

Period

2026-03-31

Filed 2026-04-17

Q/Q Activity

+16 / −82 / ↑126 / ↓64

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMTD DIGITAL INC$13.5M +66321.0%
  • BRISTOL-MYERS SQUIBB CO$10.6M +4089.5%
  • US BANCORP$6.6M +2667.9%
  • UNITED STATES ANTIMONY CORP$6.6M +556.7%
  • ILLINOIS TOOL WKS INC$6.3M +1125.1%
Show all 126

Top Trims

  • PALANTIR TECHNOLOGIES INC-$4.1M -20.8%
  • VEEVA SYS INC-$4.0M -93.0%
  • SHOPIFY INC-$2.8M -26.8%
  • CONSTELLATION ENERGY CORP-$2.7M -50.8%
  • XOMETRY INC-$2.5M -18.6%
Show all 64

New Positions

  • KINDER MORGAN INC DEL$9.4M
  • AMERICA MOVIL SAB DE CV$4.7M
  • FIGURE TECHNOLOGY SOLUTIO$1.9M
  • ISHARES TR$1.3M
  • PHILIP MORRIS INTL INC$839.7K
Show all 16

Exited Positions

  • APPLE INC$13.2M
  • BROADCOM INC$9.6M
  • KLA CORP$7.7M
  • INCYTE CORP$5.4M
  • AMKOR TECHNOLOGY INC$5.2M
Show all 82
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NORTHERN LTS FD TR IV IBD 66538H633 $39.6M 5.66% 1,661,706 SH
2 NORTHERN LTS FD TR IV GLRY 66538H369 $27.5M 3.93% 741,581 SH
3 ISHARES GOLD TR IAU 464285204 $20.6M 2.94% 233,729 SH
4 BLACKROCK ETF TRUST II BINC 092528603 $20.4M 2.91% 392,844 SH
5 ETF OPPORTUNITIES TRUST DYFI 26923N660 $19.8M 2.82% 870,735 SH
6 NORTHERN LTS FD TR IV WWJD 66538H419 $16.6M 2.37% 444,041 SH
7 STRATEGY SHS ELCV 86280R811 $15.8M 2.26% 545,800 SH
8 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $15.6M 2.23% 106,779 SH
9 NVIDIA CORPORATION NVDA 67066G104 $12.9M 1.84% 74,104 SH
10 AMTD DIGITAL INC HKD 00180N101 $12.0M 1.71% 47,339 SH
11 ETF OPPORTUNITIES TRUST GLDB 26923Q127 $11.9M 1.70% 504,058 SH
12 BRISTOL-MYERS SQUIBB CO BMY 110122108 $10.3M 1.47% 33,370 SH
13 ISHARES SILVER TR SLV 46428Q109 $9.2M 1.32% 135,663 SH
14 KINDER MORGAN INC DEL KMI 49456B101 $9.1M 1.30% 6,202 SH
15 XOMETRY INC XMTR 98423F109 $9.0M 1.28% 220,008 SH
16 CATERPILLAR INC CAT 149123101 $9.0M 1.28% 12,678 SH
17 VANGUARD BD INDEX FDS BND 921937835 $8.7M 1.25% 118,679 SH
18 TIMOTHY PLAN TPLC 887432359 $8.6M 1.23% 185,236 SH
19 CLOUDFLARE INC NET 18915M107 $8.2M 1.17% 39,722 SH
20 TIMOTHY PLAN TPSC 887432342 $7.8M 1.12% 184,261 SH
21 VERTIV HOLDINGS CO VRT 92537N108 $7.8M 1.11% 30,960 SH
22 SHOPIFY INC SHOP 82509L107 $7.5M 1.07% 63,447 SH
23 ARISTA NETWORKS INC ANET 040413205 $6.9M 0.98% 56,139 SH
24 ASML HLDG NV ASML N07059210 $6.7M 0.96% 5,079 SH
25 US BANCORP USB 902973304 $6.6M 0.94% 8,326 SH
26 TECHNIPFMC PLC FTI G87110105 $6.5M 0.93% 93,923 SH
27 ISHARES TR SGOV 46436E718 $6.4M 0.92% 63,835 SH
28 HUNTINGTON INGALLS INDS INC HII 446413106 $6.0M 0.86% 15,828 SH
29 VANGUARD INDEX FDS VTI 922908769 $6.0M 0.85% 18,605 SH
30 AMGEN INC AMGN 031162100 $5.9M 0.84% 131,027 SH
31 CAMECO CORP CCJ 13321L108 $5.7M 0.81% 52,502 SH
32 JAZZ PHARMACEUTICALS PLC JAZZ G50871105 $5.6M 0.81% 29,875 SH
33 UNITED STATES ANTIMONY CORP UAMY 911549103 $5.5M 0.79% 122,712 SH
34 ILLINOIS TOOL WKS INC ITW 452308109 $5.3M 0.76% 56,699 SH
35 SPDR SERIES TRUST SPYG 78464A409 $5.3M 0.76% 54,238 SH
36 NUTRIEN LTD NTR 67077M108 $5.0M 0.71% 66,276 SH
37 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $5.0M 0.71% 74,113 SH
38 ISHARES TR IVW 464287309 $4.9M 0.70% 43,420 SH
39 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $4.7M 0.68% 7,990 SH
40 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $4.7M 0.67% 19,711 SH
41 RTX CORPORATION RTX 75513E101 $4.5M 0.64% 8,305 SH
42 NATERA INC NTRA 632307104 $4.4M 0.63% 22,157 SH
43 VANGUARD INDEX FDS VOO 922908363 $4.4M 0.63% 7,402 SH
44 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.4M 0.62% 18,021 SH
45 SPDR SERIES TRUST SPTS 78468R101 $4.4M 0.62% 149,233 SH
46 CROWDSTRIKE HLDGS INC CRWD 22788C105 $4.4M 0.62% 11,145 SH
47 FIRST TR EXCHNG TRADED FD VI FDEC 33740U505 $4.3M 0.61% 85,610 SH
48 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.1M 0.59% 4,146 SH
49 TELEDYNE TECHNOLOGIES INC TDY 879360105 $3.6M 0.51% 5,943 SH
50 GENERAC HLDGS INC GNRC 368736104 $3.6M 0.51% 18,240 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-17 $700.9M 326 0001398344-26-006628
2025-12-31 2026-02-17 $682.1M 327 0001398344-26-003170