1y return+21.6%S&P 500 +20.9%
3y return+63.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $170 against $182 in the S&P 500.2
Ewa, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $81.5M | 14.9% | +30.2% |
| IVWIshares Tr | $38.4M | 7.0% | |
| IVEIshares Tr | $32.2M | 5.9% | −8.9% |
| DYNFBlackrock Etf Trust | $25.9M | 4.7% | −7.6% |
| IEMGIshares Inc | $22.6M | 4.1% | |
| AAPLApple Inc | $15.4M | 2.8% | +2.6% |
| IUSBIshares Tr | $14.7M | 2.7% | +15.5% |
| NVDANvidia Corporation | $14.0M | 2.5% | −6.8% |
| SHLDGlobal X Fds | $10.2M | 1.9% | +31.4% |
| BAIBlackrock Etf Trust | $9.8M | 1.8% | −18.9% |
| IJHIshares Tr | $8.0M | 1.5% | +2.4% |
| IEFAIshares Tr | $8.0M | 1.5% | −3.8% |
| CGNGCapital Group New Geography | $7.5M | 1.4% | +8.8% |
| AVEMAmerican Centy Etf Tr | $7.5M | 1.4% | −34.5% |
| SOXXIshares Tr | $7.1M | 1.3% | −16.8% |
| TLHIshares Tr | $7.1M | 1.3% | +8.0% |
| AMZNAmazon Com Inc | $7.0M | 1.3% | +13.3% |
| LRGFIshares Tr | $6.9M | 1.3% | +3.3% |
| GOOGAlphabet Inc | $6.0M | 1.1% | +9.6% |
| MUMicron Technology Inc | $5.7M | 1.0% | +19.9% |
| CGDVCapital Group Dividend Value | $5.5M | 1.0% | −42.2% |
| MSFTMicrosoft Corp | $5.3M | 1.0% | +1.8% |
| VOOVanguard Index Fds | $4.7M | 0.9% | |
| SPYState Str Spdr S&p 500 Etf T | $4.7M | 0.9% | |
| AVGOBroadcom Inc | $4.3M | 0.8% | +11.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $14.0M |
| AMDAdvanced Micro Devices Inc | September 30, 2023 | +465.0% | $2.5M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $4.3M |
| LLYEli Lilly & Co | March 31, 2023 | +249.3% | $3.2M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $4.0M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $6.0M |
| SOXXIshares Tr | December 31, 2023 | +233.7% | $7.1M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $3.6M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $2.3M |
| IYWIshares Tr | June 30, 2023 | +131.7% | $3.7M |
Sold off last quarter
- VCRBVanguard Malvern Fds was $357K
- ICEIntercontinental Exchange In was $294K
- Honeywell Intl IncCUSIP 438516106 was $292K
- CMECme Group Inc was $247K
- TMOThermo Fisher Scientific Inc was $233K
- LOWLowes Cos Inc was $216K
- CACICaci Intl Inc was $215K
- SYKStryker Corporation was $215K
- UBERUber Technologies Inc was $214K
- EXCExelon Corp was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +11.4% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ewa, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1835252&type=13F-HR&dateb=&owner=include&count=40CIK 1835252
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1835252/000183525226000003/Filed July 14, 2026 · accession 0001835252-26-000003