SEC 13F Intelligence

Managers / Q1 2025 · view latest →

EWA, LLC

CIK 0001835252 · 381 MANSFIELD AVE, SUITE 200A-B, PITTSBURGH, PA, 15220 · (412) 288-2363

Reported Value
$269M
Q1 2025
Positions
182
Filings on Record
14
2019–present window
Filed
Apr 22, 2025
original filing

Summary

Ewa, LLC reported $269M in U.S.-listed holdings across 182 positions for Q1 2025.

Its largest position, Ishares Tr, represents 11.9% of the portfolio.

Compared with Q4 2024, the fund opened 31 new positions and exited 10.

Portfolio Metrics

Turnover
+8.9%
vs prior filed quarter
Top-10 Concentration
+59.1%
share of reported value
Largest Position
+11.9%
Ishares Tr
New / Exited
31 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $135MQ1 ’23Q2 ’23: $146MQ3 ’23: $154MQ3 ’23Q4 ’23: $205MQ1 ’24: $223MQ1 ’24Q2 ’24: $241MQ3 ’24: $280MQ3 ’24Q4 ’24: $266MQ1 ’25: $269MQ1 ’25Q2 ’25: $318MQ3 ’25: $361MQ3 ’25Q4 ’25: $410MQ1 ’26: $441MQ1 ’26Q2 ’26: $548Mfilingsflow.com

Portfolio Composition

By security type
ETP: 74.4%Common Stock: 23.1%ADR: 1.5%Other: 0.9%REIT: 0.1%
  • ETP · 74.4% · $200M
  • Common Stock · 23.1% · $62M
  • ADR · 1.5% · $4M
  • Other · 0.9% · $2M
  • REIT · 0.1% · $243,922

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GILDGILEAD SCIENCES INCNEW+3.2K3.2K+$355,630$355,630
ISHARES TRNEW+3.3K3.3K+$265,867$265,867
PLTRPALANTIR TECHNOLOGIES INCNEW+3.0K3.0K+$257,167$257,167
EQTEQT CORPNEW+4.6K4.6K+$243,784$243,784
AEPAMERICAN ELEC PWR CO INCNEW+2.2K2.2K+$236,808$236,808
WMWASTE MGMT INC DELNEW+1.0K1.0K+$236,305$236,305
CITCINTAS CORPNEW+1.1K1.1K+$229,739$229,739
ORLYOREILLY AUTOMOTIVE INCNEW+159159+$227,780$227,780

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

29 positions
#IssuerClass% PortfolioValueShares
1TLHISHARES TRS&P 500 GRWT ETF · U S EQUITY FACTR · MSCI USA QLT FCT · S&P 500 VAL ETF · CORE TOTAL USD · CORE S&P MCP ETF · CORE S&P500 ETF · CORE MSCI EAFE · U.S. TECH ETF · 10-20 YR TRS ETF · CORE S&P SCP ETF · ISHARES SEMICDTR · RUS 1000 GRW ETF · MSCI USA MIN VOL · S&P 100 ETF · CONV BD ETF · EAFE VALUE ETF59.75%$161M1.69M
2ISHARES INCMSCI EMRG CHN · CORE MSCI EMKT4.57%$12M223.8K
3AAPLAPPLE INChistory →COM2.66%$7M32.3K
4VUGVANGUARD INDEX FDSS&P 500 ETF SHS · GROWTH ETF · SMALL CP ETF · TOTAL STK MKT2.35%$6M16.8K
5INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM2.03%$5M59.0K
6AMZNAMAZON COM INChistory →COM2.01%$5M28.4K
7NVDANVIDIA CORPORATIONhistory →COM1.84%$5M45.7K
8METAMETA PLATFORMS INChistory →CL A1.61%$4M7.5K
9MSFTMICROSOFT CORPhistory →COM1.43%$4M10.3K
10IAU*ISHARES GOLD TRISHARES NEW0.88%$2M40.1K
11VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF0.72%$2M16.7K
12GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.69%$2M12.0K
13TSLATESLA INCCOM0.66%$2M6.9K
14BLACKROCK ETF TRUST IIISHARES FLEXIBLE0.59%$2M30.2K
15COSTCOSTCO WHSL CORP NEWCOM0.53%$1M1.5K
16BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.44%$1M2.2K
17AVGOBROADCOM INCCOM0.44%$1M7.1K
18LLYELI LILLY & COCOM0.43%$1M1.4K
19JPMJPMORGAN CHASE & CO.COM0.42%$1M4.6K
20SPDR SER TRPORT MTG BK ETF0.41%$1M49.7K
21MITSUBISHI UFJ FINL GROUP INSPONSORED ADS0.33%$899,40666.0K
22VVISA INCCOM CL A0.33%$886,7272.5K
23WMTWALMART INCCOM0.28%$748,8288.5K
24NDQINVESCO QQQ TRUNIT SER 10.27%$734,6461.6K
25EXMOCEXXON MOBIL CORPCOM0.26%$696,7435.9K
26CSCOCISCO SYS INCCOM0.26%$691,68211.2K
27SPDR S&P 500 ETF TRTR UNIT0.26%$691,5641.2K
28NFLXNETFLIX INCCOM0.24%$649,041696
29MAMASTERCARD INCORPORATEDCL A0.24%$634,5211.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$548M332Jul 14, 202613F-HRchanges · EDGAR ↗
Q1 2026$441M281Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$410M271Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$361M230Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$318M219Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$269M182Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$266M162Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$280M168Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$241M158Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$223M147May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$205M143Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$154M115Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$146M95Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$135M85May 16, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.