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Ewa, LLC

SEC CIK
0001835252
Latest filing
Jul 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 10, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
93
+10 vs. Q1 2023
Portfolio value
$145.9M
+$11.4M (+8.5%) vs. Q1 2023
Filed
Aug 10, 2023
SEC
Holdings of Ewa, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Dividend Appreciation ETF921908844ETF160,780$26.1M17.9%+7,043+4.6%Added–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF207,651$14.0M9.6%+11,293+5.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF52,749$13.8M9.5%+3,119+6.3%Added–
iShares Core MSCI Eafe ETF46432F842ETF118,948$8.03M5.5%+843+0.7%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF103,928$7.72M5.3%+4,232+4.2%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF50,266$7.25M5.0%+1,981+4.1%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF39,057$6.46M4.4%+2,160+5.9%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF130,594$6.44M4.4%−7,346−5.3%Reduced–
iShares Tr464288646ISHS 1-5YR INVS104,507$5.24M3.6%+6,097+6.2%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF50,794$4.98M3.4%+2,936+6.1%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF35,551$4.79M3.3%+2,391+7.2%Added–
Vanguard Morningstar Growth ETF922908736ETF16,754$4.74M3.2%+410+2.5%Added–
iShares Inc464286533MSCI EMERG MRKT69,656$3.83M2.6%+3,468+5.2%Added–
Vanguard S&P 500 ETF922908363ETF7,896$3.22M2.2%+32+0.4%Added–
State Street Materials Select Sector SPDR ETF81369Y100ETF31,352$2.60M1.8%+1,800+6.1%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD34,561$1.74M1.2%−92−0.3%Reduced–
Vanguard Total World Stock ETF922042742ETF17,329$1.68M1.2%+116+0.7%Added–
AAPLApple Inc.Stock7,990$1.55M1.1%+404+5.3%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF15,548$1.10M0.8%+129+0.8%Added–
iShares Russell 1000 Growth ETF464287614ETF3,714$1.02M0.7%+11+0.3%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD9,551$722.6K0.5%+25+0.3%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,897$665.5K0.5%+44+1.5%Added–
AMZNAmazon Com IncStock4,989$650.4K0.4%+19+0.4%AddedHistory
MSFTMicrosoft CorpStock1,891$644.0K0.4%+46+2.5%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS84,231$620.8K0.4%−10,772−11.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,325$587.4K0.4%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,036$584.3K0.4%+24+1.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF2,915$579.7K0.4%+11+0.4%Added–
ALVAutoliv IncCOM6,761$574.9K0.4%−1,571−18.9%ReducedHistory
COSTCostco Wholesale CorpStock1,037$558.4K0.4%+133+14.7%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,433$529.5K0.4%−61−4.1%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F8,264$463.5K0.3%+90+1.1%Added–
Advisorshares Tr00768Y453PURE US CANN ETF81,039$449.0K0.3%00.0%Unchanged–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,089$429.9K0.3%−71−3.3%Reduced–
CHTChunghwa Telecom Co LtdSPON ADR NEW1111,309$421.7K0.3%+1,180+11.6%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF5,449$409.9K0.3%+14+0.3%Added–
NVDANVIDIA CorpStock923$390.6K0.3%+13+1.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,685$371.2K0.3%+6+0.4%Added–
LLYEli Lilly & CoStock739$346.5K0.2%+38+5.4%AddedHistory
ACNAccenture plcStock1,087$335.5K0.2%+240+28.3%AddedHistory
VVisa Inc.Stock1,366$324.3K0.2%+3+0.2%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,584$297.9K0.2%+83+5.5%AddedHistory
CRMSalesforce, Inc.Stock1,405$296.8K0.2%+53+3.9%AddedHistory
BRK.BBerkshire Hathaway IncStock841$286.8K0.2%+133+18.8%AddedHistory
ORCLOracle CorpStock2,405$286.4K0.2%+14+0.6%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF2,709$281.8K0.2%+4+0.1%Added–
iShares Core S&P 500 ETF464287200ETF618$275.6K0.2%+1+0.2%Added–
WSTWest Pharmaceutical Services IncCOM714$273.1K0.2%+2+0.3%AddedHistory
DSGXDescartes Systems Group IncCOM3,337$267.3K0.2%+5+0.2%AddedHistory
XOMExxonMobil Holdings CorpCOM2,482$266.2K0.2%−5−0.2%ReducedHistory
MSIMotorola Solutions, Inc.Stock897$263.2K0.2%+71+8.6%AddedHistory
VRSNVerisign IncCOM1,164$263.0K0.2%+211+22.1%AddedHistory
TSLATesla, Inc.Stock981$256.8K0.2%+981NewHistory
GOOGAlphabet Inc.Stock2,117$256.1K0.2%+173+8.9%AddedHistory
iShares Russell 1000 Value ETF464287598ETF1,605$253.4K0.2%+6+0.4%Added–
ADBEAdobe Inc.Stock517$252.8K0.2%+517NewHistory
Vanguard World FD921910873MEGA CAP INDEX1,614$252.5K0.2%+6+0.4%Added–
RMBSRambus IncCOM3,846$246.8K0.2%+3,846NewHistory
HSYHershey CoCOM982$245.2K0.2%+982NewHistory
GOOGLAlphabet Inc.Stock2,029$242.9K0.2%+179+9.7%AddedHistory
WMTWalmart Inc.Stock1,544$242.7K0.2%+186+13.7%AddedHistory
AVGOBroadcom Inc.Stock278$241.5K0.2%+278NewHistory
PGProcter & Gamble CoStock1,537$233.2K0.2%+46+3.1%AddedHistory
iShares Tr464287721U.S. TECH ETF2,080$226.4K0.2%+2,080New–
Vanguard Morningstar Value ETF922908744ETF1,544$219.4K0.2%+8+0.5%Added–
JPMJPMorgan Chase & CoStock1,499$218.0K0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT1,751$214.8K0.1%−210−10.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW619$211.7K0.1%+619NewHistory
JNJJohnson & JohnsonStock1,266$209.6K0.1%+1,266NewHistory
INTUIntuit Inc.Stock453$207.6K0.1%−24−5.0%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock1,500$204.0K0.1%+1,500NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR21,804$187.5K0.1%+26+0.1%AddedHistory
AQNAlgonquin Power & Utilities Corp.COM15,840$130.8K0.1%+820+5.5%AddedHistory
ARLOArlo Technologies, Inc.COM11,176$121.9K0.1%+11,176NewHistory
HOSHornbeck Offshore Services, Inc.Stock15,510$114.5K0.1%+182+1.2%AddedHistory
BBDBank BradescoSP ADR PFD NEW30,288$104.8K0.1%+30,288NewHistory
SHOSunstone Hotel Investors, Inc.COM10,238$103.6K0.1%−125−1.2%ReducedHistory
MFGMizuho Financial Group IncSPONSORED ADR32,070$98.5K0.1%+761+2.4%AddedHistory
SYSo-Young International Inc.SPONSORED ADS46,902$86.3K0.1%−101−0.2%ReducedHistory
BBBLACKBERRY LtdCOM12,356$68.3K<0.1%+674+5.8%AddedHistory
HUYAHUYA Inc.ADS REP SHS A17,657$63.2K<0.1%+470+2.7%AddedHistory
DOYUDouYu International Holdings LtdSPONSORED ADS56,231$59.0K<0.1%−28,552−33.7%ReducedHistory
KGCKinross Gold CorpCOM11,347$54.1K<0.1%+57+0.5%AddedHistory
MESOMesoblast LtdSPONS ADR11,493$44.9K<0.1%+463+4.2%AddedHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT12,320$40.7K<0.1%−7,256−37.1%ReducedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS15,226$32.7K<0.1%−2,027−11.7%ReducedHistory
MATHMetalpha Technology Holding LtdSHS18,207$22.6K<0.1%+18,207NewHistory
CGENCompugen LtdORD19,320$22.0K<0.1%+2,271+13.3%AddedHistory
WIMIWiMi Hologram Cloud Inc.SPON ADS CL B19,980$22.0K<0.1%+323+1.6%AddedHistory
PYPDPolyPid Ltd.SHS37,113$13.5K<0.1%+37,113NewHistory
TCToken Cat LtdADS NEW24,119$12.1K<0.1%−20,117−45.5%ReducedHistory
DMSDigital Media Solutions, Inc.COM CL A11,228$3.70K<0.1%+11,228NewHistory
Siyata Mobile Inc83013Q509COM NEW13,368$727<0.1%+13,368New–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ewa, LLC in Q2 2023
SecurityClassPutsCalls
Advisorshares Tr00768Y453PURE US CANN ETF–$51.3K

Sold out since Q1 2023 (5)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Ewa, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
AIRCApartment Income REIT Corp.COM5,884$209.9K0.2%History
NVONovo Nordisk A SADR1,196$204.9K0.2%History
SANBanco Santander, S.A.ADR12,097$40.9K<0.1%History
Credit Suisse Group225401108SPONSORED ADR12,238$10.3K<0.1%–
SOLOElectrameccanica Vehicles Corp.COM NEW11,135$5.46K<0.1%History