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Ewa, LLC

SEC CIK
0001835252
Latest filing
Jul 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 15, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
113
+20 vs. Q2 2023
Portfolio value
$154.3M
+$8.42M (+5.8%) vs. Q2 2023
Filed
Nov 15, 2023
SEC
Holdings of Ewa, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Dividend Appreciation ETF921908844ETF163,318$26.0M16.8%+2,538+1.6%Added–
iShares Core S&P Mid-Cap ETF464287507ETF60,219$14.6M9.5%+7,470+14.2%Added–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF189,057$12.4M8.0%−18,594−9.0%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF122,387$7.91M5.1%+3,439+2.9%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF105,629$7.81M5.1%+1,701+1.6%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF46,159$6.81M4.4%−4,107−8.2%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF42,379$6.61M4.3%+3,322+8.5%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF40,705$5.60M3.6%+5,154+14.5%Added–
iShares Tr464288646ISHS 1-5YR INVS109,973$5.49M3.6%+5,466+5.2%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF111,444$5.35M3.5%−19,150−14.7%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF56,586$5.32M3.4%+5,792+11.4%Added–
Vanguard Morningstar Growth ETF922908736ETF15,943$4.60M3.0%−811−4.8%Reduced–
Vanguard S&P 500 ETF922908363ETF8,323$3.37M2.2%+427+5.4%Added–
iShares Tr46434V456MSCI INTL QUALTY93,062$3.19M2.1%+93,062New–
State Street Materials Select Sector SPDR ETF81369Y100ETF35,805$2.77M1.8%+4,453+14.2%Added–
iShares Inc464286533MSCI EMERG MRKT47,677$2.54M1.6%−21,979−31.6%Reduced–
iShares Inc46434G764MSCI EMRG CHN42,574$2.16M1.4%+42,574New–
Vanguard Total World Stock ETF922042742ETF17,473$1.65M1.1%+144+0.8%Added–
AAPLApple Inc.Stock8,383$1.55M1.0%+393+4.9%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD27,079$1.32M0.9%−7,482−21.6%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF16,134$1.06M0.7%+586+3.8%Added–
iShares Russell 1000 Growth ETF464287614ETF3,702$1.04M0.7%−12−0.3%Reduced–
AMZNAmazon Com IncStock6,760$963.9K0.6%+1,771+35.5%AddedHistory
MSFTMicrosoft CorpStock2,239$820.9K0.5%+348+18.4%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD9,684$728.6K0.5%+133+1.4%Added–
METAMeta Platforms, Inc.Stock2,203$725.2K0.5%+167+8.2%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS85,538$707.4K0.5%+1,307+1.6%AddedHistory
COSTCostco Wholesale CorpStock1,219$704.9K0.5%+182+17.6%AddedHistory
ALVAutoliv IncCOM6,474$628.6K0.4%−287−4.2%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,958$606.3K0.4%+61+2.1%Added–
NVDANVIDIA CorpStock1,206$586.5K0.4%+283+30.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,331$585.8K0.4%+6+0.5%AddedHistory
Advisorshares Tr00768Y453PURE US CANN ETF81,039$551.1K0.4%00.0%Unchanged–
Invesco QQQ Trust Series I46090E103ETF1,447$545.9K0.4%+14+1.0%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF2,926$536.1K0.3%+11+0.4%Added–
LLYEli Lilly & CoStock806$494.0K0.3%+67+9.1%AddedHistory
ACNAccenture plcStock1,516$478.4K0.3%+429+39.5%AddedHistory
GOOGAlphabet Inc.Stock3,428$458.1K0.3%+1,311+61.9%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F8,308$446.5K0.3%+44+0.5%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,092$403.6K0.3%+3+0.1%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF5,526$398.9K0.3%+77+1.4%Added–
CRMSalesforce, Inc.Stock1,850$398.3K0.3%+445+31.7%AddedHistory
GOOGLAlphabet Inc.Stock2,899$382.9K0.2%+870+42.9%AddedHistory
ADBEAdobe Inc.Stock633$373.7K0.2%+116+22.4%AddedHistory
VVisa Inc.Stock1,526$373.4K0.2%+160+11.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,692$367.8K0.2%+7+0.4%Added–
MRSHMarsh & McLennan Companies, Inc.Stock1,724$345.0K0.2%+140+8.8%AddedHistory
BRK.BBerkshire Hathaway IncStock969$339.2K0.2%+128+15.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF753$332.9K0.2%+135+21.8%Added–
SNPSSynopsys IncCOM633$331.0K0.2%+633NewHistory
INTUIntuit Inc.Stock620$329.8K0.2%+167+36.9%AddedHistory
VRSNVerisign IncCOM1,569$326.5K0.2%+405+34.8%AddedHistory
MSIMotorola Solutions, Inc.Stock1,048$324.6K0.2%+151+16.8%AddedHistory
ORCLOracle CorpStock2,719$310.4K0.2%+314+13.1%AddedHistory
WMTWalmart Inc.Stock1,759$295.0K0.2%+215+13.9%AddedHistory
XOMExxonMobil Holdings CorpCOM2,764$289.8K0.2%+282+11.4%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF2,704$280.9K0.2%−5−0.2%Reduced–
WSTWest Pharmaceutical Services IncCOM827$279.8K0.2%+113+15.8%AddedHistory
AVGOBroadcom Inc.Stock295$279.3K0.2%+17+6.1%AddedHistory
Vanguard World FD921910873MEGA CAP INDEX1,700$268.1K0.2%+86+5.3%Added–
PGProcter & Gamble CoStock1,755$267.6K0.2%+218+14.2%AddedHistory
AKAMAkamai Technologies IncCOM2,377$263.8K0.2%+2,377NewHistory
TSLATesla, Inc.Stock1,126$251.9K0.2%+145+14.8%AddedHistory
RMBSRambus IncCOM3,989$249.8K0.2%+143+3.7%AddedHistory
JPMJPMorgan Chase & CoStock1,713$249.7K0.2%+214+14.3%AddedHistory
NVONovo Nordisk A SADR2,452$247.1K0.2%+2,452NewHistory
iShares Russell 1000 Value ETF464287598ETF1,644$246.9K0.2%+39+2.4%Added–
GIBCgi IncCL A2,442$245.0K0.2%+2,442NewHistory
QLYSQualys, Inc.COM1,405$243.0K0.2%+1,405NewHistory
DSGXDescartes Systems Group IncCOM3,118$240.1K0.2%−219−6.6%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF1,731$238.2K0.2%+187+12.1%Added–
BRBroadridge Financial Solutions, Inc.Stock1,326$235.8K0.2%+1,326NewHistory
iShares Tr464287721U.S. TECH ETF2,080$234.8K0.2%00.0%Unchanged–
CHTChunghwa Telecom Co LtdSPON ADR NEW116,510$233.8K0.2%−4,799−42.4%ReducedHistory
Abcam PLC000380204ADS9,158$211.3K0.1%+9,158New–
BLDRBuilders FirstSource, Inc.Stock1,712$211.2K0.1%+212+14.1%AddedHistory
VRSKVerisk Analytics, Inc.COM882$210.4K0.1%+882NewHistory
BEKEKE Holdings Inc.SPONSORED ADS14,051$207.7K0.1%+14,051NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR22,328$206.8K0.1%+524+2.4%AddedHistory
AMDAdvanced Micro Devices IncStock1,756$205.1K0.1%+1,756NewHistory
ESLTElbit Systems LtdStock1,065$204.5K0.1%+1,065NewHistory
MAMastercard IncStock515$203.1K0.1%+515NewHistory
MUSAMurphy USA Inc.COM544$202.0K0.1%+544NewHistory
AFYAAfya LtdCL A COM11,463$201.7K0.1%+11,463NewHistory
CDNSCadence Design Systems IncStock764$201.7K0.1%+764NewHistory
KGCKinross Gold CorpCOM30,427$156.7K0.1%+19,080+168.2%AddedHistory
HOSHornbeck Offshore Services, Inc.Stock16,151$156.2K0.1%+641+4.1%AddedHistory
HLITHarmonic Inc.COM13,494$143.2K0.1%+13,494NewHistory
MFGMizuho Financial Group IncSPONSORED ADR35,675$118.8K0.1%+3,605+11.2%AddedHistory
BBDBank BradescoSP ADR PFD NEW38,100$114.7K0.1%+7,812+25.8%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD18,045$107.4K0.1%+18,045NewHistory
BRF SA10552T107SPONSORED ADR38,125$93.0K0.1%+38,125New–
ARLOArlo Technologies, Inc.COM11,408$90.5K0.1%+232+2.1%AddedHistory
BTGB2GOLD CorpCOM29,193$86.4K0.1%+29,193NewHistory
TMETencent Music Entertainment GroupSPON ADS11,155$82.9K0.1%+11,155NewHistory
AUTLAutolus Therapeutics plcSPON ADS18,317$67.0K<0.1%+18,317NewHistory
HUYAHUYA Inc.ADS REP SHS A18,566$63.5K<0.1%+909+5.1%AddedHistory
DOYUDouYu International Holdings LtdSPONSORED ADS68,090$62.8K<0.1%+11,859+21.1%AddedHistory
WITWipro LtdSPON ADR 1 SH13,359$60.4K<0.1%+13,359NewHistory
AQNAlgonquin Power & Utilities Corp.COM10,324$56.7K<0.1%−5,516−34.8%ReducedHistory

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 Q3 2023
SecurityClassPutsCalls
Advisorshares Tr00768Y453PURE US CANN ETF–$49.0K

Sold out since Q2 2023 (9)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Ewa, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
HSYHershey CoCOM982$245.2K0.2%History
PLDPrologis, Inc.REIT1,751$214.8K0.1%History
ISRGIntuitive Surgical IncCOM NEW619$211.7K0.1%History
JNJJohnson & JohnsonStock1,266$209.6K0.1%History
SHOSunstone Hotel Investors, Inc.COM10,238$103.6K0.1%History
WIMIWiMi Hologram Cloud Inc.SPON ADS CL B19,980$22.0K<0.1%History
PYPDPolyPid Ltd.SHS37,113$13.5K<0.1%History
DMSDigital Media Solutions, Inc.COM CL A11,228$3.70K<0.1%History
Siyata Mobile Inc83013Q509COM NEW13,368$727<0.1%–