Good Steward Wealth Advisors,LLC
RIA/Wealth
Good Steward Wealth Advisors,LLC is a RIA/Wealth based in Chicago, IL led by Dale Robert Branda, managing $144.7M across 77 long positions as of Q3 2025 with 63% ETF concentration and 56% concentrated in top 10 holdings.
COODale Robert Branda
- Portfolio Value
- $144.7M
- Positions
- 77
- Top Holding
- VTI at 8.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Good Steward Wealth Advisors,LLC's portfolio (55.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.0M | 8.99% | -$801.4K Sold | — 39.6K shares | |
Unknown Unknown | $12.7M | 8.78% | +$3.1M Bought | — 255.1K shares | |
ETF ETF | $10.4M | 7.16% | +$1.5M Bought | — 583.4K shares | |
Unknown Unknown | $10.2M | 7.05% | +$10.2M New | — 397.5K shares | |
ETF ETF | $7.6M | 5.25% | +$845.1K Bought | — 12.4K shares | |
ETF ETF | $6.7M | 4.64% | +$2.5M Bought | — 282.1K shares | |
ETF ETF | $5.3M | 3.65% | -$225.2K Sold | — 71.8K shares | |
ETF ETF | $5.2M | 3.58% | +$4.2M Bought | — 53.7K shares | |
ETF ETF | $5.1M | 3.55% | +$2.3M Bought | — 115.2K shares | |
ETF ETF | $4.6M | 3.16% | +$741.7K Bought | — 61.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Good Steward Wealth Advisors,LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Good Steward Wealth Advisors,LLC
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