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Endeavor Private Wealth, Inc.
Endeavor Private Wealth, Inc. is a registered investment adviser headquartered in Topeka, Kansas. Founded in 2021, the firm offers personalized investment management, financial planning, and consulting services to individuals, families, business owners, and institutions. With approximately 3 to 8 employees (advisors), the firm serves hundreds of clients, providing customized, fiduciary-based advisory services including estate and tax planning. Endeavor Private Wealth is SEC-registered and works exclusively in the United States.
Investment Strategy
Endeavor Private Wealth provides both discretionary and non-discretionary portfolio management services, tailoring each portfolio to client needs and goals. They utilize a blend of active and passive investment strategies across a mix of securities such as stocks, bonds, ETFs, and mutual funds. Their approach emphasizes risk-adjusted, tax-efficient, and cost-effective asset allocation, using qualitative, quantitative, technical, and relative strength metrics for security selection. The firm is committed to client education, transparent fee arrangements (no performance-based fees or commissions), and prioritizing clients' best interests through a strong fiduciary standard and rigorous adherence to ethical guidelines.
Latest 13F Filing Activity
Endeavor Private Wealth, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 196 equity positions with a total 13F market value of $323M. The fund increased holdings in SPDR S&P 500 Etf TR, Vanguard World FD, Vanguard Index FDS among other positions. Endeavor Private Wealth, Inc. reduced exposure to Vanguard Scottsdale FDS, Ishares TR, SPDR Series Trust among others.
Top Holdings
Equity Positions (196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 4.20% | $13.6M | 291,083 | $45.61 | $46.71 | +$803.8K |
I IVE | ISHARES TR | 2.86% | $9.3M | 44,843 | $195.99 | $206.51 | +$3.0M |
A AVUS | AMERICAN CENTY ETF TR | 2.84% | $9.2M | 84,456 | $97.19 | $108.70 | +$551.9K |
V VO | VANGUARD INDEX FDS | 2.81% | $9.1M | 30,842 | $286.46 | $293.74 | +$7.3M |
Q QUAL | ISHARES TR | 2.77% | $9.0M | 46,070 | $176.18 | $194.50 | +$593.2K |
Industry Allocation
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