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Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. (EWM), headquartered in Appleton, WI, is an SEC-registered investment adviser founded in 2010. The firm serves high-net-worth individuals, families, and institutions across the United States. It is recognized for its innovative Endowment Investment Philosophy®, blending traditional and alternative assets with proactive risk management and tailored financial planning. As of 2025, the firm employs approximately 13 professionals and is nationally recognized among America's Top Financial Advisory Firms by Newsweek.
Investment Strategy
Endowment Wealth Management applies its proprietary Endowment Investment Philosophy®, integrating both traditional and alternative asset classes to build diversified, resilient portfolios for clients. The firm emphasizes holistic, multigenerational wealth sustainability by focusing on customized financial planning, proactive risk management, and alignment of client portfolios with their unique values and goals. Services are tailored to each client's needs, balancing growth, protection, and legacy objectives through a mix of public equities, fixed income, private investments, and alternatives.
Latest 13F Filing Activity
Endowment Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 157 equity positions with a total 13F market value of $194M. The fund increased holdings in Circle Internet Group Inc., Ishares TR, Ishares TR among other positions. Endowment Wealth Management, Inc. reduced exposure to Lowes Cos Inc., Unitedhealth Group Inc., Vanguard Intl Equity Index F among others.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRCL | CIRCLE INTERNET GROUP INC | 9.35% | $18.1M | 100,000 | $181.29 | $181.29 | +$18.1M |
P PSP | INVESCO EXCHANGE TRADED FD T | 6.71% | $13.0M | 189,120 | $52.93 | $68.85 | +$830.1K |
V VTI | VANGUARD INDEX FDS | 4.23% | $8.2M | 26,963 | $249.64 | $303.93 | +$940.2K |
I ITOT | ISHARES TR | 3.69% | $7.2M | 53,048 | $108.58 | $135.04 | +$628.2K |
Q QAI | NEW YORK LIFE INVESTMENTS ET | 3.63% | $7.0M | 217,588 | $31.68 | $32.32 | -$20.9K |
Industry Allocation
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