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Sonia Goforth

Good Steward Wealth Advisors,llc

Assets Managed
$155.523M
Holdings
68
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
2.64%(2Q avg: 3.67%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Good Steward Wealth Advisors,llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Good Steward Wealth Advisors,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.523M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 3.67%. The portfolio is managed by Sonia Goforth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 3.13%
8.93%
$13.883M
280,457 shares@ $49.51 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.69%
8.64%
$13.431M
41,865 shares@ $320.82 avg price
PFXF
Vaneck Pref Sec X-financials
Recent Activity
Increased 0.6%
6.77%
$10.524M
600,022 shares@ $17.54 avg price
SEPI
Shelton Eqty Premium Inc Etf
Recent Activity
Increased 0.01%
6.62%
$10.281M
410,339 shares@ $25.06 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 14.56%
6.14%
$9.537M
15,961 shares@ $597.56 avg price
EMBD
Global X Emerging Markets Bd
Recent Activity
Increased 2.28%
5.09%
$7.912M
337,685 shares@ $23.44 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.05%
3.64%
$5.657M
73,367 shares@ $77.11 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 9.94%
3.54%
$5.498M
60,727 shares@ $90.53 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 6.26%
3.36%
$5.217M
70,839 shares@ $73.65 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 3.37%
3.34%
$5.182M
54,301 shares@ $95.44 avg price

1-10 of 68