Sound Stewardship, LLC

CIK 0001998101 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Sound Stewardship, LLC reported 73 positions worth $242.4M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: BND (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$242.4M
2026 Q2
Positions
73
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.4%
Est. Net Flow (Q)
2026 Q2
10 / 73 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BNDVANGUARD BD INDEX FDSSH$33.7M13.89%458,601
2FNDBSCHWAB STRATEGIC TRSH$19.8M8.16%649,548
3IVVISHARES TRSH$16.0M6.60%21,356
4FNDASCHWAB STRATEGIC TRSH$12.2M5.05%321,406
5SCZISHARES TRSH$11.3M4.65%137,157
6VEAVANGUARD TAX-MANAGED FDSSH$9.8M4.05%137,663
7FNDFSCHWAB STRATEGIC TRSH$9.8M4.03%184,993
8BSCSINVESCO EXCH TRD SLF IDX FDSH$8.9M3.67%437,452
9GLTRABRDN PRECIOUS METALS BASKETSH$8.9M3.65%48,878
10BSCRINVESCO EXCH TRD SLF IDX FDSH$8.7M3.61%445,738

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sound Stewardship, LLC hold as of Q2 2026?

Sound Stewardship, LLC reported 73 positions worth $242.4M in its Q2 2026 13F filing. Largest positions: BND (13.9%), FNDB (8.2%), IVV (6.6%), FNDA (5.0%) and SCZ (4.7%).

What did Sound Stewardship, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sound Stewardship, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.