§ 13F · FUND PROFILE
Sound Stewardship, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 63Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$208.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 418K | $31.0T | 14.8% | NEW |
| 2 | FNDB | SCHWAB STRATEGIC TR | 635K | $16.9T | 8.1% | NEW |
| 3 | IVV | ISHARES TR | 20K | $13.8T | 6.6% | NEW |
| 4 | GLTR | ABRDN PRECIOUS METALS BASKET | 58K | $12.0T | 5.8% | NEW |
| 5 | SCZ | ISHARES TR | 131K | $10.2T | 4.9% | NEW |
| 6 | FNDA | SCHWAB STRATEGIC TR | 301K | $9.5T | 4.5% | NEW |
| 7 | FNDF | SCHWAB STRATEGIC TR | 187K | $8.5T | 4.1% | NEW |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 132K | $8.3T | 4.0% | NEW |
| 9 | BSCS | INVESCO EXCH TRD SLF IDX FD | 401K | $8.3T | 4.0% | NEW |
| 10 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 419K | $8.2T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound Stewardship, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed