§ 13F · FUND PROFILE
Sound Stewardship, LLC.
AUM · $242M (13F)Positions · 73Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 459K | $34M | — | — |
| 2 | FNDB | SCHWAB STRATEGIC TR | 650K | $20M | — | — |
| 3 | IVV | ISHARES TR | 21K | $16M | — | — |
| 4 | FNDA | SCHWAB STRATEGIC TR | 321K | $12M | — | — |
| 5 | SCZ | ISHARES TR | 137K | $11M | — | — |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 138K | $10M | — | — |
| 7 | FNDF | SCHWAB STRATEGIC TR | 185K | $10M | — | — |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 437K | $9M | — | — |
| 9 | GLTR | ABRDN PRECIOUS METALS BASKET | 49K | $9M | — | — |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | 446K | $9M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound Stewardship, LLC is a Other fund managing $242 million in assets. The fund runs a portfolio of 73 positions.
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