§ 13F · FUND PROFILE
Sound Stewardship, LLC.
AUM · $208M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
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 | 13.9% | +4% |
| 2 | FNDB | SCHWAB STRATEGIC TR | 650K | $20M | 8.2% | +1% |
| 3 | IVV | ISHARES TR | 21K | $16M | 6.6% | +2% |
| 4 | FNDA | SCHWAB STRATEGIC TR | 321K | $12M | 5.0% | +3% |
| 5 | SCZ | ISHARES TR | 137K | $11M | 4.7% | +4% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 138K | $10M | 4.0% | +4% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 185K | $10M | 4.0% | +2% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 437K | $9M | 3.7% | +3% |
| 9 | GLTR | ABRDN PRECIOUS METALS BASKET | 49K | $9M | 3.7% | +1% |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | 446K | $9M | 3.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound Stewardship, LLC is a Other fund managing $208 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →