Sound Stewardship, LLC Portfolio Holdings

Sound Stewardship, LLC

  • $194 Billion
  • Q2 2025

Sound Stewardship, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $28.3B, Schwab Fundamental U S Broad M with a value of $14.8B, Ishares Core S&P 500 ETF with a value of $12.4B, Abrdn Precious Metals Basket ETF Trust with a value of $9.58B, and Ishares Tr Msci Eafe Small Cap with a value of $9.41B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $176B to 194B.

Sound Stewardship, LLC is based out at Overland Park, KS

Below you can find more details about Sound Stewardship, LLC portfolio as well as his latest detailed transactions.

Portfolio value $194 Billion
ETFs: $187 Billion
Technology: $2.58 Billion
Utilities: $1.1 Billion
Real Estate: $636 Million
Financial Services: $563 Million
Healthcare: $384 Million
Consumer Defensive: $299 Million
Consumer Cyclical: $264 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$1.19 Billion 0.61% of portfolio
2,393
Q1 2025 Reduced 7.07%
$3.38T
$713 Million 0.37% of portfolio
3,477
Q2 2025 Added 0.03%
$431B
$465 Million 0.24% of portfolio
2,940
Q2 2025 Reduced 7.46%
$631B
$289 Million 0.15% of portfolio
595
Q2 2025 Added 46.19%
$258B
$299 Million 0.15% of portfolio
3,060
Q2 2025 Reduced 3.26%
$2.28T
$264 Million 0.14% of portfolio
1,203
Q1 2025 Added 15.56%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $194 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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