Sound Stewardship, LLC Portfolio Holdings

Sound Stewardship, LLC

  • $208 Billion
  • Q3 2025

Sound Stewardship, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $208 Billion distributed in 66 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 $29.7B, Schwab Fundamental U S Broad M with a value of $16.3B, Ishares Core S&P 500 ETF with a value of $13.5B, Abrdn Precious Metals Basket ETF Trust with a value of $11.1B, and Ishares Tr Msci Eafe Small Cap with a value of $9.88B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $194B to 208B.

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 $208 Billion
ETFs: $201 Billion
Technology: $2.87 Billion
Utilities: $1.19 Billion
Financial Services: $768 Million
Real Estate: $634 Million
Consumer Cyclical: $508 Million
Healthcare: $418 Million
Consumer Defensive: $315 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15B
$634 Million 0.3% of portfolio
10,922
Q2 2025 Added 94.13%
$6.43B
$263 Million 0.13% of portfolio
4,402
Q1 2025 Reduced 3.36%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $208 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Sound Stewardship, LLC Portfolio

Follow Sound Stewardship, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Stewardship, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Stewardship, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email