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

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
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