Sound Stewardship, LLC Portfolio Holdings

Sound Stewardship, LLC

  • $176 Billion
  • Q1 2025

Sound Stewardship, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 60 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 $27.3B, Schwab Fundamental U S Broad M with a value of $13.2B, Ishares Core S&P 500 ETF with a value of $10.4B, Abrdn Precious Metals Basket ETF Trust with a value of $9.88B, and Ishares Tr Msci Eafe Small Cap with a value of $8.11B.

Examining the 13F form we can see an increase of $7.22B in the current position value, from $168B to 176B.

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 $176 Billion
ETFs: $170 Billion
Technology: $2.29 Billion
Utilities: $1.13 Billion
Financial Services: $491 Million
Healthcare: $381 Million
Real Estate: $296 Million
Consumer Defensive: $278 Million
Communication Services: $248 Million
Other: $229 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66B
$296 Million 0.17% of portfolio
5,626
Q1 2025 Added 15.55%
$257B
$278 Million 0.16% of portfolio
3,163
Q1 2025 Added 3.54%
$36.8B
$278 Million 0.16% of portfolio
1,281
Q1 2025 Reduced 10.73%
$6.97B
$274 Million 0.16% of portfolio
4,402
Q1 2025 Reduced 3.36%
$0
$282 Million 0.16% of portfolio
504
Q1 2025 Reduced 15.86%
$0
$258 Million 0.15% of portfolio
9,592
Q1 2025 New
$327B
$248 Million 0.14% of portfolio
930
Q1 2025 New
$1.86T
$229 Million 0.13% of portfolio
1,203
Q1 2025 Added 15.56%
$687B
$217 Million 0.12% of portfolio
407
Q1 2025 New
$0
$212 Million 0.12% of portfolio
818
Q1 2025 Reduced 2.5%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $176 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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