Sound Stewardship, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 63 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 $31B, Schwab Fundamental U S Broad M with a value of $16.9B, Ishares Core S&P 500 ETF with a value of $13.8B, Abrdn Precious Metals Basket ETF Trust with a value of $12B, and Ishares Tr Msci Eafe Small Cap with a value of $10.2B.

Examining the 13F form we can see an increase of $253M in the current position value, from $208B to 209B.

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 $209 Billion
ETFs: $203 Billion
Technology: $2.29 Billion
Utilities: $1.19 Billion
Financial Services: $704 Million
Real Estate: $545 Million
Healthcare: $416 Million
Consumer Cyclical: $246 Million
Communication Services: $237 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $209 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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