Sound Stewardship, LLC Portfolio Holdings

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.