13F Insight
DOSSIER · 13F-HR · Q2 2026

Sound Stewardship, LLC

$242M in tracked AUM across 73 positions as of Q2 2026.

SS
CIK 0001998101 · last filed Jun 30, 2026
Total AUM
$242M
as of Q2 2026
Holdings
73
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sound Stewardship, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$34M459K13.9%02
FNDB
SCHWAB STRATEGIC TR
$20M650K8.2%03
IVV
ISHARES TR
$16M21K6.6%04
FNDA
SCHWAB STRATEGIC TR
$12M321K5.0%05
SCZ
ISHARES TR
$11M137K4.7%06
VEA
VANGUARD TAX-MANAGED FDS
$10M138K4.0%07
FNDF
SCHWAB STRATEGIC TR
$10M185K4.0%08
BSCS
INVESCO EXCH TRD SLF IDX FD
$9M437K3.7%09
GLTR
ABRDN PRECIOUS METALS BASKET
$9M49K3.7%10
BSCR
INVESCO EXCH TRD SLF IDX FD
$9M446K3.6%

Filing history

2026Q2Jun 30
$242M▲ 11.1%
73 positionsView →2026Q1Mar 31
$218M▲ 4.6%
63 positionsView →2025Q4Dec 31
$209M▲ 0.1%
63 positionsView →2025Q3Sep 30
$208M▲ 7.5%
66 positionsView →2025Q2Jun 30
$194M▲ 10.5%
62 positionsLocked2025Q1Mar 31
$176M▲ 4.3%
60 positionsLocked2024Q4Dec 31
$168M▼ 5.5%
60 positionsLocked2024Q3Sep 30
$178M▲ 8.3%
60 positionsLocked2024Q2Jun 30
$165M▼ 0.2%
56 positionsLocked2024Q1Mar 31
$165M▲ 9.1%
61 positionsLocked2023Q4Dec 31
$151M▲ 1.5%
65 positionsLocked2023Q3Sep 30
$149M▼ 2.0%
65 positionsLocked
Showing 12 of 15