13F Insight
DOSSIER · 13F-HR · Q3 2026

Sound Stewardship, LLC

$246M in tracked AUM across 76 positions as of Q3 2026.

SS
CIK 0001998101 · last filed Sep 30, 2026
Total AUM
$246M
as of Q3 2026
Holdings
76
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Sound Stewardship, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$32M453K12.9%02
FNDB
SCHWAB STRATEGIC TR
$20M662K8.2%03
IVV
ISHARES TR
$17M22K6.9%04
SCZ
ISHARES TR
$12M141K4.8%05
FNDA
SCHWAB STRATEGIC TR
$12M329K4.7%06
VEA
VANGUARD TAX-MANAGED FDS
$10M145K4.2%07
FNDF
SCHWAB STRATEGIC TR
$10M187K4.1%08
BSCS
INVESCO EXCH TRD SLF IDX FD
$9M457K3.7%09
BSCR
INVESCO EXCH TRD SLF IDX FD
$9M466K3.7%10
BSCT
INVESCO EXCH TRD SLF IDX FD
$9M495K3.7%

Filing history

2026Q3Sep 30
$246M▲ 1.5%
76 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16