Sound Stewardship, LLC
CIK: 0001998101SEC EDGAR →
Portfolio Value
$208.7M
Holdings
63
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 418,064 | $31.0M | 14.84% |
| 2 | SCHWAB STRATEGIC TR | 635,021 | $16.9M | 8.09% |
| 3 | ISHARES TR | 20,162 | $13.8M | 6.62% |
| 4 | ABRDN PRECIOUS METALS BASKET | 58,478 | $12.0M | 5.76% |
| 5 | ISHARES TR | 131,280 | $10.2M | 4.88% |
| 6 | SCHWAB STRATEGIC TR | 301,204 | $9.5M | 4.55% |
| 7 | SCHWAB STRATEGIC TR | 187,448 | $8.5M | 4.06% |
| 8 | VANGUARD TAX-MANAGED FDS | 132,476 | $8.3M | 3.97% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 400,621 | $8.3M | 3.95% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 419,317 | $8.2M | 3.93% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $188.2M | 90.2% |
| Technology | 4 | $14.3M | 6.9% |
| Unknown | 4 | $3.4M | 1.7% |
| Utilities | 3 | $1.2M | 0.6% |
| Real Estate | 1 | $545K | 0.3% |
| Industrials | 1 | $500K | 0.2% |
| Consumer Cyclical | 1 | $246K | 0.1% |
| Communication Services | 1 | $236K | 0.1% |