Institutional Fund
Sound Stewardship, LLC
Overland Park, KSCIK 19981015 filings on record
Portfolio Value
$218.27M
Q1 2026
Holdings
63
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.6%
from $208.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds14.9%
- Schwab Strategic Tr8.0%
- Ishares Tr6.2%
- Abrdn Precious Metals Basket4.9%
- Ishares Tr4.7%
- Schwab Strategic Tr4.7%
- Other56.6%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 441.4K | $32.51M | 14.9% | +23.4K | Added |
| 2 | Schwab Strategic Tr | 640.4K | $17.42M | 8.0% | +5.4K | Added |
| 3 | Ishares Tr | 20.8K | $13.61M | 6.2% | +681 | Added |
| 4 | Abrdn Precious Metals Basket | 48.5K | $10.62M | 4.9% | −9.9K | Reduced |
| 5 | Ishares Tr | 131.9K | $10.34M | 4.7% | +650 | Added |
| 6 | Schwab Strategic Tr | 313.0K | $10.15M | 4.7% | +11.8K | Added |
| 7 | Schwab Strategic Tr | 181.2K | $8.87M | 4.1% | −6.2K | Reduced |
| 8 | Invesco Exch Trd Slf Idx Fd | 422.9K | $8.64M | 4.0% | +22.3K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 431.9K | $8.48M | 3.9% | +21.6K | Added |
| 10 | Vanguard Tax-Managed Fds | 132.2K | $8.47M | 3.9% | −280 | Reduced |
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