Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sound Stewardship, LLC (CIK 1998101) reported $218.3M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($32.5M, 14.89%), FNDB ($17.4M, 7.98%), IVV ($13.6M, 6.24%), GLTR ($10.6M, 4.86%), SCZ ($10.3M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $32.5M | 14.89% | 441,418 | Added |
| 2 | FNDB | SCHWAB STRATEGIC TR | $17.4M | 7.98% | 640,437 | Added |
| 3 | IVV | ISHARES TR | $13.6M | 6.24% | 20,843 | Added |
| 4 | GLTR | ABRDN PRECIOUS METALS BASKET | $10.6M | 4.86% | 48,549 | Trimmed |
| 5 | SCZ | ISHARES TR | $10.3M | 4.74% | 131,930 | Added |
| 6 | FNDA | SCHWAB STRATEGIC TR | $10.2M | 4.65% | 313,018 | Added |
| 7 | FNDF | SCHWAB STRATEGIC TR | $8.9M | 4.06% | 181,199 | Trimmed |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $8.6M | 3.96% | 422,927 | Added |
| 9 | BSCR | INVESCO EXCH TRD SLF IDX FD | $8.5M | 3.88% | 431,939 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $8.5M | 3.88% | 132,196 | Trimmed |
| 11 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $8.4M | 3.86% | 431,176 | Added |
| 12 | BSCT | INVESCO EXCH TRD SLF IDX FD | $7.6M | 3.50% | 409,180 | Added |
| 13 | IJH | ISHARES TR | $6.7M | 3.07% | 99,245 | Added |
| 14 | EMXC | ISHARES INC | $6.7M | 3.07% | 85,175 | Trimmed |
| 15 | IJR | ISHARES TR | $6.6M | 3.04% | 53,361 | Trimmed |
| 16 | TIP | ISHARES TR | $6.5M | 2.96% | 58,548 | Added |
| 17 | VGT | VANGUARD WORLD FD | $5.6M | 2.59% | 8,091 | Added |
| 18 | PRFZ | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.59% | 75,601 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $3.0M | 1.37% | 9,294 | Trimmed |
| 20 | IDV | ISHARES TR | $2.3M | 1.07% | 54,999 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.05% | 42,291 | Trimmed |
| 22 | SPHY | SPDR SERIES TRUST | $2.3M | 1.04% | 97,777 | Added |
| 23 | DGS | WISDOMTREE TR | $2.1M | 0.96% | 34,689 | Trimmed |
| 24 | TPIF | TIMOTHY PLAN | $2.0M | 0.94% | 56,684 | Added |
| 25 | DGRO | ISHARES TR | $1.9M | 0.87% | 27,208 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31