Sound Stewardship, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Sound Stewardship, LLC held in its portfolio 61 assets valued at $208,666,794 (i.e. $208.67M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($30.97M), SCHWAB STRATEGIC TR ($16.87M), and ISHARES TR ($13.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sound Stewardship, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 418064 | 30966010 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 635021 | 16872497 | FUNDAMENTAL US B |
| ISHARES TR | 20162 | 13809528 | CORE S&P500 ETF |
| ABRDN PRECIOUS METALS BASKET | 58478 | 12023156 | PHYSCL PRECS MET |
| ISHARES TR | 131280 | 10178167 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 301204 | 9490933 | FUNDAMENTAL US S |
| SCHWAB STRATEGIC TR | 187448 | 8474509 | FUNDAMENTAL INTL |
| VANGUARD TAX-MANAGED FDS | 132476 | 8275778 | VAN FTSE DEV MKT |
| INVESCO EXCH TRD SLF IDX FD | 400621 | 8252785 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 419317 | 8208134 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 410365 | 8100612 | BULSHS 2027 CB |
| ISHARES TR | 55418 | 6660115 | CORE S&P SCP ETF |
| ISHARES INC | 88712 | 6447598 | MSCI EMRG CHN |
| ISHARES TR | 97441 | 6431104 | CORE S&P MCP ETF |
| ISHARES TR | 55983 | 6153139 | TIPS BD ETF |
| VANGUARD WORLD FD | 7901 | 5955964 | INF TECH ETF |
| INVESCO EXCHANGE TRADED FD T | 77428 | 3553181 | RAFI US 1500 |
| VANGUARD INDEX FDS | 9354 | 3136176 | TOTAL STK MKT |
| SPDR SERIES TRUST | 95574 | 2433957 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 42849 | 2303556 | FTSE EMR MKT ETF |
| ISHARES TR | 56826 | 2241771 | INTL SEL DIV ETF |
| INVESCO EXCH TRD SLF IDX FD | 114309 | 2153019 | BULETSHS 2029 |
| WISDOMTREE TR | 35896 | 2054706 | EMG MKTS SMCAP |
| ISHARES TR | 28104 | 1950949 | CORE DIV GRWTH |
| TIMOTHY PLAN | 56089 | 1945169 | INTL ETF |
| INVESCO EXCH TRD SLF IDX FD | 59795 | 1315500 | INVSCO 28 HYCORP |
| INVESCO EXCH TRD SLF IDX FD | 56306 | 1314191 | INVSCO BLSH 26 |
| INVESCO EXCH TRD SLF IDX FD | 55301 | 1250615 | BULETSHS 2027 |
| TIMOTHY PLAN | 28136 | 1166244 | U S SM CP CORE |
| ISHARES TR | 20877 | 1056320 | ESG SELECT SCRE |
| MICROSOFT CORP | 1979 | 956911 | COM |
| ISHARES TR | 20216 | 929530 | ESG AWARE MSCI |
| ISHARES TR | 6074 | 903141 | CORE S&P TTL STK |
| APPLE INC | 3087 | 839306 | COM |
| TIMOTHY PLAN | 17189 | 781233 | US LRGMD CP CORE |
| WISDOMTREE TR | 7811 | 632806 | INTL SMCAP DIV |
| ISHARES TR | 6727 | 569360 | CORE MSCI TOTAL |
| NUSHARES ETF TR | 15459 | 559771 | NUVEEN ESG INTL |
| EPR PPTYS | 10922 | 545008 | COM SH BEN INT |
| CANADIAN PACIFIC KANSAS CITY | 6804 | 500976 | COM |
| ISHARES GOLD TR | 6150 | 499196 | ISHARES NEW |
| NVIDIA CORPORATION | 2651 | 494430 | COM |
| ISHARES TR | 4887 | 469305 | MSCI EAFE ETF |
| NEXTERA ENERGY INC | 5726 | 459685 | COM |
| ISHARES TR | 3226 | 449466 | ESG OPTIMIZED |
| ALLIANT ENERGY CORP | 6491 | 421980 | COM |
| AGILENT TECHNOLOGIES INC | 3055 | 415717 | COM |
| SCHWAB STRATEGIC TR | 14789 | 397978 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 611 | 383020 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 5707 | 374728 | S&P EMKTSC ETF |
| INVESCO EXCH TRD SLF IDX FD | 16008 | 344333 | BULETSHS 2029 HG |
| SPDR S&P 500 ETF TR | 504 | 343688 | TR UNIT |
| EVERGY INC | 4232 | 306778 | COM |
| BERKSHIRE HATHAWAY INC DEL | 573 | 288019 | CL B NEW |
| NUSHARES ETF TR | 7089 | 252232 | NUVEEN ESG EMRGN |
| TESLA INC | 547 | 246191 | COM |
| VANGUARD INDEX FDS | 821 | 238245 | MID CAP ETF |
| ALPHABET INC | 756 | 236590 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 8895 | 235629 | US TIPS ETF |
| JPMORGAN CHASE & CO. | 655 | 211038 | COM |
| COMMERCE BANCSHARES INC | 3919 | 205121 | COM |
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