TraderTrends
Manager Profile

Sound Stewardship, LLC

Diversified · Financial Services 82%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Overland Park, KS

Portfolio Value

$242.4M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD BD INDEX FDS

Latest disclosed holding

Top 4

921937835 808524789 464287200 808524763 464288273

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
82%
Basic Materials
8.1%
Technology
5.2%
Consumer Cyclical
1.6%
Energy
1.1%
Utilities
0.5%
Healthcare
0.4%
Industrials
0.3%
Real Estate
0.2%
Communication Services
0.1%
Consumer Defensive
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD BD INDEX FDS

Shares: 458.6K

33.7M

Position Value
2
SCHWAB STRATEGIC TR

Shares: 649.5K

19.8M

Position Value
3
ISHARES TR

Shares: 21.4K

16M

Position Value
4
SCHWAB STRATEGIC TR

Shares: 321.4K

12.2M

Position Value
5
ISHARES TR

Shares: 137.2K

11.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID