StockDriftsStockDriftsTop 50 Sound Stewardship LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 12.92% | 453.4K | $31.8M | -1.12%(-5.15K) | $72.95(-3.22%) | 2026-09-30 | |
| FNDB | SCHWAB STRATEGIC TR | 8.23% | 661.7K | $20.3M | +1.88%(+12.20K) | $17.99(+75.03%) | 2026-09-30 | |
| IVV | ISHARES TR | 6.9% | 22.2K | $17.0M | +3.90%(+832) | $428.73(+79.60%) | 2026-09-30 | |
| SCZ | ISHARES TR | 4.82% | 140.5K | $11.9M | +2.46%(+3.38K) | $56.98(+45.81%) | 2026-09-30 | |
| FNDA | SCHWAB STRATEGIC TR | 4.68% | 328.8K | $11.5M | +2.31%(+7.41K) | $24.57(+43.45%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.16% | 145.1K | $10.2M | +5.40%(+7.43K) | $45.02(+54.08%) | 2026-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.09% | 187.4K | $10.1M | +1.31%(+2.42K) | $29.29(+83.30%) | 2026-09-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.73% | 456.6K | $9.2M | +4.38%(+19.18K) | $20.32(-0.87%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.7% | 465.9K | $9.1M | +4.52%(+20.15K) | $19.41(+0.61%) | 2026-09-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.66% | 494.6K | $9.0M | +7.92%(+36.31K) | $18.72(-2.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.47% | +42.28% | — | — | +45.46% |
| Top 20 Holdings Unweighted | +13.48% | +46.15% | — | — | +49.32% |
Sound Stewardship LLC reports $246.11M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are BND (12.9%), FNDB (8.2%) and IVV (6.9%). The top 20 holdings account for 82.89% of reported assets. Its disclosed equity book has returned +42.28% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sound Stewardship LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1998101). View Sound Stewardship LLC’s 13F filings on SEC