StockDriftsStockDriftsTop 50 Sound Stewardship, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 13.89% | 458.6K | $33.7M | +3.89%(+17.18K) | $72.95(-0.95%) | 2026-06-30 | |
| FNDB | SCHWAB STRATEGIC TR | 8.16% | 649.5K | $19.8M | +1.42%(+9.11K) | $17.76(+79.61%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.6% | 21.4K | $16.0M | +2.46%(+513) | $415.92(+87.28%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 5.05% | 321.4K | $12.2M | +2.68%(+8.39K) | $24.29(+57.84%) | 2026-06-30 | |
| SCZ | ISHARES TR | 4.65% | 137.2K | $11.3M | +3.96%(+5.23K) | $56.33(+54.70%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.05% | 137.7K | $9.8M | +4.14%(+5.47K) | $43.62(+69.68%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.03% | 185.0K | $9.8M | +2.09%(+3.79K) | $28.98(+92.10%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.67% | 437.5K | $8.9M | +3.43%(+14.53K) | $20.32(+0.39%) | 2026-06-30 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 3.65% | 48.9K | $8.9M | +0.68%(+329) | $86.20(+127.99%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.61% | 445.7K | $8.7M | +3.19%(+13.80K) | $19.40(+1.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.90% | +40.12% | — | — | +47.84% |
| Top 20 Holdings Unweighted | +12.77% | +43.40% | — | — | +51.62% |
Sound Stewardship, LLC reports $242.42M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are BND (13.9%), FNDB (8.2%) and IVV (6.6%). The top 20 holdings account for 84.39% of reported assets. Its disclosed equity book has returned +40.12% on a three-year cumulative basis. Figures reflect the Q2 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