Sound Stewardship
$242M 13F equity value
73 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sound Stewardship covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 458,601 | $34M | 13.9% |
| FNDB | SCHWAB STRATEGIC TR | 649,548 | $20M | 8.2% |
| IVV | ISHARES TR | 21,356 | $16M | 6.6% |
| FNDA | SCHWAB STRATEGIC TR | 321,406 | $12M | 5.0% |
| SCZ | ISHARES TR | 137,157 | $11M | 4.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 137,663 | $10M | 4.0% |
| FNDF | SCHWAB STRATEGIC TR | 184,993 | $10M | 4.0% |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 437,452 | $9M | 3.7% |
| GLTR | ABRDN PRECIOUS METALS BASKET | 48,878 | $9M | 3.7% |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 445,738 | $9M | 3.6% |
Track Sound Stewardship's 13F portfolio: $242M in reported holdings, 73 positions. Top holdings and quarterly changes on SentiSense.
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