Sound Stewardship
$246M 13F equity value
81 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Sound Stewardship covers the quarter ended September 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 | 453,448 | $32M | 12.9% |
| FNDB | SCHWAB STRATEGIC TR | 661,748 | $20M | 8.2% |
| IVV | ISHARES TR | 22,188 | $17M | 6.9% |
| SCZ | ISHARES TR | 140,536 | $12M | 4.8% |
| FNDA | SCHWAB STRATEGIC TR | 328,816 | $12M | 4.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 145,097 | $10M | 4.2% |
| FNDF | SCHWAB STRATEGIC TR | 187,414 | $10M | 4.1% |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 456,634 | $9M | 3.7% |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 465,892 | $9M | 3.7% |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 494,584 | $9M | 3.7% |
Track Sound Stewardship's 13F portfolio: $246M in reported holdings, 81 positions. Top holdings and quarterly changes on SentiSense.
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