Sound Stewardship, LLC

CIK

1998101

Location

Overland Park, KS

Portfolio Value

Micro $18,374,575

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,834 / 8,517 ▼ 200

Top Industry

Utilities - Regulated Electric 17.7%

3Y Alpha vs SPY

+8.4%

Period ended 47 days ago

Filed Jul 13, 2026 · 34d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+153.9%

SPY

+76.6%

Annualised alpha

+15.6%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

48.2%

+20.3 pts

Top 5

67.7%

−16.5 pts

Top 10

80.2%

−11.8 pts

HHI

2,485

Moderately concentrated+454

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.3%	$9,602,541	3
Technology	19.3%	$3,545,423	6
Utilities	8.5%	$1,556,249	4
Industrials	6.0%	$1,095,091	3
Financial Services	4.4%	$817,021	3
Real Estate	4.3%	$783,135	1
Communication Services	2.3%	$421,339	1
Healthcare	1.9%	$341,373	1
Consumer Cyclical	1.2%	$212,403	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,111	4,199	$1,215,022
NVDA	Nvidia Corp	+733	3,384	$677,104
MSFT	Microsoft Corp	+445	2,424	$904,200
GOOGL	Alphabet Inc.	+423	1,179	$421,339
GLTR	abrdn Precious Metals Basket ETF Trust	+329	48,878	$8,854,249
IAU	Ishares Gold Trust	+115	4,965	$374,907
PWR	Quanta Services, Inc.	+13	468	$336,978
SPY	Spdr S&P 500 ETF Trust	+1	500	$373,385
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
EPR	Epr Properties	−1,639	13,500	$783,135
A	Agilent Technologies, Inc.	−485	2,570	$341,373
CP	Canadian Pacific Kansas City Ltd/Cn	−225	6,070	$525,965
NEE	Nextera Energy Inc	−72	5,546	$486,772
TSLA	Tesla, Inc.	−42	505	$212,403
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
JPM	Jpmorgan Chase & Co	947	$309,981
AVGO	Broadcom Inc.	756	$285,579
LRCX	Lam Research Corp	550	$238,331
CAT	Caterpillar Inc	218	$232,148
CBSH	Commerce Bancshares Inc /Mo/	3,919	$226,322
GRMN	Garmin Ltd	948	$225,187
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	313,018	$10,151,173
VEA	Vanguard FTSE Developed Markets ETF	132,196	$8,471,119
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	34,689	$2,084,808
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $18,374,575 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLTR	abrdn Precious Metals Basket ETF Trust	Added	48,878	+329	$8,854,249	−16.6%	48.19%
AAPL	Apple Inc. Technology	Added	4,199	+1,111	$1,215,022	+55.0%	6.61%
MSFT	Microsoft Corp Technology	Added	2,424	+445	$904,200	+23.4%	4.92%
EPR	Epr Properties Real Estate	Reduced	13,500	-1,639	$783,135	+3.5%	4.26%
NVDA	Nvidia Corp Technology	Added	3,384	+733	$677,104	+46.5%	3.69%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	6,070	-225	$525,965	+6.2%	2.86%
LNT	Alliant Energy Corp Utilities	Held	6,491	0	$495,198	+6.3%	2.70%
NEE	Nextera Energy Inc Utilities	Reduced	5,546	-72	$486,772	−6.7%	2.65%
GOOGL	Alphabet Inc. Communication Services	Added	1,179	+423	$421,339	+93.8%	2.29%
IAU	Ishares Gold Trust	Added	4,965	+115	$374,907	−12.3%	2.04%
SPY	Spdr S&P 500 ETF Trust	Added	500	+1	$373,385	+15.1%	2.03%
EVRG	Evergy, Inc. Utilities	Held	4,232	0	$365,771	+5.5%	1.99%
A	Agilent Technologies, Inc. Healthcare	Reduced	2,570	-485	$341,373	−2.0%	1.86%
PWR	Quanta Services, Inc. Industrials	Added	468	+13	$336,978	+34.9%	1.83%
JPM	Jpmorgan Chase & Co Financial Services	NEW	947	NEW	$309,981	NEW	1.69%
AVGO	Broadcom Inc. Technology	NEW	756	NEW	$285,579	NEW	1.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	561	0	$280,718	+4.4%	1.53%
LRCX	Lam Research Corp Technology	NEW	550	NEW	$238,331	NEW	1.30%
CAT	Caterpillar Inc Industrials	NEW	218	NEW	$232,148	NEW	1.26%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	NEW	3,919	NEW	$226,322	NEW	1.23%
GRMN	Garmin Ltd Technology	NEW	948	NEW	$225,187	NEW	1.23%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	505	-42	$212,403	+4.5%	1.16%
OGE	Oge Energy Corp. Utilities	Held	4,285	0	$208,508	+1.5%	1.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.