Sound Stewardship, LLC

CIK

1998101

Location

Overland Park, KS

Portfolio Value

Small $242,419,975

Diversification

Diversified

Filing Date

Global Rank

#5,870 / 8,793 ▲ 461 · as of Jun 2026

Top Industry

Utilities - Regulated Electric 17.7%

Period ended 3 months ago

Filed Jul 13, 2026 · 3mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

24.1%

+0.4 pts

Top 5

76.1%

−2.6 pts

Top 10

89.9%

−1.3 pts

HHI

1,420

Diversified−188

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.4%	$233,647,941	21
Technology	1.5%	$3,545,423	6
Utilities	0.6%	$1,556,249	4
Industrials	0.5%	$1,095,091	3
Financial Services	0.3%	$817,021	3
Real Estate	0.3%	$783,135	1
Communication Services	0.2%	$421,339	1
Healthcare	0.1%	$341,373	1
Consumer Cyclical	0.1%	$212,403	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+91,066	2,021,062	$40,055,524
EDV	Vanguard World Funds Extended Duration ETF	+55,427	63,518	$7,591,671
FNDA	Schwab Fundamental U.S. Small Company ETF	+22,415	1,177,755	$42,392,895
BIV	Vanguard Intermediate-Term Bond ETF	+17,183	458,601	$33,665,899
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+13,759	517,970	$58,518,830
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+6,674	106,199	$2,718,076
VEA	Vanguard FTSE Developed Markets ETF	+5,467	137,663	$9,808,488
VB	Vanguard Morningstar Small-Cap ETF	+3,110	13,837	$4,286,917
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+2,759	10,129	$822,748
VEU	Vanguard FTSE All-World Ex-US ETF	+2,714	45,005	$2,686,348
—		+2,408	37,097	$2,400,546
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

10 positions

Ticker	Company	Δ Shares	Shares	Value
TPHD	Timothy Plan High Dividend Stock ETF	−3,777	100,605	$4,277,205
BKF	iShares MSCI BIC ETF	−3,290	81,885	$8,376,835
EPR	Epr Properties	−1,639	13,500	$783,135
A	Agilent Technologies, Inc.	−485	2,570	$341,373
CVY	Invesco Zacks Multi-Asset Income ETF	−401	75,200	$4,193,904
NCLO	Nuveen AA-BBB CLO ETF	−302	26,758	$1,087,047
CP	Canadian Pacific Kansas City Ltd/Cn	−225	6,070	$525,965
CWI	State Street SPDR MSCI ACWI ex-US ETF	−133	4,490	$333,651
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

7 positions

Ticker	Company	Shares	Value
PRXG	Praxis Impact Large Cap Growth ETF	8,484	$331,045
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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $242,419,975 total · filing declares 73 positions · $242,417,708 · 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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	517,970	+13,759	$58,518,830	—	24.14%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,177,755	+22,415	$42,392,895	+14.6%	17.49%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	2,021,062	+91,066	$40,055,524	+4.4%	16.52%
BIV	Vanguard Intermediate-Term Bond ETF	Added	458,601	+17,183	$33,665,899	+3.6%	13.89%
VEA	Vanguard FTSE Developed Markets ETF	Added	137,663	+5,467	$9,808,488	+15.8%	4.05%
GLTR	abrdn Precious Metals Basket ETF Trust	Added	48,878	+329	$8,854,249	−16.6%	3.65%
BKF	iShares MSCI BIC ETF	Reduced	81,885	-3,290	$8,376,835	+25.0%	3.46%
EDV	Vanguard World Funds Extended Duration ETF	Added	63,518	+55,427	$7,591,671	+975.8%	3.13%
VB	Vanguard Morningstar Small-Cap ETF	Added	13,837	+3,110	$4,286,917	+25.9%	1.77%
TPHD	Timothy Plan High Dividend Stock ETF	Reduced	100,605	-3,777	$4,277,205	+3.2%	1.76%
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	75,200	-401	$4,193,904	+20.9%	1.73%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	106,199	+6,674	$2,718,076	+8.6%	1.12%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	45,005	+2,714	$2,686,348	+17.5%	1.11%
		Added	37,097	+2,408	$2,400,546	+15.1%	0.99%
AAPL	Apple Inc. Technology	Added	4,199	+1,111	$1,215,022	+55.0%	0.50%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	26,758	-302	$1,087,047	+10.8%	0.45%
MSFT	Microsoft Corp Technology	Added	2,424	+445	$904,200	+23.4%	0.37%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	10,129	+2,759	$822,748	+37.0%	0.34%
EPR	Epr Properties Real Estate	Reduced	13,500	-1,639	$783,135	+3.5%	0.32%
NVDA	Nvidia Corp Technology	Added	3,384	+733	$677,104	+46.5%	0.28%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	6,070	-225	$525,965	+6.2%	0.22%
		Held	3,226	0	$497,771	+16.8%	0.21%
LNT	Alliant Energy Corp Utilities	Held	6,491	0	$495,198	+6.3%	0.20%
NEE	Nextera Energy Inc Utilities	Reduced	5,546	-72	$486,772	−6.7%	0.20%
GOOGL	Alphabet Inc. Communication Services	Added	1,179	+423	$421,339	+93.8%	0.17%
IAU	Ishares Gold Trust	Added	4,965	+115	$374,907	−12.3%	0.15%
SPY	Spdr S&P 500 ETF Trust	Added	500	+1	$373,385	+15.1%	0.15%
EVRG	Evergy, Inc. Utilities	Held	4,232	0	$365,771	+5.5%	0.15%
A	Agilent Technologies, Inc. Healthcare	Reduced	2,570	-485	$341,373	−2.0%	0.14%
PWR	Quanta Services, Inc. Industrials	Added	468	+13	$336,978	+34.9%	0.14%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	4,490	-133	$333,651	+9.2%	0.14%
PRXG	Praxis Impact Large Cap Growth ETF	NEW	8,484	NEW	$331,045	NEW	0.14%
JPM	Jpmorgan Chase & Co Financial Services	NEW	947	NEW	$309,981	NEW	0.13%
AVGO	Broadcom Inc. Technology	NEW	756	NEW	$285,579	NEW	0.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	561	0	$280,718	+4.4%	0.12%
LRCX	Lam Research Corp Technology	NEW	550	NEW	$238,331	NEW	0.10%
CAT	Caterpillar Inc Industrials	NEW	218	NEW	$232,148	NEW	0.10%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	NEW	3,919	NEW	$226,322	NEW	0.09%
GRMN	Garmin Ltd Technology	NEW	948	NEW	$225,187	NEW	0.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	505	-42	$212,403	+4.5%	0.09%
OGE	Oge Energy Corp. Utilities	Held	4,285	0	$208,508	+1.5%	0.09%

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.