Sound Stewardship, LLC
CIK
1998101
City
Overland Park
State / Country
KS
Top Portfolio Positions
17 positions ·
$17,428,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
48,549 | $10,618,637 | 60.93% | |
| AAPL |
Apple Inc.
Technology
|
3,088 | $783,703 | 4.50% | |
| EPR |
Epr Properties
Real Estate
|
15,139 | $756,344 | 4.34% | |
| MSFT |
Microsoft Corp
Technology
|
1,979 | $732,566 | 4.20% | |
| NEE |
Nextera Energy Inc
Utilities
|
5,618 | $521,799 | 2.99% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
6,295 | $495,164 | 2.84% | |
| LNT |
Alliant Energy Corp
Utilities
|
6,491 | $465,794 | 2.67% | |
| NVDA |
Nvidia Corp
Technology
|
2,651 | $462,334 | 2.65% | |
| IAU |
Ishares Gold Trust
|
4,850 | $427,576 | 2.45% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
3,055 | $348,208 | 2.00% |
Portfolio Trend
14 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,618,637 | 48,549 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,023,076 | 58,478 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,128,167 | 67,260 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,580,840 | 69,351 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,881,927 | 76,326 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,848,452 | 80,587 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,671,454 | 85,369 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,945,254 | 86,864 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,542,666 | 89,452 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,885,062 | 86,630 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,226,381 | 85,875 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,566,079 | 87,207 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $7,962,450 | 87,298 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $7,773,539 | 87,118 | Shares | Sole | 2023-10-26 | |
| No 13F history on record for this holder in this stock. | ||||||