Sound Stewardship, LLC

Est. AUM

$217.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$32.5M	441418	14.95%	SOLE
2	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$17.4M	640437	8.01%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$13.6M	20843	6.26%	SOLE
4	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$10.6M	48549	4.88%	SOLE
5	ISHARES TR	EAFE SML CP ETF	$10.3M	131930	4.76%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$10.2M	313018	4.67%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$8.9M	181199	4.08%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$8.6M	422927	3.97%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$8.5M	431939	3.90%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.5M	132196	3.90%	SOLE
11	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$8.4M	431176	3.87%	SOLE
12	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$7.6M	409180	3.51%	SOLE
13	ISHARES TR	CORE S&P MCP ETF	$6.7M	99245	3.08%	SOLE
14	ISHARES INC	MSCI EMRG CHN	$6.7M	85175	3.08%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$6.6M	53361	3.05%	SOLE
16	ISHARES TR	TIPS BD ETF	$6.5M	58548	2.97%	SOLE
17	VANGUARD WORLD FD	INF TECH ETF	$5.6M	8091	2.60%	SOLE
18	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$3.5M	75601	1.59%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	9294	1.37%	SOLE
20	ISHARES TR	INTL SEL DIV ETF	$2.3M	54999	1.08%	SOLE
21	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	42291	1.05%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	97777	1.05%	SOLE
23	WISDOMTREE TR	EMG MKTS SMCAP	$2.1M	34689	0.96%	SOLE
24	TIMOTHY PLAN	INTL ETF	$2.0M	56684	0.94%	SOLE
25	ISHARES TR	CORE DIV GRWTH	$1.9M	27208	0.88%	SOLE
26	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$1.4M	63019	0.63%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$1.3M	58022	0.62%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$1.3M	59645	0.61%	SOLE
29	TIMOTHY PLAN	U S SM CP CORE	$1.2M	28707	0.56%	SOLE
30	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$1.1M	54088	0.52%	SOLE
31	ISHARES TR	ESG AWARE MSCI	$930K	19768	0.43%	SOLE
32	TIMOTHY PLAN	US LRGMD CP CORE	$882K	18991	0.41%	SOLE
33	ISHARES TR	CORE S&P TTL STK	$814K	5715	0.37%	SOLE
34	APPLE INC	COM	$784K	3088	0.36%	SOLE
35	EPR PPTYS	COM SH BEN INT	$756K	15139	0.35%	SOLE
36	NUSHARES ETF TR	NUVEEN ESG INTL	$735K	20358	0.34%	SOLE
37	MICROSOFT CORP	COM	$732K	1979	0.34%	SOLE
38	WISDOMTREE TR	INTL SMCAP DIV	$601K	7370	0.28%	SOLE
39	ISHARES TR	CORE MSCI TOTAL	$576K	6653	0.26%	SOLE
40	NEXTERA ENERGY INC	COM	$522K	5618	0.24%	SOLE
41	CANADIAN PACIFIC KANSAS CITY	COM	$495K	6295	0.23%	SOLE
42	ALLIANT ENERGY CORP	COM	$466K	6491	0.21%	SOLE
43	NVIDIA CORPORATION	COM	$462K	2651	0.21%	SOLE
44	ISHARES TR	MSCI EAFE ETF	$457K	4709	0.21%	SOLE
45	ISHARES GOLD TR	ISHARES NEW	$428K	4850	0.20%	SOLE
46	ISHARES TR	ESG OPTIMIZED	$426K	3226	0.20%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$365K	611	0.17%	SOLE
48	AGILENT TECHNOLOGIES INC	COM	$348K	3055	0.16%	SOLE
49	EVERGY INC	COM	$347K	4232	0.16%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$325K	499	0.15%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.