Sound Stewardship, LLC
•CIK: 1998101•Filing: Q4 2025
**Sound Stewardship, LLC** manages $209M across a diversified portfolio of 63 positions. The fund exhibits a notable allocation to fixed income and broad market exposure, evidenced by the top holdings including BND ($31.0M) and FNDB ($16.9M). Significant weight is also placed in core equity indices, with IVV ($13.8M) and VEA ($8.3M) representing key components. This structure suggests a disciplined, multi-asset approach targeting stability alongside growth potential.
Total AUM
$208.7M
QoQ Performance
+0.1%
Positions
32
Top 10 Concentration
60.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
FNDB
IVV
GLTR
BND14.8%
FNDB8.1%
IVV6.6%
GLTR5.8%
SCZ4.9%
FNDA4.5%
FNDF4.1%
VEA4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.2%
ETF7.0%
Technology1.2%
Financial0.2%
Utilities0.2%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑29 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023