Investor
Sound Stewardship, LLC
CIK 0001998101 · filed 2026-04-13 · SEC filing
13F book
$218.3M
Positions
63
2 new · 2 sold
Largest name
14.9%
Vanguard Bd Index Fds
Est. mark
$1.68M
Price effect on 61 names still held. Flow $7.93M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 441.4K | $32.5M | 14.9% | −$179.8K | Added$1.54M |
| Schwab Strategic Tr | — | 640.4K | $17.4M | 8.0% | $400.1K | Added$547.4K |
| Ishares Tr | — | 20.8K | $13.6M | 6.2% | −$639.4K | Added−$194.6K |
| Abrdn Precious Metals Basket | — | 48.5K | $10.6M | 4.9% | $636.9K | Cut−$1.4M |
| Ishares Tr | — | 131.9K | $10.3M | 4.7% | $115.5K | Added$166.5K |
| Schwab Strategic Tr | — | 313K | $10.2M | 4.7% | $277.1K | Added$660.3K |
| Schwab Strategic Tr | — | 181.2K | $8.87M | 4.1% | $674.1K | Cut$391.6K |
| Invesco Exch Trd Slf Idx Fd | — | 422.9K | $8.64M | 4.0% | −$70.9K | Added$384.6K |
| Invesco Exch Trd Slf Idx Fd | — | 431.9K | $8.48M | 3.9% | −$47.2K | Added$376.2K |
| Vanguard Tax-Managed Fds | — | 132.2K | $8.47M | 3.9% | $212.8K | Cut$195.3K |
| Invesco Exch Trd Slf Idx Fd | — | 431.2K | $8.42M | 3.9% | −$18.9K | Added$212.7K |
| Invesco Exch Trd Slf Idx Fd | — | 409.2K | $7.64M | 3.5% | −$20K | Added$5.48M |
| Ishares Tr | — | 99.2K | $6.7M | 3.1% | $149.1K | Added$270.9K |
| Ishares Inc | — | 85.2K | $6.7M | 3.1% | $509.4K | Cut$252.3K |
| Ishares Tr | — | 53.4K | $6.63M | 3.0% | $220.5K | Cut−$26.8K |
| Ishares Tr | — | 58.5K | $6.46M | 3.0% | $25.1K | Added$308.2K |
| Vanguard World Fd | — | 8.09K | $5.65M | 2.6% | −$443.1K | Added−$310.5K |
| Invesco Exchange Traded Fd T | — | 75.6K | $3.47M | 1.6% | −$1.5K | Cut−$85.3K |
| Vanguard Index Fds | — | 9.29K | $2.98M | 1.4% | −$134.5K | Cut−$154.6K |
| Ishares Tr | — | 55K | $2.34M | 1.1% | $171.1K | Cut$99K |
| Vanguard Intl Equity Index F | — | 42.3K | $2.29M | 1.0% | $12.3K | Cut−$17.7K |
| State Srt Spdr Prtfl Hgh | — | 97.8K | $2.28M | 1.0% | −$32.8K | Added$59.3K |
| Wisdomtree Tr | — | 34.7K | $2.08M | 1.0% | $99.2K | Cut$30.1K |
| Timothy Plan | — | 56.7K | $2.04M | 0.9% | $76.3K | Added$97.7K |
| Ishares Tr | — | 27.2K | $1.91M | 0.9% | $20.7K | Cut−$41.5K |
| Invesco Exch Trd Slf Idx Fd | — | 63K | $1.37M | 0.6% | −$18.8K | Added$51.1K |
| Invesco Exch Trd Slf Idx Fd | — | 58K | $1.34M | 0.6% | −$9.29K | Added$30.5K |
| Invesco Exch Trd Slf Idx Fd | — | 59.6K | $1.33M | 0.6% | −$13.8K | Added$83.3K |
| Timothy Plan | — | 28.7K | $1.22M | 0.6% | $28K | Added$52.2K |
| Invesco Exch Trd Slf Idx Fd | — | 54.1K | $1.14M | 0.5% | −$7.61K | Added$793.4K |
| Ishares Tr | — | 19.8K | $929.5K | 0.4% | $20.6K | Cut−$16 |
| Timothy Plan | — | 19K | $881.9K | 0.4% | $17K | Added$100.7K |
| Ishares Tr | — | 5.71K | $813.9K | 0.4% | −$35.8K | Cut−$89.2K |
| Ishares Tr | — | 16K | $789.6K | 0.4% | −$53.7K | Added−$23.2K |
| Apple Inc. | AAPL | 3.09K | $783.6K | 0.4% | −$56K | Added−$55.7K |
| Epr Pptys | — | 15.1K | $756.3K | 0.3% | $656 | Added$211.3K |
| Nushares Etf Tr | — | 20.4K | $735.1K | 0.3% | −$1.55K | Added$175.4K |
| Microsoft Corp | MSFT | 1.98K | $732.4K | 0.3% | −$224.5K | Held |
| Wisdomtree Tr | — | 7.37K | $600.7K | 0.3% | $3.59K | Cut−$32.1K |
| Ishares Tr | — | 6.65K | $576.4K | 0.3% | $13.3K | Cut$7.04K |
| Nextera Energy Inc | — | 5.62K | $521.8K | 0.2% | $70.8K | Cut$62.1K |
| Canadian Pacific Kansas City | — | 6.29K | $495.2K | 0.2% | $31.7K | Cut−$5.81K |
| Alliant Energy Corp | LNT | 6.49K | $465.8K | 0.2% | $43.8K | Held |
| Nvidia Corp | NVDA | 2.65K | $462.4K | 0.2% | −$32.1K | Held |
| Ishares Tr | — | 4.71K | $457.4K | 0.2% | $5.18K | Cut−$11.9K |
| Ishares Gold Tr | — | 4.85K | $427.6K | 0.2% | $33.9K | Cut−$71.6K |
| Ishares Tr | — | 3.23K | $426.1K | 0.2% | −$23.4K | Held |
| Vanguard Index Fds | — | 611 | $365.4K | 0.2% | −$17.7K | Held |
| Agilent Technologies, Inc. | A | 3.06K | $348.2K | 0.2% | −$67.5K | Held |
| Evergy, Inc. | EVRG | 4.23K | $346.7K | 0.2% | $39.9K | Held |
| Spdr S&P 500 Etf Tr | — | 499 | $324.5K | 0.1% | −$15.8K | Cut−$19.2K |
| Spdr Index Shs Fds | — | 4.62K | $305.7K | 0.1% | $2.13K | Cut−$69K |
| Schwab Strategic Tr | — | 11.6K | $297.3K | 0.1% | −$14.7K | Cut−$100.7K |
| Berkshire Hathaway Inc Del | — | 561 | $268.8K | 0.1% | −$13.2K | Cut−$19.2K |
| Quanta Svcs Inc | — | 455 | $249.8K | 0.1% | — | New |
| Nushares Etf Tr | — | 6.7K | $246.2K | 0.1% | $7.76K | Cut−$6.01K |
| Schwab Us Tips Etf | — | 9.09K | $241.9K | 0.1% | $1.07K | Added$6.31K |
| Vanguard Index Fds | — | 822 | $236K | 0.1% | −$2.58K | Added−$2.29K |
| Ishares Tr | — | 5.19K | $235.5K | 0.1% | $3.76K | Cut−$8.08K |
| Spdr Series Trust | — | 1.75K | $223.2K | 0.1% | $10.1K | Held |
| Alphabet Inc | — | 756 | $217.4K | 0.1% | −$19.2K | Held |
| Oge Energy Corp. | OGE | 4.29K | $205.5K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 547 | $203.5K | 0.1% | −$42.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.