Sound Stewardship, LLC - Portfolio Stock Holdings
Sound Stewardship, LLC disclosed 73 stock positions in a recent SEC 13F filing. $242,417,496 of stock holdings were filed, with the largest holdings including BND, FNDB, and IVV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $284,618,866 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$242,417,496Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sound Stewardship, LLC
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