account_balance

Investment manager · 13F filer · SEC CIK 1998101

Sound Stewardship, LLC

Reported value$246Mas of Sep 30, 2026
Positions76 8 new, 5 sold out
Top 10 weight56.9%BND alone is 13%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BND Vanguard Bd Index FDS 12.9% Held
FNDB Schwab Strategic Tr 8.2% Held
IVV iShares Tr 6.9% Added +4%
SCZ iShares Tr 4.8% Added +2%
FNDA Schwab Strategic Tr 4.7% Added +2%
VEA Vanguard Tax-Managed FDS 4.2% Added +5%
FNDF Schwab Strategic Tr 4.1% Held
BSCS Invesco Exch TRD SLF Idx Fd 3.7% Added +4%
BSCR Invesco Exch TRD SLF Idx Fd 3.7% Added +5%
BSCT Invesco Exch TRD SLF Idx Fd 3.7% Added +8%
BSCQ Invesco Exch TRD SLF Idx Fd 3.5% Held
EMXC iShares Inc 3.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • JBND $2.11M
  • MUB $647K
  • CBC $587K
  • BSMR $285K
arrow_upwardAdded
  • NUDM +15%
  • TPIF +12%
  • XVV +11%
  • BSJT +9%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast