13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001998101
Total reported value
$242.4M
$242.4M
66 檔
33.2%
According to the latest 13F quarterly dataset, Sound Stewardship, LLC managed an equity portfolio of $242.4M at the end of Q3 2025, spanning 66 distinct U.S. exchange-listed positions.
In Q3 2025, Sound Stewardship, LLC displayed an active expansion posture, initiating 8 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 14.24% | -1.00% | +3.76% | |
| 2 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 7.83% | +0.18% | +2.81% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.49% | +0.36% | +1.59% | |
| 4 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 5.34% | -1.21% | -3.02% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 4.74% | -0.09% | -0.56% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.31% | +0.40% | -1.85% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.90% | -0.03% | -0.33% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.80% | +0.17% | +2.70% | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.75% | -0.38% | +4.62% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.67% | -0.27% | +3.74% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.63% | -0.29% | +4.96% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.42% | — | +0.38% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.27% | +0.23% | +11.34% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.07% | +0.54% | -1.31% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.99% | +0.14% | +3.97% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.82% | +0.39% | -1.17% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.80% | -0.22% | +3.44% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.70% | +0.14% | -0.30% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.02% | -6.34% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.15% | +0.06% | +2.68% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.04% | -0.03% | +4.68% | |
| 22 | IDV | Ishares International Select | ETF-Other | 1.00% | -0.14% | -0.50% | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.98% | +0.03% | +4.13% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.96% | -0.02% | -8.08% | |
| 25 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.77% | -0.09% | -9.87% | |
| 26 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.59% | -0.06% | +4.09% | |
| 27 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.59% | -0.04% | +4.99% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.03% | -1.38% | |
| 29 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.58% | -0.04% | +3.90% | |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.57% | — | +0.09% | |
| 31 | XVV | Ishares Esg Select Screened | ETF-Other | 0.47% | +0.02% | +2.29% | |
| 32 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.46% | -0.01% | -4.24% | |
| 33 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.45% | +0.03% | +2.54% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.14% | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | +0.01% | -7.35% | |
| 36 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.32% | -0.01% | +3.57% | |
| 37 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.32% | -0.04% | -5.79% | |
| 38 | EPR | Epr Properties | Stock-Real Estate | 0.30% | -0.03% | — | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.30% | -0.03% | -9.68% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | — | -1.37% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.07% | -2.18% | |
| 42 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.25% | -0.01% | -9.63% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.22% | +0.01% | +0.03% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | -2.79% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.21% | -0.05% | — | |
| 46 | LNT | Alliant Energy CORP | Stock-Utilities | 0.21% | -0.01% | — | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.21% | -0.04% | -3.53% | |
| 48 | A | Agilent Technologies Inc | Stock-Healthcare | 0.20% | -0.02% | — | |
| 49 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.18% | — | -0.96% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | +0.01% | -1.11% |
According to official SEC Form 13F filings, Sound Stewardship, LLC reported a total U.S. public equity portfolio value of $242.4M across 66 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, FNDB, IVV) accounted for 33.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
XVV
市值: $985.5K
Top Position Liquidated / Trimmed
NUSC
前期市值: $436.2K
During Q3 2025, Sound Stewardship, LLC's top holdings by market value included BND (14.2%)、FNDB (7.8%)、IVV (6.5%). The largest single position, BND, represented 14.2% of total portfolio value.
In Q3 2025, Sound Stewardship, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.