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CIK: 0001998101
Total reported value
$242.4M
$242.4M
63 檔
34.6%
In Q4 2025, Sound Stewardship, LLC's U.S. equity holdings reached a combined market value of $242.4M, distributed across 63 disclosed stock positions.
Sound Stewardship, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 14.84% | -1.00% | +4.80% | |
| 2 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 8.09% | +0.18% | +0.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.62% | +0.36% | -0.30% | |
| 4 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 5.76% | -1.21% | -13.06% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 4.88% | -0.09% | +1.92% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.55% | +0.40% | +4.58% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.06% | -0.03% | -0.81% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.97% | +0.17% | +0.18% | |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.96% | -0.29% | +8.94% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.93% | -0.38% | +4.98% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.88% | -0.27% | +5.86% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.19% | +0.23% | -3.49% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.09% | +0.39% | +2.08% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.08% | +0.14% | +1.94% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.95% | -0.22% | +6.63% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.85% | +0.54% | -7.72% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.70% | +0.14% | -0.54% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | +0.02% | -1.07% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | +0.06% | -3.00% | |
| 20 | IDV | Ishares International Select | ETF-Other | 1.07% | -0.14% | -0.44% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.06% | -0.03% | +3.66% | |
| 22 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.03% | +0.01% | +787.56% | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.98% | +0.03% | +0.43% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.93% | -0.02% | -4.06% | |
| 25 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.93% | -0.09% | +17.43% | |
| 26 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.63% | -0.04% | +7.45% | |
| 27 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.63% | -0.06% | +6.61% | |
| 28 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.60% | -0.04% | +3.91% | |
| 29 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.56% | -0.01% | +21.61% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.03% | -16.14% | |
| 31 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.45% | +0.03% | -1.89% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | +0.01% | +0.98% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.14% | -11.22% | |
| 34 | XVV | Ishares Esg Select Screened | ETF-Other | 0.39% | +0.02% | -19.37% | |
| 35 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.37% | -0.04% | +20.76% | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.30% | -0.03% | +0.04% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.27% | — | -6.56% | |
| 38 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.27% | -0.01% | -11.99% | |
| 39 | EPR | Epr Properties | Stock-Real Estate | 0.26% | -0.03% | — | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.24% | -0.01% | -3.20% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.24% | -0.05% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.07% | -7.82% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | +0.12% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.04% | -0.31% | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.22% | +0.01% | -4.67% | |
| 46 | LNT | Alliant Energy CORP | Stock-Utilities | 0.20% | -0.01% | — | |
| 47 | A | Agilent Technologies Inc | Stock-Healthcare | 0.20% | -0.02% | -6.20% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | +0.01% | +2.64% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | +0.16% | |
| 50 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.18% | — | +0.33% |
According to official SEC Form 13F filings, Sound Stewardship, LLC reported a total U.S. public equity portfolio value of $242.4M across 63 disclosed positions in Q4 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 34.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSJT
市值: $344.3K
Top Position Liquidated / Trimmed
BSCP
前期市值: $7.1M
During Q4 2025, Sound Stewardship, LLC's top holdings by market value included BND (14.8%)、FNDB (8.1%)、IVV (6.6%). The largest single position, BND, represented 14.8% of total portfolio value.
In Q4 2025, Sound Stewardship, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 18 holdings, and fully liquidating 6 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.
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