Sound Stewardship, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$218,271
Net value change ($000)
+9,604 (4.6%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSCT 5,482 254.6%
BND 1,540 5.0%
BSJT 794 230.8%
FNDA 660 7.0%
FNDB 548 3.2%
FNDF 391 4.6%
BSCS 384 4.7%
BSCR 376 4.6%
TIP 308 5.0%
IJH 271 4.2%
Top Reduces (Value $000, Stocks/ETFs)
GLTR -1,404 -11.7%
VGT -311 -5.2%
MSFT -225 -23.5%
JPM -211 -100.0%
CBSH -205 -100.0%
IVV -195 -1.4%
VTI -154 -4.9%
SCHX -101 -25.4%
ITOT -89 -9.9%
PRFZ -85 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type