Sound Stewardship, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,418
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 73 | 242,418 | 13F-HR | Sound Stewardship, LLC |
| Q1 2026 | 4/10/2026 | 63 | 218,271 | 13F-HR | Sound Stewardship, LLC |
| Q4 2025 | 1/30/2026 | 63 | 208,667 | 13F-HR | Sound Stewardship, LLC |
| Q3 2025 | 10/15/2025 | 66 | 208,413 | 13F-HR | Sound Stewardship, LLC |
| Q2 2025 | 7/14/2025 | 62 | 193,884 | 13F-HR | Sound Stewardship, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.06 K | 9.5% | 1.597 K | 0 | 1.597 K |
| ETFs | 219.4 K | 90.5% | 22.55 K | 0 | 22.55 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
242,418
Holdings
73
QoQ value change ($000)
24,147
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.