Sound Stewardship, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$218.3M
Holdings
63
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BND
VANGUARD BD INDEX FDS
Q1 2026: Sold 97.7% (418.1k → 9.5k shares)
14.9%
02
$FNDB
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 635.0k shares)
8.0%
03
$IVV
ISHARES TR
Q1 2026: Sold 53.0% (20.2k → 9.5k shares)
6.2%
04
$GLTR
ABRDN PRECIOUS METALS BASKET
Q1 2026: Exited (was 58.5k shares)
4.9%
05
$SCZ
ISHARES TR
Q1 2026: Exited (was 131.3k shares)
4.7%
06
$FNDA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 301.2k shares)
4.7%
07
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Sold 96.7% (187.4k → 6.3k shares)
4.1%
08
$BSCS
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 400.6k shares)
4.0%
09
$BSCR
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 410.4k shares)
3.9%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +67.2% (132.5k → 221.5k shares)
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.