Sound Stewardship, LLC holds a focused book of 73 stocks worth $242.4M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Praxis Impact Large Cap ETF and trimmed Ishares Msci Emr MRK Ex Chna. Their largest long position is Vanguard Total Bond Market at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1998101/holdings"
Use Arkolith to show Sound Stewardship, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $33.7M | 458.6K | 13.9% | ▲+3.9% Added · +17K sh | |
| 2 | Schwab Strategic TR FUNDAMENTAL US B | $19.8M | 649.5K | 8.2% | ▲+1.4% Added · +9K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $16.0M | 21.4K | 6.6% | ▲+2.5% Added · +513 sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL US S | $12.2M | 321.4K | 5.0% | ▲+2.7% Added · +8K sh | |
| 5 | Ishares TR EAFE SML CP ETF | $11.3M | 137.2K | 4.7% | ▲+4.0% Added · +5K sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.8M | 137.7K | 4.0% | ▲+4.1% Added · +5K sh | |
| 7 | Schwab Strategic TR FUNDAMENTAL INTL | $9.8M | 185.0K | 4.0% | ▲+2.1% Added · +4K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $8.9M | 437.5K | 3.7% | ▲+3.4% Added · +15K sh | |
| 9 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $8.9M | 48.9K | 3.7% | ▲+0.7% Added · +329 sh | |
| 10 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $8.7M | 445.7K | 3.6% | ▲+3.2% Added · +14K sh | |
| 11 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $8.5M | 458.3K | 3.5% | ▲+12% Added · +49K sh | |
| 12 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $8.4M | 432.4K | 3.5% | ▲+0.3% Added · +1K sh | |
| 13 | Ishares Inc MSCI EMRG CHN | $8.4M | 81.9K | 3.5% | ▼−3.9% Reduced · −3K sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $7.9M | 53.5K | 3.3% | ▲+0.2% Added · +114 sh | |
| 15 | Ishares TR CORE S&P MCP ETF | $7.8M | 101.0K | 3.2% | ▲+1.8% Added · +2K sh | |
| 16 | Vanguard World FD INF TECH ETF | $7.6M | 63.5K | 3.1% | ▲+685% Added · +55K sh | |
| 17 | Ishares TR TIPS BD ETF | $6.6M | 60.8K | 2.7% | ▲+3.8% Added · +2K sh | |
| 18 | Invesco Exchange Traded FD T RAFI US 1500 | $4.2M | 75.2K | 1.7% | ▼−0.5% Reduced · −401 sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $3.4M | 9.1K | 1.4% | ▼−1.8% Reduced · −169 sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.7M | 45.0K | 1.1% | ▲+6.4% Added · +3K sh | |
| 21 | SPDR Series Trust ST PORT HIGH ETF | $2.4M | 104.5K | 1.0% | ▲+6.9% Added · +7K sh | |
| 22 | Wisdomtree TR EMG MKTS SMCAP | $2.4M | 37.1K | 1.0% | ▲+6.9% Added · +2K sh | |
| 23 | Ishares TR INTL SEL DIV ETF | $2.3M | 54.5K | 0.9% | ▼−1.0% Reduced · −530 sh | |
| 24 | Timothy Plan INTL ETF | $2.1M | 55.4K | 0.9% | ▼−2.2% Reduced · −1K sh | |
| 25 | Ishares TR CORE DIV GRWTH | $2.1M | 27.2K | 0.9% | —Held | |
| 26 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $1.4M | 65.4K | 0.6% | ▲+3.8% Added · +2K sh | |
| 27 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $1.4M | 61.8K | 0.6% | ▲+3.7% Added · +2K sh | |
| 28 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $1.4M | 58.9K | 0.6% | ▲+1.4% Added · +843 sh | |
| 29 | Timothy Plan U S SM CP CORE | $1.3M | 27.7K | 0.5% | ▼−3.3% Reduced · −958 sh | |
| 30 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $1.3M | 61.1K | 0.5% | ▲+13% Added · +7K sh | |
| 31 | Apple Inc COM | $1.2M | 4.2K | 0.5% | ▲+36% Added · +1K sh | |
| 32 | Ishares TR ESG AWARE MSCI | $1.1M | 19.8K | 0.5% | ▲+0.3% Added · +70 sh | |
| 33 | Ishares TR CORE S&P TTL STK | $928K | 5.7K | 0.4% | ▼−1.1% Reduced · −63 sh | |
| 34 | Ishares TR ESG SELECT SCRE | $913K | 16.1K | 0.4% | ▲+0.2% Added · +32 sh | |
| 35 | Microsoft Corp COM | $904K | 2.4K | 0.4% | ▲+22% Added · +445 sh | |
| 36 | Timothy Plan US LRGMD CP CORE | $878K | 17.4K | 0.4% | ▼−8.1% Reduced · −2K sh | |
| 37 | Nushares ETF TR NUVEEN ESG INTL | $803K | 20.1K | 0.3% | ▼−1.5% Reduced · −302 sh | |
| 38 | Epr Pptys COM SH BEN INT | $783K | 13.5K | 0.3% | ▼−11% Reduced · −2K sh | |
| 39 | Nvidia Corporation COM | $677K | 3.4K | 0.3% | ▲+28% Added · +733 sh | |
| 40 | Ishares TR CORE MSCI TOTAL | $624K | 6.5K | 0.3% | ▼−1.7% Reduced · −113 sh | |
| 41 | Wisdomtree TR INTL SMCAP DIV | $618K | 7.4K | 0.3% | ▲+0.1% Added · +6 sh | |
| 42 | Canadian Pacific Kansas City COM | $526K | 6.1K | 0.2% | ▼−3.6% Reduced · −225 sh | |
| 43 | Ishares TR ESG OPTIMIZED | $498K | 3.2K | 0.2% | —Held | |
| 44 | Alliant Energy Corp COM | $495K | 6.5K | 0.2% | —Held | |
| 45 | Ishares TR MSCI EAFE ETF | $490K | 4.7K | 0.2% | ▲+0.2% Added · +11 sh | |
| 46 | NextEra Energy Inc COM | $487K | 5.5K | 0.2% | ▼−1.3% Reduced · −72 sh | |
| 47 | Vanguard Index FDS S&P 500 ETF SHS | $423K | 616 | 0.2% | ▲+0.8% Added · +5 sh | |
| 48 | Alphabet Inc CAP STK CL A | $421K | 1.2K | 0.2% | ▲+56% Added · +423 sh | |
| 49 | Ishares Gold TR ISHARES NEW | $375K | 5.0K | 0.2% | ▲+2.4% Added · +115 sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $373K | 500 | 0.2% | ▲+0.2% Added · +1 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 73 | $242.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 63 | $218.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 63 | $208.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 66 | $208.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 62 | $193.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 60 | $175.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 60 | $168.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 60 | $178.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.