Sound Stewardship, LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's address as 9101 W. 110th St., Suite 150 in Overland Park, Kansas, and identifies Matthew J. Syverson as the Chief Compliance Officer responsible for the report.
The report details a total of 76 separate holdings. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with significant positions in broad market indices and fixed income funds. Notable equity positions include shares of Apple Inc., Microsoft Corporation, and Alphabet Inc. Class A, alongside holdings in Berkshire Hathaway Inc. Class B and Broadcom Inc.
In the ETF sector, Sound Stewardship holds substantial amounts of iShares and Vanguard funds. The iShares Core S&P 500 ETF is listed with a position size of 16,992,910 shares. The portfolio also includes various fixed income ETFs, such as the Vanguard Total Bond Market Index Fund, which is listed with 31,809,371 shares.
The filing indicates that all positions are held in a Sole capacity, with no shared voting or dispositive power reported for any of the securities listed.
