Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sound Stewardship, LLC

Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0002085853-25-000094

Total Value
$208.4M
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835398,929$29.7M14.24%
2SCHWAB STRATEGIC TR808524789633,824$16.3M7.83%
3ISHARES TR46428720020,223$13.5M6.49%
4ABRDN PRECIOUS METALS BASKETGLTR67,260$11.1M5.34%
5ISHARES TR464288273128,812$9.9M4.74%
6SCHWAB STRATEGIC TR808524763288,025$9.0M4.31%
7SCHWAB STRATEGIC TR808524755188,977$8.1M3.90%
8VANGUARD TAX-MANAGED FDS921943858132,233$7.9M3.80%
9INVESCO EXCH TRD SLF IDX FDIVZ399,409$7.8M3.75%
10INVESCO EXCH TRD SLF IDX FDIVZ387,658$7.6M3.67%
11INVESCO EXCH TRD SLF IDX FDIVZ367,740$7.6M3.63%
12INVESCO EXCH TRD SLF IDX FDIVZ344,976$7.1M3.42%
13ISHARES TR46428780457,420$6.8M3.27%
14VANGUARD WORLD FD92204A7028,562$6.4M3.07%
15ISHARES TR46428750795,591$6.2M2.99%
16ISHARES INC46434G76486,904$5.9M2.82%
17ISHARES TR46428717652,501$5.8M2.80%
18INVESCO EXCHANGE TRADED FD TIVZ77,848$3.5M1.70%
19VANGUARD INDEX FDS9229087699,455$3.1M1.49%
20VANGUARD INTL EQUITY INDEX F92204285844,172$2.4M1.15%
21SPDR SERIES TRUST78468R60690,509$2.2M1.04%
22ISHARES TR46428844857,078$2.1M1.00%
23WISDOMTREE TRWT35,742$2.0M0.98%
24ISHARES TR46434V62129,292$2.0M0.96%
25TIMOTHY PLAN88743233447,765$1.6M0.77%
26INVESCO EXCH TRD SLF IDX FDIVZ52,813$1.2M0.59%
27INVESCO EXCH TRD SLF IDX FDIVZ55,649$1.2M0.59%
28MICROSOFT CORPMSFT2,360$1.2M0.59%
29INVESCO EXCH TRD SLF IDX FDIVZ53,218$1.2M0.58%
30INVESCO EXCH TRD SLF IDX FDIVZ51,349$1.2M0.57%
31ISHARES TR46436E56919,127$985,4710.47%
32TIMOTHY PLAN88743234223,136$961,7660.46%
33ISHARES TR46435U66320,606$928,9330.45%
34APPLE INCAAPL3,477$885,3360.42%
35ISHARES TR4642871506,015$876,0130.42%
36NUSHARES ETF TRNU17,566$660,8280.32%
37TIMOTHY PLAN88743235914,234$659,0090.32%
38EPR PPTYS26884U10910,922$633,5860.30%
39WISDOMTREE TRWT7,808$620,7920.30%
40ISHARES TR46432F8347,199$594,4800.29%
41NVIDIA CORPORATIONNVDA2,876$536,6240.26%
42CANADIAN PACIFIC KANSAS CITYCP7,029$523,5880.25%
43ISHARES TR4642888023,384$458,9870.22%
44ISHARES TR4642874654,881$455,7130.22%
45ISHARES GOLD TRIAU6,150$447,5360.21%
46ALLIANT ENERGY CORPLNT6,491$437,5590.21%
47NEXTERA ENERGY INCNEE-PW5,744$433,6160.21%
48AGILENT TECHNOLOGIES INCA3,257$418,0570.20%
49SPDR INDEX SHS FDS78463X7565,688$382,7430.18%
50SCHWAB STRATEGIC TR80852420114,408$379,5120.18%
51VANGUARD INDEX FDS922908363610$373,2890.18%
52SPDR S&P 500 ETF TRSPY504$335,7550.16%
53EVERGY INCEVRG4,232$321,7170.15%
54WALMART INCWMT3,060$315,3730.15%
55BERKSHIRE HATHAWAY INC DELBRK-A594$298,6280.14%
56AMAZON COM INCAMZN1,206$264,8800.13%
57COMMERCE BANCSHARES INCCBSH4,402$263,0640.13%
58NUSHARES ETF TRNU7,075$252,5070.12%
59TESLA INCTSLA547$243,4540.12%
60INVESCO EXCH TRD SLF IDX FDIVZ12,879$242,2570.12%
61ISHARES TR46436E5515,502$241,2650.12%
62VANGUARD INDEX FDS922908629820$240,7250.12%
63SCHWAB STRATEGIC TR8085248708,849$238,4850.11%
64GARMIN LTDGRMN905$222,9260.11%
65ISHARES TR4642885701,710$215,3750.10%
66JPMORGAN CHASE & CO.VYLD655$206,5910.10%