Portfolio (Quarterly) Guide ↗

Sound Stewardship, LLC

· CIK 0001998101

13F Portfolio $218M AUM 63 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 23 Added 24 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JPM	JPMORGAN CHASE & CO.	Financial Services	655	$211K	0.10%	SOLD
2	CBSH	COMMERCE BANCSHARES INC	Financial Services	3,919	$205K	0.10%	SOLD

Sector Allocation

Financial Services 68.2%

Technology 11.9%

Utilities 9.2%

Real Estate 4.5%

Healthcare 2.1%

Industrials 1.5%

Communication Services 1.3%

Consumer Cyclical 1.2%