Sound Stewardship, LLC

RIA/Wealth

Sound Stewardship, LLC is a RIA/Wealth based in Chicago, IL led by Matthew Johnne Syverson, reporting $243.6M in AUM as of Q3 2025 with 91% ETF concentration and 58% concentrated in top 10 holdings.

MemberMatthew Johnne Syverson

Portfolio Value: $208.4M
Positions: 66
Top Holding: BND at 14.24%
Last Reported: Q3 2025

Address625 West Adams Street, Floor 19, Chicago, IL, 60661, United States

Top Holdings

Largest long holdings in Sound Stewardship, LLC's portfolio (58.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Bond Market BND	ETF ETF	$29.7M	14.24%	+$1.1M Bought	— 398.9K shares	Q4 2022 Held for 2y 11m
2 Schwab Fundamental U.S. Broad Market FNDB	ETF ETF	$16.3M	7.83%	+$445.6K Bought	— 633.8K shares	Q4 2022 Held for 2y 11m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$13.5M	6.49%	+$211.5K Bought	— 20.2K shares	Q4 2022 Held for 2y 11m
4 GLTR abrdn Physical Precious Metals Basket Shares GLTR	Unknown Unknown	$11.1M	5.34%	-$346.0K Sold	— 67.3K shares	Q4 2022 Held for 2y 11m
5 iShares MSCI EAFE Small-Cap ETF SCZ	ETF ETF	$9.9M	4.74%	-$55.2K Sold	— 128.8K shares	Q4 2022 Held for 2y 11m
6 Schwab Fundamental U.S. Small Company FNDA	ETF ETF	$9.0M	4.31%	-$168.8K Sold	— 288.0K shares	Q4 2022 Held for 2y 11m
7 FNDF Schwab Fundamental International Equity FNDF	ETF ETF	$8.1M	3.90%	-$27.1K Sold	— 189.0K shares	Q4 2022 Held for 2y 11m
8 Vanguard FTSE Developed Markets VEA	ETF ETF	$7.9M	3.80%	+$208.1K Bought	— 132.2K shares	Q4 2022 Held for 2y 11m
9 Invesco BulletShares 2026 Corporate Bond BSCQ	ETF ETF	$7.8M	3.75%	+$345.1K Bought	— 399.4K shares	Q4 2022 Held for 2y 11m
10 Invesco BulletShares 2027 Corporate Bond BSCR	ETF ETF	$7.6M	3.67%	+$275.8K Bought	— 387.7K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sound Stewardship, LLC's latest filing

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Market Value

$208.4M

Prior: $193.9M

Q/Q Change

+7.49%

+$14.5M

Net Flows % of MV

+1.67%

Turnover Ratio

1.73%

New Purchases

3 stocks

$664.2K

Added To

26 stocks

+$4.6M

Sold Out Of

0 stocks

Reduced Holdings

28 stocks

-$1.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2029 Corporate Bond BSCT	New	0 → 12.9K +$242.3K
2 iShares MSCI KLD 400 Social ETF DSI	New	0 → 1.7K +$215.4K
3 JPMorgan Chase JPM	New	0 → 655.0 +$206.6K
4 iShares Core S&P Small-Cap ETF IJR	+11.34%	51.6K → 57.4K +$694.9K
5 Invesco BulletShares 2028 High Yield Corporate Bond BSJS	+4.99%	53.0K → 55.6K +$58.4K

Decreased Positions

Position	Shares Δ	Change
1 Garmin GRMN	-10.04%	1.0K → 905.0 −$24.9K
2 Timothy Plan International TPIF	-9.87%	53.0K → 47.8K −$174.5K
3 DLS WisdomTree International SmallCap Dividend DLS	-9.68%	8.6K → 7.8K −$66.5K
4 Canadian Pacific Kansas City CP	-9.63%	7.8K → 7.0K −$55.8K
5 iShares Core Dividend Growth DGRO	-8.08%	31.9K → 29.3K −$175.4K