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Sound Stewardship, LLC
Sound Stewardship, LLC is a fee-only investment adviser headquartered in Overland Park, Kansas, serving primarily high net worth and individual clients. Founded in 2004, the firm is wholly owned by Matthew Johnne Syverson, CFP®. Sound Stewardship provides comprehensive financial planning and investment advisory services, including annual and hourly planning as well as financial education and consulting. As of April 2025, the firm reports $243.6 million in assets under management and employs 9 people.
Investment Strategy
Sound Stewardship, LLC specializes in providing holistic, client-focused financial plans tailored to each client's goals and objectives. The firm adopts a comprehensive approach that includes detailed financial analysis across net worth, cash flow, major purchases, tax planning, retirement, and investments. Investment strategies are disciplined, with periodic reviews and ongoing support through quarterly and annual meetings. The firm emphasizes low-conflict, fee-only fiduciary responsibility and does not engage in performance-based fees or proprietary product sales. They focus on creating long-term, sustainable wealth for individuals, primarily high net worth clients, leveraging evidence-based investment principles and customized asset allocations aligned with clients' evolving needs.
Latest 13F Filing Activity
Sound Stewardship, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $208M. The fund increased holdings in Abrdn Precious Metals Basket, Schwab Strategic TR, Vanguard BD Index FDS among other positions. Sound Stewardship, LLC reduced exposure to Timothy Plan, Canadian Pacific Kansas City, Ishares TR among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 14.24% | $29.7M | 398,929 | $72.41 | $74.37 | +$1.4M |
F FNDB | SCHWAB STRATEGIC TR | 7.83% | $16.3M | 633,824 | $18.37 | $25.74 | +$1.5M |
I IVV | ISHARES TR | 6.49% | $13.5M | 20,223 | $415.14 | $669.30 | +$1.2M |
G GLTR | ABRDN PRECIOUS METALS BASKET | 5.34% | $11.1M | 67,260 | $89.47 | $165.45 | +$1.5M |
S SCZ | ISHARES TR | 4.74% | $9.9M | 128,812 | $58.04 | $76.72 | +$468.1K |
Industry Allocation
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