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Sound Income Strategies, LLC - Portfolio Stock Holdings

Sound Income Strategies, LLC disclosed 2572 stock positions in a recent SEC 13F filing. $2,226,830,333 of stock holdings were filed, with the largest holdings including HTGC, ARCC, and GBDC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $4,181,062,401 and has 134 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

2572

Est. Stock Holding Value:

$2,226,830,333

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Sound Income Strategies, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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