Sound Income Strategies, LLC - Portfolio Stock Holdings
Sound Income Strategies, LLC disclosed 532 stock positions in a recent SEC 13F filing. $2,227,216,498 of stock holdings were filed, with the largest holdings including HTGC, ARCC, and OBDC. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
532Est. Stock Holding Value:
$2,227,216,498Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sound Income Strategies, LLC
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% of Portfolio
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