Sound Financial Strategies Group, LLC - Portfolio Stock Holdings
Sound Financial Strategies Group, LLC disclosed 128 stock positions in a recent SEC 13F filing. $148,473,432 of stock holdings were filed, with the largest holdings including AGG, CFIT, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $217,657,061 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$148,473,432Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Sound Financial Strategies Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...