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Sound Income Strategies, LLC - Portfolio Stock Holdings

Sound Income Strategies, LLC disclosed 2704 stock positions in a recent SEC 13F filing. $2,054,333,970 of stock holdings were filed, with the largest holdings including HTGC, ARCC, and GBDC. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.

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:

March 31, 2026

No. of Stocks:

2704

Est. Stock Holding Value:

$2,054,333,970

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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