Sound Financial Strategies Group, LLC
Sound Financial Strategies Group, LLC reported 121 positions worth $157.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AGG (10.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $15.9M | 10.09% | 160,502 | — | — | |
| ▸ 2 | CFIT | SH | $15.2M | 9.67% | 584,134 | — | — | |
| ▸ 3 | TPIF | SH | $6.7M | 4.25% | 179,280 | — | — | |
| ▸ 4 | WWJD | SH | $6.5M | 4.14% | 170,928 | — | — | |
| ▸ 5 | VEA | SH | $6.4M | 4.06% | 89,663 | — | — | |
| ▸ 6 | MTUM | SH | $5.7M | 3.65% | 16,770 | — | — | |
| ▸ 7 | QUAL | SH | $5.3M | 3.37% | 24,169 | — | — | |
| ▸ 8 | SGOV | SH | $4.6M | 2.91% | 45,544 | — | — | |
| ▸ 9 | PTL | SH | $4.1M | 2.63% | 14,456 | — | — | |
| ▸ 10 | TPLC | SH | $3.9M | 2.51% | 78,396 | — | — |
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Frequently Asked Questions
What stocks does Sound Financial Strategies Group, LLC hold as of Q2 2026?
Sound Financial Strategies Group, LLC reported 121 positions worth $157.5M in its Q2 2026 13F filing. Largest positions: AGG (10.1%), CFIT (9.7%), TPIF (4.2%), WWJD (4.1%) and VEA (4.1%).
What did Sound Financial Strategies Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sound Financial Strategies Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.