Sound Financial Strategies Group, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $14.3M, Ishares Barclays with a value of $14.1M, Ishares Trishares 0 3 Mnth Tre with a value of $6M, Vanguard Ftse Emerging Mkts Et with a value of $4.18M, and Timothy Plan Intl ETF (De) with a value of $3.49M.
Examining the 13F form we can see an increase of $16.2M in the current position value, from $111M to 128M.
Below you can find more details about Sound Financial Strategies Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $87.2 Million
Industrials: $9.92 Million
Financial Services: $6.01 Million
Consumer Defensive: $5.23 Million
Utilities: $3.02 Million
Healthcare: $2.59 Million
Basic Materials: $2.54 Million
Technology: $2.54 Million
Other: $6.05 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
