Sound Financial Strategies Group, LLC Portfolio Holdings

Sound Financial Strategies Group, LLC

  • $111 Million
  • Q2 2025

Sound Financial Strategies Group, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $111 Million distributed in 95 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 $14.6M, Ishares Barclays with a value of $13.9M, Ishares Trishares 0 3 Mnth Tre with a value of $7M, Timothy Plan Intl ETF (De) with a value of $3.83M, and Northern Lts Fd Tr Iv Inspire with a value of $3.72M.

Examining the 13F form we can see an increase of $5.76M in the current position value, from $106M to 111M.

Below you can find more details about Sound Financial Strategies Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Million
ETFs: $74.2 Million
Industrials: $10 Million
Consumer Defensive: $7.09 Million
Financial Services: $6.32 Million
Utilities: $2.97 Million
Healthcare: $2.45 Million
Basic Materials: $2.24 Million
Consumer Cyclical: $1.93 Million
Other: $4.19 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $111 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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