Sound Financial Strategies Group, LLC Portfolio Holdings

Sound Financial Strategies Group, LLC

  • $128 Million
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.85B
$760,000 0.6% of portfolio
7,503
Q3 2025 Added 3.95%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $128 Million
  • Prior Value $111 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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