Institutions / Sound Financial Strategies Group, LLC

Sound Financial Strategies Group, LLC

CIK 1800620 · Institution · as of Dec 31, 2025

Portfolio value

$141.62M

Positions

109

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 109 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$13.78M	143,321	9.7%
iShares Tr	—	$13.78M	137,922	9.7%
iShares Tr	—	$5.47M	54,465	3.9%
Vanguard Intl Equity Index F	—	$4.86M	90,372	3.4%
iShares MSCI UAE ETF	—	$4.18M	16,682	2.9%
iShares MSCI UAE ETF	—	$3.95M	19,877	2.8%
Timothy Plan	—	$3.73M	107,549	2.6%
Northern Lts Fd Tr IV	—	$3.67M	100,524	2.6%
Simplify Exchange Traded Fun	—	$3.23M	100,735	2.3%
Kraneshares Trust	—	$3.05M	110,977	2.2%
Northern Lts Fd Tr IV	—	$2.92M	11,777	2.1%
Vanguard Scottsdale Fds	—	$2.83M	23,239	2.0%
Timothy Plan	—	$2.83M	62,204	2.0%
First Tr Exchange-Traded Fd	—	$2.69M	18,958	1.9%
Eastgroup Properties Inc	—	$2.24M	12,551	1.6%
Litman Gregory Fds Tr	—	$2.13M	75,842	1.5%
Kraneshares Trust	—	$2.06M	79,362	1.5%
Simplify Exchange Traded Fun	—	$2.04M	74,702	1.4%
Northern Lts Fd Tr IV	—	$1.77M	45,924	1.3%
Timothy Plan	—	$1.76M	42,497	1.2%
iShares Tr	—	$1.41M	20,356	1.0%
ProShares Tr	—	$1.38M	13,237	1.0%
First Tr Exchange Traded Fd	—	$1.36M	8,896	1.0%
iShares Tr	—	$1.31M	24,911	0.9%
Alps ETF Tr	—	$1.22M	25,973	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.