Sound Financial Strategies Group
$157M 13F equity value
127 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sound Financial Strategies Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AGG | ISHARES TR | 160,502 | $16M | 10.1% |
| CFIT | CAMBRIA ETF TR | 584,134 | $15M | 9.7% |
| TPIF | TIMOTHY PLAN | 179,280 | $7M | 4.2% |
| WWJD | NORTHERN LTS FD TR IV | 170,928 | $7M | 4.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 89,663 | $6M | 4.1% |
| MTUM | ISHARES TR | 16,770 | $6M | 3.7% |
| QUAL | ISHARES TR | 24,169 | $5M | 3.4% |
| SGOV | ISHARES TR | 45,544 | $5M | 2.9% |
| PTL | NORTHERN LTS FD TR IV | 14,456 | $4M | 2.6% |
| TPLC | TIMOTHY PLAN | 78,396 | $4M | 2.5% |
Track Sound Financial Strategies Group's 13F portfolio: $157M in reported holdings, 127 positions. Top holdings and quarterly changes on SentiSense.
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