13F Insight
DOSSIER · 13F-HR · Q2 2026

Sound Financial Strategies Group, LLC

$157M in tracked AUM across 121 positions as of Q2 2026.

SF
CIK 0001800620 · last filed Jun 30, 2026
Total AUM
$157M
as of Q2 2026
Holdings
121
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sound Financial Strategies Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$16M161K10.1%02
CFIT
CAMBRIA ETF TR
$15M584K9.7%03
TPIF
TIMOTHY PLAN
$7M179K4.2%04
WWJD
NORTHERN LTS FD TR IV
$7M171K4.1%05
VEA
VANGUARD TAX-MANAGED FDS
$6M90K4.1%06
MTUM
ISHARES TR
$6M17K3.7%07
QUAL
ISHARES TR
$5M24K3.4%08
SGOV
ISHARES TR
$5M46K2.9%09
PTL
NORTHERN LTS FD TR IV
$4M14K2.6%10
TPLC
TIMOTHY PLAN
$4M78K2.5%

Filing history

2026Q2Jun 30
$157M▲ 7.5%
121 positionsView →2026Q1Mar 31
$147M▲ 3.5%
111 positionsView →2025Q4Dec 31
$142M▲ 3.4%
109 positionsView →2025Q3Sep 30
$137M▲ 15.8%
108 positionsView →2025Q2Jun 30
$118M▲ 5.6%
95 positionsLocked2025Q1Mar 31
$112M▼ 6.6%
100 positionsLocked2024Q4Dec 31
$120M▼ 3.7%
91 positionsLocked2024Q3Sep 30
$125M▲ 8.2%
90 positionsLocked2024Q2Jun 30
$115M▼ 4.3%
90 positionsLocked2024Q1Mar 31
$120M▲ 1.3%
69 positionsLocked2023Q4Dec 31
$119M▼ 1.9%
68 positionsLocked2023Q3Sep 30
$121M▼ 11.6%
72 positionsLocked
Showing 12 of 27