What does Sound Financial Strategies Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Sound Financial Strategies Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$16M161K10.9%

ISHARES TR

$16M166K10.8%

TIMOTHY PLAN

$6M177K4.4%

NORTHERN LTS FD TR IV

$6M169K4.3%

VANGUARD TAX-MANAGED FDS

$6M89K3.9%

ISHARES TR

$6M55K3.8%

ISHARES TR

$5M24K3.1%

ISHARES TR

$4M17K2.7%

TIMOTHY PLAN

$4M77K2.4%

NORTHERN LTS FD TR IV

$4M14K2.4%

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