13F Insight
DOSSIER · 13F-HR · Q1 2026

Sound Financial Strategies Group, LLC

$147M in tracked AUM across 111 positions as of Q1 2026.

SF
CIK 0001800620 · last filed Mar 31, 2026
Total AUM
$147M
as of Q1 2026
Holdings
111
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$16M161K10.9%02
IEF
ISHARES TR
$16M166K10.8%03
TPIF
TIMOTHY PLAN
$6M177K4.4%04
WWJD
NORTHERN LTS FD TR IV
$6M169K4.3%05
VEA
VANGUARD TAX-MANAGED FDS
$6M89K3.9%06
SGOV
ISHARES TR
$6M55K3.8%07
QUAL
ISHARES TR
$5M24K3.1%08
MTUM
ISHARES TR
$4M17K2.7%09
TPLC
TIMOTHY PLAN
$4M77K2.4%10
PTL
NORTHERN LTS FD TR IV
$4M14K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$137M▼ 8.7%
73 positionsLocked
Showing 12 of 26