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

Sound Income Strategies, LLC

$2.1B in tracked AUM across 2,596 positions as of Q1 2026.

SI
CIK 0001730960 · last filed Mar 31, 2026
Total AUM
$2.1B
as of Q1 2026
Holdings
2,596
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sound Income Strategies, 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
HTGC
HERCULES CAPITAL INC COM
$49M3.4M2.4%02
ARCC
ARES CAPITAL CORP COM
$47M2.7M2.3%03
GBDC
GOLUB CAP BDC INC COM
$47M3.8M2.3%04
TSLX
SIXTH STREET SPECIALTY LENDING COM
$47M2.6M2.2%05
OBDC
BLUE OWL CAPITAL CORPORATION COM
$43M4.0M2.1%06
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$43M1.0M2.1%07
HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
$40M2.1M2.0%08
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
$40M1.7M1.9%09
PFLT
PENNANTPARK FLOATING RATE CAP COM
$40M4.9M1.9%10
EMHY
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
$39M984K1.9%

Filing history

2026Q1Mar 31
$2.1B▼ 2.0%
2,596 positionsView →2025Q4Dec 31
$2.1B▲ 15.5%
2,516 positionsView →2025Q3Sep 30
$1.8B▲ 4.9%
1,701 positionsView →2025Q2Jun 30
$1.7B▲ 3.0%
1,609 positionsLocked2025Q1Mar 31
$1.7B▲ 4.7%
1,558 positionsLocked2024Q4Dec 31
$1.6B▲ 4.0%
1,478 positionsLocked2024Q3Sep 30
$1.6B▼ 2.9%
1,409 positionsLocked2024Q2Jun 30
$1.6B▲ 19.5%
1,385 positionsLocked2024Q1Mar 31
$1.3B▲ 11.5%
1,349 positionsLocked2023Q4Dec 31
$1.2B▲ 1.5%
1,319 positionsLocked2023Q3Sep 30
$1.2B▲ 21.7%
1,161 positionsLocked2023Q2Jun 30
$973M▲ 5.8%
1,111 positionsLocked
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