DOSSIER · 13F-HR · Q1 2026

Sound Portfolio Advisors, LLC

$123M in tracked AUM across 44 positions as of Q1 2026.

SP
CIK 0002109204 · last filed Mar 31, 2026
Total AUM
$123M
as of Q1 2026
Holdings
44
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Sound Portfolio Advisors, 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
VTI
VANGUARD INDEX FDS
$23M73K18.9%
02
BIL
SPDR SERIES TRUST
$22M244K18.1%
03
FNDF
SCHWAB STRATEGIC TR
$19M384K15.3%
04
USMV
ISHARES TR
$6M67K5.0%
05
MTUM
ISHARES TR
$6M25K4.9%
06
EYLD
CAMBRIA ETF TR
$6M141K4.7%
07
CVLC
MORGAN STANLEY ETF TRUST
$5M69K4.5%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M11K4.1%
09
FMDE
FIDELITY COVINGTON TRUST
$4M122K3.6%
10
SDVY
FIRST TR EXCHANGE TRADED FD
$4M96K3.1%

Filing history

2026Q1Mar 31
$123M 3.4%
44 positionsView →
2025Q4Dec 31
$119M
33 positionsView →