DOSSIER · 13F-HR · Q2 2026

Sound Portfolio Advisors, LLC

$141M in tracked AUM across 48 positions as of Q2 2026.

SP
CIK 0002109204 · last filed Jun 30, 2026
Total AUM
$141M
as of Q2 2026
Holdings
48
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sound Portfolio Advisors, 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
VTI
VANGUARD INDEX FDS
$28M76K19.9%
02
FNDF
SCHWAB STRATEGIC TR
$19M359K13.5%
03
BIL
SPDR SERIES TRUST
$14M153K10.0%
04
MTUM
ISHARES TR
$9M26K6.3%
05
FMDE
FIDELITY COVINGTON TRUST
$6M150K4.3%
06
USMV
ISHARES TR
$6M59K4.0%
07
EYLD
CAMBRIA ETF TR
$6M122K3.9%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M10K3.6%
09
JAAA
JANUS DETROIT STR TR
$4M89K3.2%
10
SDVY
FIRST TR EXCHANGE TRADED FD
$4M101K3.1%

Filing history

2026Q2Jun 30
$141M▲ 14.5%
48 positionsView →
2026Q1Mar 31
$123M▲ 3.4%
44 positionsView →
2025Q4Dec 31
$119M—
33 positionsView →