What does Sound Portfolio Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$23M73K18.9%

SPDR SERIES TRUST

$22M244K18.1%

SCHWAB STRATEGIC TR

$19M384K15.3%

ISHARES TR

$6M67K5.0%

ISHARES TR

$6M25K4.9%

CAMBRIA ETF TR

$6M141K4.7%

MORGAN STANLEY ETF TRUST

$5M69K4.5%

BERKSHIRE HATHAWAY INC DEL

$5M11K4.1%

FIDELITY COVINGTON TRUST

$4M122K3.6%

FIRST TR EXCHANGE TRADED FD

$4M96K3.1%

Filing history loading…