§ 13F · FUND PROFILE
Sound Financial Strategies Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118.3T (13F)Positions · 95Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | 143K | $13.8T | 9.7% | −2% |
| 2 | AGG | ISHARES TR | 138K | $13.8T | 9.7% | −3% |
| 3 | SGOV | ISHARES TR | 54K | $5.5T | 3.9% | −9% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 90K | $4.9T | 3.4% | +17% |
| 5 | MTUM | ISHARES TR | 17K | $4.2T | 2.9% | +57% |
| 6 | QUAL | ISHARES TR | 20K | $3.9T | 2.8% | +254% |
| 7 | TPIF | TIMOTHY PLAN | 108K | $3.7T | 2.6% | +3% |
| 8 | WWJD | NORTHERN LTS FD TR IV | 101K | $3.7T | 2.6% | +3% |
| 9 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 101K | $3.2T | 2.3% | +25% |
| 10 | KSPY | KRANESHARES TRUST | 111K | $3.0T | 2.2% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound Financial Strategies Group, LLC is a Other fund managing $118259.2 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed