§ 13F · FUND PROFILE
Sound Financial Strategies Group, LLC.
AUM · $157M (13F)Positions · 121Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 161K | $16M | 10.1% | ±0% |
| 2 | CFIT | CAMBRIA ETF TR | 584K | $15M | 9.7% | NEW |
| 3 | TPIF | TIMOTHY PLAN | 179K | $7M | 4.2% | +1% |
| 4 | WWJD | NORTHERN LTS FD TR IV | 171K | $7M | 4.1% | +1% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 90K | $6M | 4.1% | ±0% |
| 6 | MTUM | ISHARES TR | 17K | $6M | 3.7% | ±0% |
| 7 | QUAL | ISHARES TR | 24K | $5M | 3.4% | +1% |
| 8 | SGOV | ISHARES TR | 46K | $5M | 2.9% | −17% |
| 9 | PTL | NORTHERN LTS FD TR IV | 14K | $4M | 2.6% | +2% |
| 10 | TPLC | TIMOTHY PLAN | 78K | $4M | 2.5% | +2% |
§ 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 $157 million in assets. The fund runs a portfolio of 121 positions.
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