§ 13F · FUND PROFILE
Sound Financial Strategies Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137M (13F)Positions · 108Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 161K | $16M | 10.9% | +17% |
| 2 | IEF | ISHARES TR | 166K | $16M | 10.8% | +16% |
| 3 | TPIF | TIMOTHY PLAN | 177K | $6M | 4.4% | +65% |
| 4 | WWJD | NORTHERN LTS FD TR IV | 169K | $6M | 4.3% | +68% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $6M | 3.9% | NEW |
| 6 | SGOV | ISHARES TR | 55K | $6M | 3.8% | +1% |
| 7 | QUAL | ISHARES TR | 24K | $5M | 3.1% | +21% |
| 8 | MTUM | ISHARES TR | 17K | $4M | 2.7% | +1% |
| 9 | TPLC | TIMOTHY PLAN | 77K | $4M | 2.4% | +24% |
| 10 | PTL | NORTHERN LTS FD TR IV | 14K | $4M | 2.4% | +21% |
§ 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 $137 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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