§ 13F · FUND PROFILE
Sound Portfolio Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 33Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$119.1T 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 73K | $24.4T | 20.5% | NEW |
| 2 | BIL | SPDR SERIES TRUST | 239K | $21.9T | 18.4% | NEW |
| 3 | FNDF | SCHWAB STRATEGIC TR | 386K | $17.4T | 14.6% | NEW |
| 4 | USMV | ISHARES TR | 68K | $6.4T | 5.4% | NEW |
| 5 | MTUM | ISHARES TR | 25K | $6.2T | 5.2% | NEW |
| 6 | CVLC | MORGAN STANLEY ETF TRUST | 69K | $5.8T | 4.9% | NEW |
| 7 | EYLD | CAMBRIA ETF TR | 142K | $5.4T | 4.6% | NEW |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $5.3T | 4.5% | NEW |
| 9 | FMDE | FIDELITY COVINGTON TRUST | 122K | $4.4T | 3.7% | NEW |
| 10 | SDVY | FIRST TR EXCHANGE-TRADED FD | 98K | $3.7T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound Portfolio Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed