SEC Form 13F

Sound Financial Strategies Group, LLC 13F Holdings

Inspect Sound Financial Strategies Group, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-11T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-11
Reported value
$157,496,176
Positions
121

Read this manager's filing book

Step 1 of 3

Disclosed positions

Sound Financial Strategies Group, LLC: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer
ISHARES TR
Ticker
AGG
Class
COM
Reported value
$15,886,488
Reported amount
160,502
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001398344-26-013883
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Step 3 of 3

Browse institutional filings

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Browse institutional filings
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Disclosed positions

See the complete disclosed positions
ISHARES TRAGGCOM$15,886,488160,502SHNone
CAMBRIA ETF TRCFITCOM$15,231,294584,134SHNone
TIMOTHY PLANTPIFCOM$6,688,937179,280SHNone
NORTHERN LTS FD TR IVWWJDCOM$6,517,485170,928SHNone
VANGUARD TAX-MANAGED FDSVEACOM$6,388,48989,663SHNone
ISHARES TRMTUMCOM$5,749,26016,770SHNone
ISHARES TRQUALCOM$5,303,40424,169SHNone
ISHARES TRSGOVCOM$4,584,91445,544SHNone
NORTHERN LTS FD TR IVPTLCOM$4,135,71714,456SHNone
TIMOTHY PLANTPLCCOM$3,947,23978,396SHNone
NORTHERN LTS FD TR IVISMDCOM$3,921,26578,430SHNone
TIMOTHY PLANTPSCCOM$3,557,19474,136SHNone
SIMPLIFY EXCHANGE TRADED FUNHEQTCOM$3,378,652100,735SHNone
KRANESHARES TRUSTKSPYCOM$3,251,204110,977SHNone
KRANESHARES TRUSTKMLMCOM$3,110,530113,028SHNone
LITMAN GREGORY FDS TRDBMFCOM$3,107,680101,525SHNone
FIRST TR EXCHANGE-TRADED FDQQEWCOM$2,942,54518,437SHNone
SIMPLIFY EXCHANGE TRADED FUNCTACOM$2,701,314104,137SHNone
VANGUARD SCOTTSDALE FDSVONGCOM$2,694,36321,081SHNone
EASTGROUP PPTYS INCEGPCOM$2,541,95412,551SHNone
CAMBRIA ETF TRGVALCOM$2,247,39662,393SHNone
STRATEGY SHSELCVCOM$1,686,98751,323SHNone
TIMOTHY PLANTPHDCOM$1,509,26935,697SHNone
ISHARES TRIJRCOM$1,470,9399,918SHNone
VANGUARD INDEX FDSVBCOM$1,427,6954,710SHNone
ISHARES TREFVCOM$1,348,73417,619SHNone
ISHARES TRDGROCOM$1,333,37317,593SHNone
PROSHARES TRNOBLCOM$1,294,20723,045SHNone
SPDR INDEX SHS FDSSPEMCOM$1,272,85624,582SHNone
NVIDIA CORPORATIONNVDACOM$1,258,3666,289SHNone
FIRST TR EXCHANGE-TRADED FDGRIDCOM$1,181,9476,164SHNone
ISHARES TRIFRACOM$1,143,54618,140SHNone
SPDR SERIES TRUSTXARCOM$1,123,5253,959SHNone
APPLE INCAAPLCOM$1,120,5003,872SHNone
ISHARES TREFGCOM$970,2277,798SHNone
SPDR SERIES TRUSTSPYMCOM$903,31910,279SHNone
GLOBAL X FDSURACOM$893,88420,455SHNone
ALPS ETF TRAMLPCOM$835,09616,106SHNone
GLOBAL X FDSAIQCOM$727,35211,086SHNone
SPDR SERIES TRUSTBILSCOM$642,0946,461SHNone
GLOBAL X FDSDTCRCOM$625,77420,605SHNone
CATERPILLAR INCCATCOM$576,111541SHNone
ISHARES BITCOIN TRUST ETFIBITCOM$563,76616,935SHNone
PACER FDS TRINDSCOM$551,86913,725SHNone
VANGUARD SCOTTSDALE FDSVTWVCOM$547,2322,800SHNone
MICROSOFT CORPMSFTCOM$534,1651,432SHNone
LINDE PLCLINCOM$527,7621,017SHNone
PROCTER & GAMBLE COPGCOM$527,1713,595SHNone
ALPHABET INCGOOGCOM$526,8151,491SHNone
COHEN & STEERS QUALITY INCOMRQICOM$520,06142,247SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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