SEC Form 13F

Sound Financial Strategies Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$157,496,176
Positions121

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRAGGCOM$15,886,488160,502
CAMBRIA ETF TRCFITCOM$15,231,294584,134
TIMOTHY PLANTPIFCOM$6,688,937179,280
NORTHERN LTS FD TR IVWWJDCOM$6,517,485170,928
VANGUARD TAX-MANAGED FDSVEACOM$6,388,48989,663
ISHARES TRMTUMCOM$5,749,26016,770
ISHARES TRQUALCOM$5,303,40424,169
ISHARES TRSGOVCOM$4,584,91445,544
NORTHERN LTS FD TR IVPTLCOM$4,135,71714,456
TIMOTHY PLANTPLCCOM$3,947,23978,396

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page