Sound Financial Strategies Group, LLC: 13F holdings
CIK 18006202026Q2
| Positions | 121 |
|---|
| Reported value | $157.5m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 121 (+10 vs prior quarter) |
|---|
| Reported value | $157.5m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 160,502 | $15.9m | 10.1% |
| CAMBRIA ETF TR | 584,134 | $15.2m | 9.7% |
| TIMOTHY PLAN | 179,280 | $6.7m | 4.2% |
| WWJD NORTHERN LTS FD TR IV | 170,928 | $6.5m | 4.1% |
| VEA VANGUARD TAX-MANAGED FDS | 89,663 | $6.4m | 4.1% |
| MTUM ISHARES TR | 16,770 | $5.7m | 3.7% |
| QUAL ISHARES TR | 24,169 | $5.3m | 3.4% |
| SGOV ISHARES TR | 45,544 | $4.6m | 2.9% |
| PTL NORTHERN LTS FD TR IV | 14,456 | $4.1m | 2.6% |
| TPLC TIMOTHY PLAN | 78,396 | $3.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800620")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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