Sound Portfolio Advisors, LLC: 13F holdings
CIK 21092042026Q2
| Positions | 48 |
|---|
| Reported value | $140.9m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 48 (+4 vs prior quarter) |
|---|
| Reported value | $140.9m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 75,620 | $28.0m | 19.9% |
| EWU SCHWAB STRATEGIC TR | 359,334 | $19.0m | 13.5% |
| BIL SPDR SERIES TRUST | 153,162 | $14.0m | 10.0% |
| MTUM ISHARES TR | 25,821 | $8.9m | 6.3% |
| FMDE FIDELITY COVINGTON TRUST | 150,403 | $6.1m | 4.3% |
| USMV ISHARES TR | 58,581 | $5.7m | 4.0% |
| EYLD CAMBRIA ETF TR | 121,981 | $5.5m | 3.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 10,046 | $5.0m | 3.6% |
| JAAA JANUS DETROIT STR TR | 89,050 | $4.5m | 3.2% |
| SDVY FIRST TR EXCHANGE TRADED FD | 101,013 | $4.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109204")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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