StockDriftsStockDriftsTop 50 Sound Financial Strategies Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 10.09% | 160.5K | $15.9M | -0.19%(-302) | $97.06(+0.35%) | 2026-06-30 | |
| CFIT | CAMBRIA ETF TR | 9.67% | 584.1K | $15.2M | new | $25.33(+3.02%) | 2026-06-30 | |
| TPIF | TIMOTHY PLAN | 4.25% | 179.3K | $6.7M | +1.13%(+2.00K) | $30.50(+27.46%) | 2026-06-30 | |
| WWJD | NORTHERN LTS FD TR IV | 4.14% | 170.9K | $6.5M | +1.10%(+1.85K) | $32.86(+22.69%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.06% | 89.7K | $6.4M | +0.24%(+211) | $63.28(+16.95%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.65% | 16.8K | $5.7M | +0.00%(+0) | $236.11(+36.45%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.37% | 24.2K | $5.3M | +0.57%(+138) | $194.49(+15.70%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.91% | 45.5K | $4.6M | -17.22%(-9.47K) | $100.61(-0.04%) | 2026-06-30 | |
| PTL | NORTHERN LTS FD TR IV | 2.63% | 14.5K | $4.1M | +1.50%(+214) | $217.04(+34.62%) | 2026-06-30 | |
| TPLC | TIMOTHY PLAN | 2.51% | 78.4K | $3.9M | +1.91%(+1.47K) | $43.16(+20.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.73% | +11.62% | -1.24% | -6.04% |
| Top 20 Holdings Unweighted | +8.96% | +29.35% | +3.40% | +18.21% |
Sound Financial Strategies Group, LLC reports $157.50M in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are AGG (10.1%), CFIT (9.7%) and TPIF (4.3%). The top 20 holdings account for 67.09% of reported assets. Its disclosed equity book has returned +11.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sound Financial Strategies Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800620). View Sound Financial Strategies Group, LLC’s 13F filings on SEC