Fund manager · 13F holdings
Sound Financial Strategies Group, LLC
CIK 1800620
Q2 2026$157.50M
121 positions · Filed Aug 10, 2026 · Current
Q1 2026$146.53M
111 positions · Filed May 8, 2026
Q4 2025$141.62M
109 positions · Filed Feb 3, 2026
Q3 2025$136.98M
108 positions · Filed Oct 23, 2025
Q2 2025$118.26M
95 positions · Filed Aug 6, 2025
Q1 2025$112.01M
100 positions · Filed May 9, 2025
Q4 2024$119.87M
91 positions · Filed Feb 6, 2025
Q3 2024$124.51M
90 positions · Filed Nov 12, 2024
Q2 2024$115.08M
90 positions · Filed Aug 12, 2024
Q1 2024$120.24M
69 positions · Filed May 13, 2024
Q4 2023$118.70M
68 positions · Filed Feb 2, 2024
Q3 2023$121.00M
72 positions · Filed Nov 6, 2023
Q3 2023 is outside the free window
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