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Sound Financial Strategies Group, LLC
Sound Financial Strategies Group, LLC is a registered investment adviser offering services in financial planning, investment management, retirement planning, and more.
Investment Strategy
Focused on managing assets with strategies that include stock market, interest rate, emerging market, and liquidity risks considerations.
Latest 13F Filing Activity
Sound Financial Strategies Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 95 equity positions with a total 13F market value of $118M. The fund increased holdings in Ishares TR, Eversource Energy, Factset Resh SYS Inc. among other positions. Sound Financial Strategies Group, LLC reduced exposure to Price T Rowe Group Inc., Ishares TR, West Pharmaceutical SVSC Inc. among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 12.37% | $14.6M | 147,450 | $99.25 | $99.20 | -$575.2K |
I IEF | ISHARES TR | 11.75% | $13.9M | 145,123 | $97.49 | $95.77 | +$3.8M |
S SGOV | ISHARES TR | 5.92% | $7.0M | 69,560 | $100.66 | $100.69 | +$551.0K |
T TPIF | TIMOTHY PLAN | 3.24% | $3.8M | 118,577 | $27.03 | $32.29 | +$154.3K |
W WWJD | NORTHERN LTS FD TR IV | 3.15% | $3.7M | 108,586 | $29.91 | $34.27 | +$171.0K |
Industry Allocation
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