account_balance
Investment manager · 13F filer · SEC CIK 1800620
Sound Financial Strategies Group, LLC
Reported value$148Mas of Sep 30, 2026
Positions104 7 new, 24 sold out
Top 10 weight46.4%AGG alone is 10%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
10.2%
CFITCambria ETF Tr
9.9%
VEAVanguard Tax-Managed FDS
4.3%
TPIFTimothy Plan
4.2%Trimmed −6%
WWJDNorthern LTS Fd Tr IV
4.2%Trimmed −7%
VTWOVanguard Scottsdale FDS
3.1%New
VONVVanguard Scottsdale FDS
2.9%New
SGOViShares Tr
2.9%Trimmed −7%
PTLNorthern LTS Fd Tr IV
2.4%Trimmed −9%
TPLCTimothy Plan
2.4%−6%
KMLMKraneshares Trust
2.4%
HEQTSimplify Exchange Traded Fun
2.3%
AGGiShares Tr
10.2%
CFITCambria ETF Tr
9.9%
VEAVanguard Tax-Managed FDS
4.3%
TPIFTimothy Plan
4.2%
WWJDNorthern LTS Fd Tr IV
4.2%−7%
VTWOVanguard Scottsdale FDS
3.1%
VONVVanguard Scottsdale FDS
2.9%
SGOViShares Tr
2.9%
PTL2.4%
TPLC2.4%
KMLM2.4%
HEQT2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 10.2% Held
CFIT Cambria ETF Tr 9.9% Held
VEA Vanguard Tax-Managed FDS 4.3% Held
TPIF Timothy Plan 4.2% Trimmed −6%
WWJD Northern LTS Fd Tr IV 4.2% Trimmed −7%
VTWO Vanguard Scottsdale FDS 3.1% New
VONV Vanguard Scottsdale FDS 2.9% New
SGOV iShares Tr 2.9% Trimmed −7%
PTL Northern LTS Fd Tr IV 2.4% Trimmed −9%
TPLC Timothy Plan 2.4% Trimmed −6%
KMLM Kraneshares Trust 2.4% Held
HEQT Simplify Exchange Traded Fun 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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