account_balance
Investment manager · 13F filer · SEC CIK 2109204
Sound Portfolio Advisors, LLC
Reported value$142Mas of Sep 30, 2026
Positions48 1 new, 1 sold out
Top 10 weight70.0%VTI alone is 20%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
20.1%
FNDFSchwab Strategic Tr
13.1%Trimmed −3%
BILSPDR Series Trust
7.5%Trimmed −23%
MTUMiShares Tr
5.6%Trimmed −3%
FMDEFidelity Covington Trust
4.5%Added +6%
JAAAJanus Detroit STR Tr
4.4%Added +41%
EYLDCambria ETF Tr
3.8%Trimmed −7%
USMViShares Tr
3.7%Trimmed −8%
RAAXVaneck ETF Trust
3.7%Added +43%
BRK-BBerkshire Hathaway Inc
3.5%
SDVYFirst Tr Exchange Traded Fd
2.9%
GOVTiShares Tr
2.5%
VTIVanguard Index FDS
20.1%
FNDFSchwab Strategic Tr
13.1%−3%
BILSPDR Series Trust
7.5%
MTUMiShares Tr
5.6%
FMDE4.5%
JAAA4.4%
EYLDCambria ETF Tr
3.8%
USMViShares Tr
3.7%
RAAX3.7%
BRK-BSDVY2.9%
GOVT
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
VTI Vanguard Index FDS 20.1% Held
FNDF Schwab Strategic Tr 13.1% Trimmed −3%
BIL SPDR Series Trust 7.5% Trimmed −23%
MTUM iShares Tr 5.6% Trimmed −3%
FMDE Fidelity Covington Trust 4.5% Added +6%
JAAA Janus Detroit STR Tr 4.4% Added +41%
EYLD Cambria ETF Tr 3.8% Trimmed −7%
USMV iShares Tr 3.7% Trimmed −8%
RAAX Vaneck ETF Trust 3.7% Added +43%
BRK-B Berkshire Hathaway Inc 3.5% HeldSDVY First Tr Exchange Traded Fd 2.9% Held
GOVT iShares Tr 2.5% Added +44%
What changed
Biggest moves since Jun 30, 2026
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