Sound Financial Strategies Group, LLC
Q3 2026 13F filing
Updated 6 days ago104 disclosed positions worth $148.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $15.1M | 159.5K | 10.16% | — |
| 2 | ? N/A CAMBRIA ETF TR | $14.7M | 581.6K | 9.87% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $6.3M | 89.6K | 4.26% | — |
| 4 | ? N/A TIMOTHY PLAN | $6.3M | 168.5K | 4.21% | — |
| 5 | I NORTHERN LTS FD TR IV | $6.2M | 159.6K | 4.17% | — |
| 6 | V VANGUARD SCOTTSDALE FDS | $4.6M | 40.9K | 3.09% | — |
| 7 | V VANGUARD SCOTTSDALE FDS | $4.4M | 40.2K | 2.94% | — |
| 8 | E ISHARES TR | $4.3M | 42.3K | 2.87% | — |
| 9 | N NORTHERN LTS FD TR IV | $3.6M | 13.2K | 2.42% | — |
| 10 | T TIMOTHY PLAN | $3.6M | 73.4K | 2.39% | — |
| 11 | ? N/A KRANESHARES TRUST | $3.5M | 112.9K | 2.36% | — |
| 12 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $3.5M | 100.7K | 2.33% | — |
| 13 | ? N/A KRANESHARES TRUST | $3.3M | 111.0K | 2.25% | — |
| 14 | ? N/A IM GLOBAL PARTNER FUNDS | $3.3M | 101.4K | 2.22% | — |
| 15 | I NORTHERN LTS FD TR IV | $3.1M | 67.9K | 2.12% | — |
| 16 | ? N/A TIMOTHY PLAN | $3M | 68.1K | 2.05% | — |
| 17 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $3M | 104.1K | 2.02% | — |
| 18 | F FIRST TR EXCHANGE-TRADED FD | $2.8M | 17.2K | 1.89% | — |
| 19 | V VANGUARD SCOTTSDALE FDS | $2.7M | 20.7K | 1.79% | — |
| 20 | E EASTGROUP PPTYS INC | $2.5M | 12.6K | 1.67% | — |
| 21 | C CAMBRIA ETF TR | $2.3M | 60.3K | 1.54% | — |
| 22 | S STRATEGY SHS | $1.5M | 49.6K | 1.01% | — |
| 23 | N NVIDIA CORPORATION | $1.4M | 6.2K | 0.96% | — |
| 24 | T TIMOTHY PLAN | $1.4M | 34.7K | 0.95% | — |
| 25 | E ISHARES TR | $1.4M | 17.6K | 0.94% | — |
| 26 | V VANGUARD INDEX FDS | $1.4M | 4.9K | 0.93% | — |
| 27 | E ISHARES TR | $1.3M | 17.1K | 0.87% | — |
| 28 | E ISHARES TR | $1.3M | 9.5K | 0.87% | — |
| 29 | A APPLE INC | $1.3M | 3.9K | 0.87% | — |
| 30 | S SPDR INDEX SHS FDS | $1.3M | 24.6K | 0.86% | — |
| 31 | K PROSHARES TR | $1.2M | 22.7K | 0.83% | — |
| 32 | F FIRST TR EXCHANGE-TRADED FD | $1M | 5.8K | 0.70% | — |
| 33 | S SPDR SERIES TRUST | $980K | 10.9K | 0.66% | — |
| 34 | E ISHARES TR | $968K | 17.6K | 0.65% | — |
| 35 | E ISHARES TR | $937K | 7.8K | 0.63% | — |
| 36 | ? N/A GLOBAL X FDS | $889K | 22.3K | 0.60% | — |
| 37 | M SPDR SERIES TRUST | $879K | 3.8K | 0.59% | — |
| 38 | A ALPS ETF TR | $782K | 15.1K | 0.53% | — |
| 39 | I ISHARES BITCOIN TRUST ETF | $744K | 15.7K | 0.50% | — |
| 40 | M MICROSOFT CORP | $734K | 1.4K | 0.49% | — |
| 41 | E ISHARES TR | $706K | 3.2K | 0.48% | — |
| 42 | X EXXONMOBIL HOLDINGS CORP | $649K | 4.0K | 0.44% | — |
| 43 | F GLOBAL X FDS | $623K | 9.6K | 0.42% | — |
| 44 | C CATERPILLAR INC | $604K | 745 | 0.41% | — |
| 45 | L LINDE PLC | $552K | 1.2K | 0.37% | — |
| 46 | ? N/A GLOBAL X FDS | $526K | 19.4K | 0.35% | — |
| 47 | N NEXTERA ENERGY INC | $523K | 6.9K | 0.35% | — |
| 48 | W WEST PHARMACEUTICAL SVSC INC | $519K | 1.4K | 0.35% | — |
| 49 | N NORDSON CORP | $519K | 1.6K | 0.35% | — |
| 50 | E EXPEDITORS INTL WASH INC | $507K | 2.7K | 0.34% | — |