TraderTrends
Manager Profile

Sound Financial Strategies Group, LLC

Diversified · Financial Services 59%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

MADISON, MS

Portfolio Value

$146.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287226 464287440 887432334 66538H419 921943858

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
59.4%
Basic Materials
13.4%
Industrials
4.5%
Energy
4.5%
Consumer Cyclical
3.6%
Technology
3.2%
Healthcare
3.2%
Utilities
2.4%
Consumer Defensive
2.4%
Real Estate
2%
Communication Services
0.7%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 160.8K

16M

Position Value
2
ISHARES TR

Shares: 166.3K

15.9M

Position Value
3
TIMOTHY PLAN

Shares: 177.3K

6.4M

Position Value
4
NORTHERN LTS FD TR IV

Shares: 169.1K

6.3M

Position Value
5
VANGUARD TAX-MANAGED FDS

Shares: 89.5K

5.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID