Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sound Financial Strategies Group, LLC (CIK 1800620) reported $157.5M across 121 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($15.9M, 10.09%), CFIT ($15.2M, 9.67%), TPIF ($6.7M, 4.25%), WWJD ($6.5M, 4.14%), VEA ($6.4M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $15.9M | 10.09% | 160,502 | Trimmed |
| 2 | CFIT | CAMBRIA ETF TR | $15.2M | 9.67% | 584,134 | New |
| 3 | TPIF | TIMOTHY PLAN | $6.7M | 4.25% | 179,280 | Added |
| 4 | WWJD | NORTHERN LTS FD TR IV | $6.5M | 4.14% | 170,928 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 4.06% | 89,663 | Added |
| 6 | MTUM | ISHARES TR | $5.7M | 3.65% | 16,770 | Hold |
| 7 | QUAL | ISHARES TR | $5.3M | 3.37% | 24,169 | Added |
| 8 | SGOV | ISHARES TR | $4.6M | 2.91% | 45,544 | Trimmed |
| 9 | PTL | NORTHERN LTS FD TR IV | $4.1M | 2.63% | 14,456 | Added |
| 10 | TPLC | TIMOTHY PLAN | $3.9M | 2.51% | 78,396 | Added |
| 11 | ISMD | NORTHERN LTS FD TR IV | $3.9M | 2.49% | 78,430 | Added |
| 12 | TPSC | TIMOTHY PLAN | $3.6M | 2.26% | 74,136 | Added |
| 13 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $3.4M | 2.15% | 100,735 | Hold |
| 14 | KSPY | KRANESHARES TRUST | $3.3M | 2.06% | 110,977 | Hold |
| 15 | DBMF | LITMAN GREGORY FDS TR | $3.1M | 1.97% | 101,525 | Trimmed |
| 16 | KMLM | KRANESHARES TRUST | $3.1M | 1.97% | 113,028 | Trimmed |
| 17 | QQEW | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.87% | 18,437 | Trimmed |
| 18 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.7M | 1.72% | 104,137 | Hold |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $2.7M | 1.71% | 21,081 | Added |
| 20 | EGP | EASTGROUP PPTYS INC | $2.5M | 1.61% | 12,551 | Hold |
| 21 | GVAL | CAMBRIA ETF TR | $2.2M | 1.43% | 62,393 | Added |
| 22 | ELCV | STRATEGY SHS | $1.7M | 1.07% | 51,323 | Added |
| 23 | TPHD | TIMOTHY PLAN | $1.5M | 0.96% | 35,697 | Added |
| 24 | IJR | ISHARES TR | $1.5M | 0.93% | 9,918 | Added |
| 25 | VB | VANGUARD INDEX FDS | $1.4M | 0.91% | 4,710 | Added |
Source: SEC Form 13F filings · as of 2026-06-30