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 $146.5M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($16.0M, 10.89%), IEF ($15.9M, 10.83%), TPIF ($6.4M, 4.36%), WWJD ($6.3M, 4.31%), VEA ($5.7M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $16.0M | 10.89% | 160,804 | Added |
| 2 | IEF | ISHARES TR | $15.9M | 10.83% | 166,309 | Added |
| 3 | TPIF | TIMOTHY PLAN | $6.4M | 4.36% | 177,278 | Added |
| 4 | WWJD | NORTHERN LTS FD TR IV | $6.3M | 4.31% | 169,074 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 3.91% | 89,452 | New |
| 6 | SGOV | ISHARES TR | $5.5M | 3.78% | 55,017 | Added |
| 7 | QUAL | ISHARES TR | $4.6M | 3.15% | 24,031 | Added |
| 8 | MTUM | ISHARES TR | $4.0M | 2.75% | 16,770 | Added |
| 9 | TPLC | TIMOTHY PLAN | $3.6M | 2.44% | 76,927 | Added |
| 10 | PTL | NORTHERN LTS FD TR IV | $3.6M | 2.44% | 14,242 | Added |
| 11 | KMLM | KRANESHARES TRUST | $3.2M | 2.18% | 113,040 | Added |
| 12 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 2.17% | 100,735 | Hold |
| 13 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.1M | 2.15% | 104,137 | Added |
| 14 | ISMD | NORTHERN LTS FD TR IV | $3.1M | 2.12% | 77,651 | Added |
| 15 | TPSC | TIMOTHY PLAN | $3.1M | 2.11% | 72,894 | Added |
| 16 | DBMF | LITMAN GREGORY FDS TR | $3.1M | 2.09% | 101,535 | Added |
| 17 | KSPY | KRANESHARES TRUST | $3.0M | 2.08% | 110,977 | Hold |
| 18 | QQEW | FIRST TR EXCHANGE-TRADED FD | $2.4M | 1.61% | 18,585 | Trimmed |
| 19 | EGP | EASTGROUP PPTYS INC | $2.3M | 1.59% | 12,551 | Hold |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $2.3M | 1.58% | 21,078 | Trimmed |
| 21 | GVAL | CAMBRIA ETF TR | $2.0M | 1.39% | 61,373 | New |
| 22 | ELCV | STRATEGY SHS | $1.5M | 1.01% | 50,909 | Added |
| 23 | TPHD | TIMOTHY PLAN | $1.5M | 0.99% | 35,069 | Added |
| 24 | EFV | ISHARES TR | $1.3M | 0.89% | 17,474 | Added |
| 25 | IJR | ISHARES TR | $1.2M | 0.84% | 9,850 | Added |
Source: SEC Form 13F filings · as of 2026-03-31