Arkolith/Funds/Sound Financial Strategies Group, LLC

Sound Financial Strategies Group, LLC

CIK 1800620
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Sound Financial Strategies Group, LLC holds a focused book of 121 stocks worth $157.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Cambria Fixed Income Trend and trimmed Ishares Core U.S. Aggregate. Their largest long position is Ishares Core U.S. Aggregate at 10% of the equity book.

Opened
52
bought for the first time
Added to
70
already held, bought more
Trimmed
19
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
47%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
4%
Industrials
3%
Financials
2%
Real Estate
2%
Materials
2%
Consumer Discretionary
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sound Financial Strategies Group, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC79 / 80$59.4B
OSAIC HOLDINGS, INC.79 / 80$12.4B
LPL Financial LLC78 / 80$62.1B
HARBOUR INVESTMENTS, INC.78 / 80$743.2M
MORGAN STANLEY77 / 80$406.2B
RAYMOND JAMES FINANCIAL INC77 / 80$70.3B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$14.0B
CWM, LLC77 / 80$6.6B

Ranked by how many of Sound Financial Strategies Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

121 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
COM
$15.9M160.5K
10.1%
−0.2%
Reduced · −302 sh
2Cambria ETF TR
COM
$15.2M584.1K
9.7%
New
New position
3Timothy Plan
COM
$6.7M179.3K
4.2%
+1.1%
Added · +2K sh
4Northern LTS FD TR IV
COM
$6.5M170.9K
4.1%
+1.1%
Added · +2K sh
5Vanguard Tax-Managed FDS
COM
$6.4M89.7K
4.1%
+0.2%
Added · +211 sh
6Ishares TR
COM
$5.7M16.8K
3.7%
Held
7Ishares TR
COM
$5.3M24.2K
3.4%
+0.6%
Added · +138 sh
8Ishares TR
COM
$4.6M45.5K
2.9%
−17%
Reduced · −9K sh
9Northern LTS FD TR IV
COM
$4.1M14.5K
2.6%
+1.5%
Added · +214 sh
10Timothy Plan
COM
$3.9M78.4K
2.5%
+1.9%
Added · +1K sh
11Northern LTS FD TR IV
COM
$3.9M78.4K
2.5%
+1.0%
Added · +779 sh
12Timothy Plan
COM
$3.6M74.1K
2.3%
+1.7%
Added · +1K sh
13Simplify Exchange Traded Fun
COM
$3.4M100.7K
2.1%
Held
14Kraneshares Trust
COM
$3.3M111.0K
2.1%
Held
15Kraneshares Trust
COM
$3.1M113.0K
2.0%
~0%
Reduced · −12 sh
16Litman Gregory FDS TR
COM
$3.1M101.5K
2.0%
~0%
Reduced · −10 sh
17First TR Exchange-Traded FD
COM
$2.9M18.4K
1.9%
−0.8%
Reduced · −148 sh
18Simplify Exchange Traded Fun
COM
$2.7M104.1K
1.7%
Held
19Vanguard Scottsdale FDS
COM
$2.7M21.1K
1.7%
~0%
Added · +3 sh
20Eastgroup Pptys Inc
COM
$2.5M12.6K
1.6%
Held
21Cambria ETF TR
COM
$2.2M62.4K
1.4%
+1.7%
Added · +1K sh
22Strategy SHS
COM
$1.7M51.3K
1.1%
+0.8%
Added · +414 sh
23Timothy Plan
COM
$1.5M35.7K
1.0%
+1.8%
Added · +628 sh
24Ishares TR
COM
$1.5M9.9K
0.9%
+0.7%
Added · +68 sh
25Vanguard Index FDS
COM
$1.4M4.7K
0.9%
+1.2%
Added · +56 sh
26Ishares TR
COM
$1.3M17.6K
0.9%
+0.8%
Added · +145 sh
27Ishares TR
COM
$1.3M17.6K
0.8%
+1.4%
Added · +247 sh
28Proshares TR
COM
$1.3M23.0K
0.8%
+106%
Added · +12K sh
29SPDR Index SHS FDS
COM
$1.3M24.6K
0.8%
+0.5%
Added · +117 sh
30Nvidia Corporation
COM
$1.3M6.3K
0.8%
+8.2%
Added · +474 sh
31First TR Exchange-Traded FD
COM
$1.2M6.2K
0.8%
+1.8%
Added · +107 sh
32Ishares TR
COM
$1.1M18.1K
0.7%
+2.3%
Added · +408 sh
33SPDR Series Trust
COM
$1.1M4.0K
0.7%
+2.7%
Added · +103 sh
34Apple Inc
COM
$1.1M3.9K
0.7%
Held
35Ishares TR
COM
$970K7.8K
0.6%
+0.5%
Added · +35 sh
36SPDR Series Trust
COM
$903K10.3K
0.6%
New
New position
37Global X FDS
COM
$894K20.5K
0.6%
+3.0%
Added · +595 sh
38ALPS ETF TR
COM
$835K16.1K
0.5%
+1.9%
Added · +299 sh
39Global X FDS
COM
$727K11.1K
0.5%
+1.1%
Added · +124 sh
40SPDR Series Trust
COM
$642K6.5K
0.4%
Held
41Global X FDS
COM
$626K20.6K
0.4%
+1.1%
Added · +215 sh
42Caterpillar Inc
COM
$576K541
0.4%
−1.1%
Reduced · −6 sh
43Ishares Bitcoin Trust ETF
COM
$564K16.9K
0.4%
−30%
Reduced · −7K sh
44Pacer FDS TR
COM
$552K13.7K
0.4%
+2.2%
Added · +296 sh
45Vanguard Scottsdale FDS
COM
$547K2.8K
0.3%
+2.1%
Added · +57 sh
46Microsoft Corp
COM
$534K1.4K
0.3%
−0.5%
Reduced · −7 sh
47Linde PLC
COM
$528K1.0K
0.3%
−2.0%
Reduced · −21 sh
48Procter & Gamble Co
COM
$527K3.6K
0.3%
+24%
Added · +704 sh
49Alphabet Inc
COM
$527K1.5K
0.3%
Held
50Cohen & Steers Quality Incom
COM
$520K42.2K
0.3%
+1.9%
Added · +811 sh
Showing 50 of 121 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026121$157.5M13F-HR
Q1 2026Mar 31, 2026May 8, 2026111$146.5M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026109$141.6M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025108$137.0M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202595$118.3M13F-HR
Q1 2025Mar 31, 2025May 9, 2025100$112.0M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202591$119.9M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202490$124.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.