Sound Financial Strategies Group, LLC

Institutional manager (13F) · CIK 1800620

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $128M

#	Issuer	Value	Shares
1	ISHARES TR	$16M	160,804
2	ISHARES TR	$16M	166,309
3	TIMOTHY PLAN	$6M	177,278
4	NORTHERN LTS FD TR IV	$6M	169,074
5	VANGUARD TAX-MANAGED FDS	$6M	89,452
6	ISHARES TR	$6M	55,017
7	ISHARES TR	$5M	24,031
8	ISHARES TR	$4M	16,770
9	TIMOTHY PLAN	$4M	76,927
10	NORTHERN LTS FD TR IV	$4M	14,242
11	KRANESHARES TRUST	$3M	113,040
12	SIMPLIFY EXCHANGE TRADED FUN	$3M	100,735
13	SIMPLIFY EXCHANGE TRADED FUN	$3M	104,137
14	NORTHERN LTS FD TR IV	$3M	77,651
15	TIMOTHY PLAN	$3M	72,894
16	LITMAN GREGORY FDS TR	$3M	101,535
17	KRANESHARES TRUST	$3M	110,977
18	FIRST TR EXCHANGE-TRADED FD	$2M	18,585
19	EASTGROUP PPTYS INC	$2M	12,551
20	VANGUARD SCOTTSDALE FDS	$2M	21,078
21	CAMBRIA ETF TR	$2M	61,373
22	STRATEGY SHS	$1M	50,909
23	TIMOTHY PLAN	$1M	35,069
24	ISHARES TR	$1M	17,474
25	ISHARES TR	$1M	9,850
26	VANGUARD INDEX FDS	$1M	4,654
27	ISHARES TR	$1M	17,346
28	PROSHARES TR	$1M	11,185
29	SPDR INDEX SHS FDS	$1M	24,465
30	SPDR SERIES TRUST	$1M	12,384
31	ISHARES TR	$1M	17,732
32	NVIDIA CORPORATION	$1M	5,815
33	FIRST TR EXCHANGE-TRADED FD	$991k	6,057
34	APPLE INC	$983k	3,872
35	SPDR SERIES TRUST	$979k	3,856
36	GLOBAL X FDS	$962k	19,860
37	ISHARES BITCOIN TRUST ETF	$927k	24,117
38	GOLDMAN SACHS ETF TR	$891k	10,521
39	ISHARES TR	$865k	7,763
40	ALPS ETF TR	$832k	15,807
41	SPDR SERIES TRUST	$642k	6,461
42	CHEVRON CORPORATION	$554k	2,679
43	MICROSOFT CORP	$533k	1,439
44	LINDE PLC	$515k	1,038
45	GLOBAL X FDS	$512k	10,962
46	COHEN & STEERS QUALITY INCOM	$499k	41,436
47	PACER FDS TR	$493k	13,429
48	ISHARES GOLD TR	$490k	5,555
49	GLOBAL X FDS	$489k	20,390
50	SPDR SERIES TRUST	$480k	4,441

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.