Sound Financial Strategies Group, LLC
•CIK: 1800620•Filing: Q4 2025
**Sound Financial Strategies Group, LLC** manages $142M across a diversified portfolio of 109 positions. The strategy exhibits a significant allocation to fixed income, evidenced by top holdings in IEF and AGG, each representing $13.8M. Further diversification is notable with substantial exposure to short-term Treasuries via SGOV ($5.5M) and international equities through VWO ($4.9M). This structure suggests a tactical, fixed-income-heavy approach with targeted global and thematic equity tilts.
Total AUM
$141.6M
QoQ Performance
+3.4%
Positions
84
Top 10 Concentration
42.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IEF
AGG
IEF9.7%
AGG9.7%
SGOV3.9%
VWO3.4%
MTUM2.9%
QUAL2.8%
TPIF2.6%
WWJD2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.4%
Technology2.5%
Materials2.2%
Consumer1.4%
Healthcare1.4%
Utilities0.9%
ETF0.7%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW15 new positions
↑41 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023