Sound Portfolio Advisors, LLC
•CIK: 2109204•Filing: Q4 2025
**Sound Portfolio Advisors, LLC** manages $119M across a diversified portfolio of 33 positions. The strategy exhibits a notable allocation to core market exposure, highlighted by the top holding in VTI at $24.4M. Significant tactical weight is placed in short-duration instruments, evidenced by the $21.9M position in BIL. The remaining portfolio structure balances broad market indices with specific fixed-income and sector plays, including $17.4M in FNDF.
Total AUM
$119.1M
QoQ Performance
N/A
Positions
28
Top 10 Concentration
84.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
BIL
FNDF
USMV
MTUM
VTI20.5%
BIL18.4%
FNDF14.6%
USMV5.4%
MTUM5.2%
CVLC4.9%
EYLD4.6%
BRK/B4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.5%
Financial6.4%
Technology1.4%
Healthcare0.7%
Energy0.6%
Utilities0.2%
Consumer0.2%