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Showing Q1 2024 data
SOUNDMARK WEALTH MANAGEMENT, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
SOUNDMARK WEALTH MANAGEMENT, LLC
•CIK: 1831431•Filing: Q1 2024
**SOUNDMARK WEALTH MANAGEMENT, LLC** manages $225M across a diversified portfolio of 70 positions. The fund exhibits significant concentration in specific names, notably maintaining a substantial $25.3M allocation to DFAC. Key holdings also include major technology and financial sector names such as MSFT ($15.8M), DFIC ($13.6M), and BIV ($13.1M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$225.4M
QoQ Performance
+11.4%
Positions
34
Top 10 Concentration
56.6%
Latest Filing
Q1 2024
Top Holdings Allocation
DFAC
MSFT
DFIC
BIV
DFAX
DFAC11.2%
MSFT7.0%
DFIC6.0%
BIV5.8%
DFAX5.7%
DFUV4.8%
VTV4.7%
BSV4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.3%
Technology8.1%
ETF3.4%
Consumer1.5%
Industrial0.5%
Financial0.1%
Communication0.1%
Energy0.1%
🚪 Exited Positionssold since Q4 2023
Changes from Q4 2023
NEW7 new positions
↑28 increased
↓25 decreased
Historical Filings
Q1 2024Q4 2023