Sound Income Strategies, LLC
All 13F Filings
- Location
- Ft Lauderdale, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,070,531
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 2,596 | 2,070,531 | 13F-HR | Sound Income Strategies, LLC |
| Q4 2025 | 1/21/2026 | 2,516 | 2,113,527 | 13F-HR | Sound Income Strategies, LLC |
| Q3 2025 | 10/10/2025 | 1,701 | 1,829,669 | 13F-HR | Sound Income Strategies, LLC |
| Q2 2025 | 7/17/2025 | 1,609 | 1,743,992 | 13F-HR | Sound Income Strategies, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.504 M | 72.6% | 0 | 40.06 K | -40.06 K |
| ETFs | 566.4 K | 27.4% | 0 | 2.93 K | -2.93 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
2,070,531
Holdings
2596
QoQ value change ($000)
-42,996
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.