Sound Income Strategies, LLC
All 13F Filings
- Location
- Ft Lauderdale, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,228,084
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 483 | 2,228,084 | 13F-HR | Sound Income Strategies, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.688 M | 76.5% | 184.2 K | 0 | 184.2 K |
| ETFs | 512.2 K | 23.2% | 0 | 54.15 K | -54.15 K |
| Other | 7.508 K | 0.3% | 7.508 K | 0 | 7.508 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
2,228,084
Holdings
483
QoQ value change ($000)
157,553
(7.6%)
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.