Sound Financial Strategies Group, LLC
All 13F Filings
- Location
- Madison, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 157,496
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/10/2026 | 121 | 157,496 | 13F-HR | Sound Financial Strategies Group, LLC |
| Q1 2026 | 5/8/2026 | 111 | 146,530 | 13F-HR | Sound Financial Strategies Group, LLC |
| Q4 2025 | 2/3/2026 | 109 | 141,620 | 13F-HR | Sound Financial Strategies Group, LLC |
| Q3 2025 | 10/23/2025 | 108 | 136,983 | 13F-HR | Sound Financial Strategies Group, LLC |
| Q2 2025 | 8/6/2025 | 95 | 118,259 | 13F-HR | Sound Financial Strategies Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.38 K | 46.0% | 28.45 K | 0 | 28.45 K |
| ETFs | 85.12 K | 54.0% | 0 | 17.49 K | -17.49 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
157,496
Holdings
121
QoQ value change ($000)
10,966
(7.5%)
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.