Sound Financial Strategies Group, LLC - Q12026 Holdings

Sound Financial Strategies Group, LLC holds 111 stocks with a total portfolio value of $ 146.53M as of Q12026. In Q12026, Sound Financial Strategies Group, LLC added 17 new positions, increased stakes in 30 stocks, reduced 58 holdings, and fully exited 15 positions. The largest holding is Ishares Tr (AGG), representing 10.89% of the total portfolio.