Sound Financial Strategies Group, LLC - Q42025 Holdings

Sound Financial Strategies Group, LLC holds 109 stocks with a total portfolio value of $ 141.62M as of Q42025. In Q42025, Sound Financial Strategies Group, LLC added 15 new positions, increased stakes in 41 stocks, reduced 50 holdings, and fully exited 14 positions. The largest holding is Ishares Tr (IEF), representing 9.73% of the total portfolio.