Sound Financial Strategies Group, LLC — 13F holdings

Sound Financial Strategies Group, LLC reported 121 holdings worth $157M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. AGG ISHARES TR — $15.9M (10.1%)
  2. CFIT CAMBRIA FIXED INCOME — $15.2M (9.7%)
  3. TPIF TIMOTHY PLAN — $6.69M (4.2%)
  4. WWJD NORTHERN LTS FD TR IV — $6.52M (4.1%)
  5. VEA VANGUARD TAX-MANAGED FDS — $6.39M (4.1%)
  6. MTUM ISHARES TR — $5.75M (3.7%)
  7. QUAL ISHARES TR — $5.30M (3.4%)
  8. SGOV ISHARES TR — $4.58M (2.9%)
  9. PTL NORTHERN LTS FD TR IV — $4.14M (2.6%)
  10. TPLC TIMOTHY PLAN — $3.95M (2.5%)