Sound Portfolio Advisors, LLC
Sound Portfolio Advisors, LLC reported 48 positions worth $140.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (19.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $28.0M | 19.86% | 75,620 | — | — | |
| ▸ 2 | FNDF | SH | $19.0M | 13.45% | 359,334 | — | — | |
| ▸ 3 | BIL | SH | $14.0M | 9.96% | 153,162 | — | — | |
| ▸ 4 | MTUM | SH | $8.9M | 6.28% | 25,821 | — | — | |
| ▸ 5 | FMDE | SH | $6.1M | 4.33% | 150,403 | — | — | |
| ▸ 6 | USMV | SH | $5.7M | 4.01% | 58,581 | — | — | |
| ▸ 7 | EYLD | SH | $5.5M | 3.93% | 121,981 | — | — | |
| ▸ 8 | BRK-B | SH | $5.0M | 3.57% | 10,046 | — | — | |
| ▸ 9 | JAAA | SH | $4.5M | 3.19% | 89,050 | — | — | |
| ▸ 10 | SDVY | SH | $4.4M | 3.09% | 101,013 | — | — |
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Frequently Asked Questions
What stocks does Sound Portfolio Advisors, LLC hold as of Q2 2026?
Sound Portfolio Advisors, LLC reported 48 positions worth $140.9M in its Q2 2026 13F filing. Largest positions: VTI (19.9%), FNDF (13.5%), BIL (10.0%), MTUM (6.3%) and FMDE (4.3%).
What did Sound Portfolio Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sound Portfolio Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.