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Sound Portfolio Advisors

Latest statistics and disclosures from Sound Portfolio Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109204

Tip: Access up to 7 years of quarterly data

Positions held by Sound Portfolio Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sound Portfolio Advisors

Sound Portfolio Advisors holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	18.9	$23M	73k	320.81	View chart
Spdr Series Trust State Street Spd (BIL)	18.1	$22M	244k	91.64	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	15.3	$19M	384k	48.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	5.0	$6.2M	67k	92.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.9	$6.0M	25k	239.99	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	4.7	$5.8M	141k	41.41	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	4.5	$5.5M	69k	80.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.1	$5.1M	11k	479.20	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	3.6	$4.4M	122k	35.96	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.1	$3.8M	96k	39.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$3.1M	49k	62.45	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.0	$2.4M	28k	87.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.8	$2.2M	3.00	718140.00	View chart
Exxon Mobil Corporation (XOM)	0.9	$1.1M	6.2k	169.66	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.8	$983k	21k	46.70	View chart
Microsoft Corporation (MSFT)	0.7	$872k	2.4k	370.17	View chart
JPMorgan Chase & Co. (JPM)	0.6	$788k	2.7k	294.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$787k	15k	50.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$654k	4.4k	148.10	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.5	$641k	13k	50.43	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$539k	9.1k	59.03	View chart
Public Service Enterprise (PEG)	0.4	$530k	6.5k	80.95	View chart
Chevron Corporation (CVX)	0.4	$503k	2.4k	206.90	View chart
Apple (AAPL)	0.4	$457k	1.8k	253.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$450k	4.6k	97.13	View chart
Eli Lilly & Co. (LLY)	0.4	$445k	484.00	919.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.4	$444k	11k	39.74	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$416k	1.3k	318.07	View chart
Pfizer (PFE)	0.3	$405k	14k	28.08	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$405k	4.0k	101.14	View chart
International Business Machines (IBM)	0.3	$362k	1.5k	242.39	View chart
Amazon (AMZN)	0.3	$354k	1.7k	208.27	View chart
Lumentum Hldgs (LITE)	0.3	$352k	501.00	702.76	View chart
Cisco Systems (CSCO)	0.3	$351k	4.5k	77.59	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$298k	483.00	616.76	View chart
Southern Company (SO)	0.2	$297k	3.1k	96.52	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$269k	4.6k	58.54	View chart
Procter & Gamble Company (PG)	0.2	$259k	1.8k	144.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$248k	10k	24.75	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$245k	15k	16.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$236k	3.0k	78.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$210k	323.00	650.34	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.2	$207k	2.1k	98.53	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$202k	1.8k	110.39	View chart

Past Filings by Sound Portfolio Advisors

SEC 13F filings are viewable for Sound Portfolio Advisors going back to 2026

Sound Portfolio Advisors 2026 Q1 filed May 4, 2026

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