Sound Portfolio Advisors

Sound Portfolio Advisors as of March 31, 2026

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