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Apple shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $753k 2.8k 271.86
2025-09-30 $501k 2.0k 254.63

More positions owned by Sound Financial Strategies Group

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
EastGroup Properties (EGP)

View all positions for Sound Financial Strategies Group

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Apple