Sound Portfolio Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Sound Portfolio Advisors, LLC held in its portfolio 33 assets valued at $119,054,267 (i.e. $119.05M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($24.43M), SPDR SERIES TRUST ($21.87M), and SCHWAB STRATEGIC TR ($17.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sound Portfolio Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 72864 | 24429263 | TOTAL STK MKT |
| SPDR SERIES TRUST | 239342 | 21871026 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 385611 | 17433473 | FUNDAMENTAL INTL |
| ISHARES TR | 67742 | 6378631 | MSCI USA MIN VOL |
| ISHARES TR | 24890 | 6230216 | MSCI USA MMENTM |
| MORGAN STANLEY ETF TRUST | 68556 | 5775151 | CALVERT US LARCP |
| CAMBRIA ETF TR | 141574 | 5426531 | EMRG SHAREHLDR |
| BERKSHIRE HATHAWAY INC DEL | 10589 | 5322561 | CL B NEW |
| FIDELITY COVINGTON TRUST | 122195 | 4445454 | ENHANCED MID |
| FIRST TR EXCHANGE-TRADED FD | 97767 | 3746431 | SMID RISNG ETF |
| DIMENSIONAL ETF TRUST | 49689 | 2958483 | US TARGETED VLU |
| WISDOMTREE TR | 28178 | 2519959 | US QTLY DIV GRT |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| MICROSOFT CORP | 2435 | 1177615 | COM |
| ISHARES GOLD TR | 21375 | 918911 | SHARES REPRESENT |
| J P MORGAN EXCHANGE TRADED F | 15392 | 784068 | ULTRA SHT MUNCPL |
| EXXON MOBIL CORP | 6258 | 753088 | COM |
| VANGUARD WHITEHALL FDS | 5123 | 735253 | HIGH DIV YLD |
| FIDELITY WISE ORIGIN BITCOIN | 8526 | 649937 | SHS |
| BLACKROCK ETF TRUST II | 12625 | 637058 | ISHARES SHORT-TE |
| ELI LILLY & CO | 484 | 520145 | COM |
| APPLE INC | 1839 | 499951 | COM |
| INNOVATOR ETFS TRUST | 12319 | 492142 | US EQT ULTRA BF |
| ISHARES TR | 1308 | 448605 | S&P 100 ETF |
| ISHARES TR | 4628 | 444427 | MSCI EAFE ETF |
| CHEVRON CORP NEW | 2432 | 370661 | COM |
| PFIZER INC | 14437 | 359481 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 526 | 317325 | UTSER1 S&PDCRP |
| SOUTHERN CO | 3079 | 268489 | COM |
| PROCTER AND GAMBLE CO | 1796 | 257385 | COM |
| DIREXION SHS ETF TR | 2099 | 214749 | NAS100 EQL WGT |
| TESLA INC | 450 | 202374 | COM |
| ISHARES TR | 1825 | 201024 | TRUST ISHARE 0-1 |
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