Sound Financial Strategies Group, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sound Financial Strategies Group, LLC opened 21 positions, added to 36, reduced 5, sold out of 16 and left 7 unchanged. The largest increase in value was LIN (+$527,762); the largest decrease was LIN (-$514,599).
- EGP: Country of operation United States; Class COM; Shares 2026-03-31 12,551; Shares 2026-06-30 12,551.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 3,872; Shares 2026-06-30 3,872.
- ADI: Country of operation United States; Class COM; Shares 2026-03-31 813; Shares 2026-06-30 813.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 1,646; Shares 2026-06-30 1,646.
Two Form 13F-HR filings compared (SEC CIK 1800620): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WEALTHGARDEN F.S. LLC | United States | $0.147B | 165 |
| Broadview Financial Management, LLC | United States | $0.146B | 40 |
| SpringVest Wealth Management LLC | United States | $0.146B | 67 |
| KOM Wealth Management Group, LLC | United States | $0.147B | 89 |
| Greycroft LP | United States | $0.146B | 14 |
| MontVue Capital Management, Inc. | United States | $0.147B | 67 |
| Clearwave Capital, LLC | United States | $0.146B | 146 |
| MOULTON WEALTH MANAGEMENT, INC | United States | $0.147B | 52 |
| Anson Capital, Inc. | United States | $0.146B | 90 |
| Sippican Capital Advisors | United States | $0.146B | 107 |