Home › Sound Portfolio Advisors, LLC

Sound Portfolio Advisors, LLC 13F holdings

Filed 2026-08-06 · Sound Portfolio Advisors, LLC · 48 positions · $140.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS75.6K$28.0M19.9%
FNDFSCHWAB STRATEGIC TR359.3K$19.0M13.5%
BILSPDR SERIES TRUST153.2K$14.0M10.0%
MTUMISHARES TR25.8K$8.9M6.3%
FMDEFIDELITY COVINGTON TRUST150.4K$6.1M4.3%
USMVISHARES TR58.6K$5.7M4.0%
EYLDCAMBRIA ETF TR122.0K$5.5M3.9%
BRK-BBERKSHIRE HATHAWAY INC DEL10.0K$5.0M3.6%
JAAAJANUS DETROIT STR TR89.0K$4.5M3.2%
SDVYFIRST TR EXCHANGE TRADED FD101.0K$4.4M3.1%
RAAXVANECK ETF TRUST92.4K$3.7M2.6%
DFATDIMENSIONAL ETF TRUST46.6K$3.3M2.3%
DGRWWISDOMTREE TR26.9K$2.6M1.8%
GOVTISHARES TR112.6K$2.6M1.8%
CVLCMORGAN STANLEY ETF TRUST26.1K$2.5M1.8%
JMSTJ P MORGAN EXCHANGE TRADED F46.1K$2.3M1.7%
WCMIFIRST TR EXCHANGE-TRADED FD118.2K$2.3M1.6%
BRK-BBERKSHIRE HATHAWAY INC DEL3$2.2M1.6%
EMXCISHARES INC19.8K$2.0M1.4%
VTEBVANGUARD MUN BD FDS33.1K$1.7M1.2%
VTESVANGUARD WELLINGTON FD12.9K$1.3M0.9%
MSFTMICROSOFT CORP2.4K$878,4620.6%
JPMJPMORGAN CHASE & CO2.7K$876,2620.6%
EXMOCEXXON MOBIL CORP6.2K$847,3910.6%
IAUMISHARES GOLD TRUST MICRO20.0K$800,0400.6%
VYMVANGUARD WHITEHALL FDS4.4K$692,1710.5%
FBTCFIDELITY WISE ORIGIN BITCOIN11.8K$600,3480.4%
CALIBLACKROCK ETF TRUST II11.5K$581,9610.4%
LLYELI LILLY & CO484$580,5240.4%
SCHFSCHWAB STRATEGIC TR19.9K$550,3990.4%
PEGPUBLIC SVC ENTERPRISE GROUP6.5K$531,4360.4%
CSCOCISCO SYS INC4.5K$525,9860.4%
AAPLAPPLE INC1.8K$520,5590.4%
EFAISHARES TR4.6K$480,7570.3%
OEFISHARES TR1.3K$478,5580.3%
UMARINNOVATOR ETFS TRUST10.4K$439,2670.3%
INFLLISTED FDS TR8.7K$431,4620.3%
LITELUMENTUM HLDGS INC500$429,0300.3%
IBMINTERNATIONAL BUSINESS MACHS1.5K$415,9100.3%
CVXCHEVRON CORPORATION2.4K$403,1280.3%
AMZNAMAZON COM INC1.6K$375,3860.3%
PFEPFIZER INC14.2K$342,1530.2%
VGSHVANGUARD SCOTTSDALE FDS5.6K$323,3590.2%
MDYSTATE STR SPDR S&P MIDCAP 40456$320,7230.2%
SOSOUTHERN CO3.1K$294,6910.2%
PGPROCTER & GAMBLE CO1.8K$263,3650.2%
SPYSTATE STR SPDR S&P 500 ETF T323$241,2070.2%
TXNTEXAS INSTRS INC800$238,4560.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}