Sound Financial Strategies Group, LLC

Q2 2026 13F Holdings

Location
Madison, MS
Holdings as of
6/30/2026
Value
$157M
Num holdings
121
Date filed
8/10/2026
Form type
13F-HR
Prev filing
5/8/2026
Next filing
10/30/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type