Sound Portfolio Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Mystic, CT
CIK
0002109204
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 44 123,105 VTI, BIL, FNDF, USMV 13F-HR 5/4/2026 000195175726000770
Q4 2025 33 119,054 VTI, BIL, FNDF, USMV 13F-HR 2/5/2026 000195175726000358