Sound Financial Strategies Group, LLC
Sound Financial Strategies Group, LLC reported 121 holdings worth US$157M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Sound Financial Strategies Group, LLC reported 121 holdings worth US$157M as of Jun 30, 2026. Largest: Eastgroup Properties, Inc., Nvidia Corporation and Apple Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 121
- Value as reported
- US$157M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eastgroup Properties, Inc. | 12,551 | US$2.54M | 1.6% |
| Nvidia Corporation | 6,289 | US$1.26M | 0.80% |
| Apple Inc | 3,872 | US$1.12M | 0.71% |
| Caterpillar, Inc. | 541 | US$576K | 0.37% |
| Microsoft Corp. | 1,432 | US$534K | 0.34% |
| Procter & Gamble Company (the) | 3,595 | US$527K | 0.33% |
| Alphabet Inc (google) Class C | 1,474 | US$527K | 0.33% |
| Micron Technology, Inc. | 352 | US$406K | 0.26% |
| Amazon.com, Inc. | 1,646 | US$392K | 0.25% |
| Nextera Energy, Inc. | 4,448 | US$390K | 0.25% |
| West Pharmaceutical Services, Inc. | 1,081 | US$388K | 0.25% |
| Emerson Electric Company | 2,692 | US$385K | 0.24% |
| Broadcom Inc. | 1,020 | US$385K | 0.24% |
| Exxon Mobil Corporation | 2,810 | US$384K | 0.24% |
| Chevron Corporation | 2,312 | US$383K | 0.24% |
| Tesla, Inc. | 903 | US$380K | 0.24% |
| Berkshire Hathaway Inc. | 741 | US$371K | 0.24% |
| Franklin Resources, Inc. | 11,041 | US$367K | 0.23% |
| T. Rowe Price Group, Inc. | 3,151 | US$358K | 0.23% |
| Jp Morgan Chase & Co. | 1,079 | US$353K | 0.22% |
| C.h. Robinson Worldwide, Inc. | 1,874 | US$353K | 0.22% |
| Nucor Corporation | 1,579 | US$352K | 0.22% |
| Expeditors International Of Washington, Inc. | 2,141 | US$349K | 0.22% |
| Mcdonald's Corporation | 1,286 | US$348K | 0.22% |
| W.w. Grainger, Inc. | 255 | US$347K | 0.22% |
| Pepsico, Inc. | 2,501 | US$339K | 0.22% |
| Stanley Black & Decker, Inc. | 3,595 | US$338K | 0.21% |
| Federal Realty Investment Trust | 2,738 | US$338K | 0.21% |
| International Business Machines Corporation | 1,199 | US$337K | 0.21% |
| Cincinnati Financial Corporation | 1,809 | US$335K | 0.21% |
| Johnson & Johnson | 1,310 | US$333K | 0.21% |
| Archer-daniels-midland Company | 4,277 | US$327K | 0.21% |
| Analog Devices, Inc. | 813 | US$323K | 0.21% |
| Genuine Parts Company | 2,669 | US$315K | 0.20% |
| Fastenal Company | 6,530 | US$314K | 0.20% |
| Nordson Corporation | 1,033 | US$312K | 0.20% |
| Air Products And Chemicals, Inc. | 1,030 | US$302K | 0.19% |
| Eversource Energy (d/b/a) | 4,177 | US$302K | 0.19% |
| General Dynamics Corporation | 849 | US$301K | 0.19% |
| Dover Corporation | 1,340 | US$301K | 0.19% |
| Aflac Incorporated | 2,560 | US$300K | 0.19% |
| Ppg Industries, Inc. | 2,451 | US$297K | 0.19% |
| Colgate-palmolive Company | 3,227 | US$296K | 0.19% |
| Consolidated Edison, Inc. | 2,665 | US$295K | 0.19% |
| Sysco Corporation | 3,492 | US$292K | 0.19% |
| Sherwin-williams Company (the) | 843 | US$290K | 0.18% |
| Atmos Energy Corporation | 1,671 | US$288K | 0.18% |
| Ecolab Inc. | 1,022 | US$285K | 0.18% |
| Illinois Tool Works Inc. | 1,024 | US$277K | 0.18% |
| Southern Company (the) | 2,721 | US$260K | 0.17% |
| Meta Platforms, Inc. | 457 | US$257K | 0.16% |
| Home Depot, Inc. (the) | 722 | US$255K | 0.16% |
| A.o. Smith Corporation | 3,984 | US$250K | 0.16% |
| Albemarle Corporation | 1,812 | US$245K | 0.16% |
| Lowe's Companies, Inc. | 1,078 | US$238K | 0.15% |
| Essex Property Trust, Inc. | 800 | US$233K | 0.15% |
| Hormel Foods Corporation | 9,000 | US$223K | 0.14% |
| Abbvie Inc. | 884 | US$222K | 0.14% |
| Kla Corporation | 718 | US$217K | 0.14% |
| The J.m. Smucker Company | 1,886 | US$212K | 0.13% |
| Ge Aerospace | 567 | US$212K | 0.13% |
| Morgan Stanley | 1,006 | US$210K | 0.13% |
| Eli Lilly And Company | 169 | US$203K | 0.13% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Cintas Corporation | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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