Sound Portfolio Advisors, LLC reported 48 holdings worth US$141M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Sound Portfolio Advisors, LLC reported 48 holdings worth US$141M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Jp Morgan Chase & Co. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$141M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 14,536 | US$7.27M | 5.2% |
| Microsoft Corp. | 2,355 | US$878K | 0.62% |
| Jp Morgan Chase & Co. | 2,677 | US$876K | 0.62% |
| Exxon Mobil Corporation | 6,198 | US$847K | 0.60% |
| Eli Lilly And Company | 484 | US$581K | 0.41% |
| Public Service Enterprise Group Incorporated | 6,548 | US$531K | 0.38% |
| Cisco Systems, Inc. | 4,478 | US$526K | 0.37% |
| Apple Inc | 1,799 | US$521K | 0.37% |
| Lumentum Holdings Inc. | 500 | US$429K | 0.30% |
| International Business Machines Corporation | 1,479 | US$416K | 0.30% |
| Chevron Corporation | 2,432 | US$403K | 0.29% |
| Amazon.com, Inc. | 1,575 | US$375K | 0.27% |
| Pfizer, Inc. | 14,209 | US$342K | 0.24% |
| Southern Company (the) | 3,079 | US$295K | 0.21% |
| Procter & Gamble Company (the) | 1,796 | US$263K | 0.19% |
| Texas Instruments Incorporated | 800 | US$238K | 0.17% |