Holdings
Sound Portfolio Advisors, LLC
As of Jun 30, 2026, Sound Portfolio Advisors, LLC reported 16 positions worth US$14.8M. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 14,536 | US$7.27M | −572 | Jun 30, 2026 |
| Microsoft Corp. | 2,355 | US$878K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,677 | US$876K | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 6,198 | US$847K | no change | Jun 30, 2026 |
| Eli Lilly And Company | 484 | US$581K | no change | Jun 30, 2026 |
| Public Service Enterprise Group Incorporated | 6,548 | US$531K | no change | Jun 30, 2026 |
| Cisco Systems, Inc. | 4,478 | US$526K | −50 | Jun 30, 2026 |
| Apple Inc | 1,799 | US$521K | no change | Jun 30, 2026 |
| Lumentum Holdings Inc. | 500 | US$429K | −1 | Jun 30, 2026 |
| International Business Machines Corporation | 1,479 | US$416K | −16 | Jun 30, 2026 |