Long-term investor
Sound Financial Strategies Group, LLC @soundfinancialstrategies
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800620).
Record
- Tracked since 2025-06-30 (450 days), 145 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.6% · 1 year n/a · all +2.3%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287226 · 10.1% · long · since 2025-06-30
- 132061763 · 9.7% · long · since 2026-06-30
- 887432334 · 4.2% · long · since 2025-06-30
- 66538H419 · 4.1% · long · since 2025-06-30
- 921943858 · 4.1% · long · since 2026-03-31
- 46432F396 · 3.7% · long · since 2025-06-30
- 46432F339 · 3.4% · long · since 2025-06-30
- 46436E718 · 2.9% · long · since 2025-06-30
- 66537J796 · 2.6% · long · since 2025-06-30
- 887432359 · 2.5% · long · since 2025-06-30
- 66538H641 · 2.5% · long · since 2025-06-30
- 887432342 · 2.3% · long · since 2025-06-30