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 (431 days), 145 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.2% · 6 months +7.3% · 1 year +9.8% · all +9.8%
  • Max drawdown -0.2% · Sharpe 0.76 · win rate 24% · 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

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