Sound Portfolio Advisors, LLC
Long-term investor · CT · @soundportfolioadvisorsll
+10.8%
All time
S&P +17.7%
Long-term investor
Sound Portfolio Advisors, LLC @soundportfolioadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109204).
Record
- Tracked since 2025-12-31 (310 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +10.8% · 1 year n/a · all +10.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 20.1% · long · since 2025-12-31
- 808524755 · 13.1% · long · since 2025-12-31
- 78468R663 · 7.5% · long · since 2025-12-31
- 46432F396 · 5.6% · long · since 2025-12-31
- 31609A503 · 4.5% · long · since 2025-12-31
- 47103U845 · 4.4% · long · since 2026-06-30
- 132061706 · 3.8% · long · since 2025-12-31
- 46429B697 · 3.7% · long · since 2025-12-31
- 92189F130 · 3.7% · long · since 2026-06-30
- BRK-B · 3.5% · long · since 2025-12-31
- 33741X102 · 2.9% · long · since 2025-12-31
- 46429B267 · 2.5% · long · since 2026-06-30