Fund HoldingsSound Financial Strategies Group, LLC

Total Portfolio Value
$157.50M
Total Bought
$28.96M
Total Sold
$21.47M
Net Transaction
+$7.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CAMBRIA ETF TR0584,134+584,134015,2319.67%+15,231
ISHARES TR
MSCI USA MMENTM
16,77016,77004,0255,7493.65%+1,725
SPDR SERIES TRUST
ST STR P500ETF
010,279+10,27909030.57%+903
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
77,65178,430+7793,1043,9212.49%+818
ISHARES TR
MSCI USA QLT FCT
24,03124,169+1384,6095,3033.37%+694
VANGUARD TAX-MANAGED FDS89,45289,663+2115,7326,3884.06%+656
FIRST TR EXCHANGE-TRADED FD18,58518,437-1482,3602,9431.87%+583
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
14,24214,456+2143,5684,1362.63%+567
TIMOTHY PLAN72,89474,136+1,2423,0943,5572.26%+463
GLOBAL X FDS
GLOBAL X COPPER
05,834+5,83404490.29%+449
MICRON TECHNOLOGY INC(MU)0352+35204060.26%+406
WEST PHARMACEUTICAL SVSC INC(WST)01,081+1,08103880.25%+388
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
21,07821,081+32,3122,6941.71%+382
TIMOTHY PLAN76,92778,396+1,4693,5723,9472.51%+375
TIMOTHY PLAN177,278179,280+2,0026,3896,6894.25%+300
PPG INDS INC(PPG)02,451+2,45102970.19%+297
COLGATE PALMOLIVE CO(CL)03,227+3,22702960.19%+296
ISHARES TR9,8509,918+681,2241,4710.93%+246
NVIDIA CORPORATION(NVDA)5,8156,289+4741,0141,2580.80%+244
ISHARES TR
LIFEPATH TGT2050
05,419+5,41902250.14%+225
HORMEL FOODS CORP(HRL)09,000+9,00002230.14%+223
ABBVIE INC(ABBV)0884+88402220.14%+222
EASTGROUP PPTYS INC(EGP)12,55112,55102,3232,5421.61%+219
INVESCO QQQ TR0295+29502170.14%+217
KLA CORP(KLAC)0718+71802170.14%+217
GLOBAL X FDS
ARTIFICIAL ETF
10,96211,086+1245127270.46%+216
ISHARES TR02,822+2,82202150.14%+215
GE AEROSPACE(GE)0567+56702120.13%+212
CAMBRIA ETF TR61,37362,393+1,0202,0362,2471.43%+212
STRATEGY SHS
EVEN HIGH DI ETF
50,90951,323+4141,4761,6871.07%+211
MORGAN STANLEY(MS)01,006+1,00602100.13%+210
VANGUARD INDEX FDS4,6544,710+561,2191,4280.91%+209
KRANESHARES TRUST110,977110,97703,0433,2512.06%+208
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
100,735100,73503,1733,3792.15%+205
ELI LILLY & CO(LLY)0169+16902030.13%+203
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
169,074170,928+1,8546,3226,5174.14%+196
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
6,0576,164+1079911,1820.75%+191
CATERPILLAR INC(CAT)547541-63885760.37%+189
SPDR SERIES TRUST
ST STR SP AERO
3,8563,959+1039791,1240.71%+144
APPLE INC(AAPL)3,8723,87209831,1210.71%+138
GLOBAL X FDS
DATA CTR DIG ETF
20,39020,605+2154896260.40%+137
ISHARES TR
US INFRASTRUC
17,73218,140+4081,0141,1440.73%+129
SPDR INDEX SHS FDS
ST PORT MARK ETF
24,46524,582+1171,1481,2730.81%+125
ISHARES TR
CORE DIV GRWTH
17,34617,593+2471,2171,3330.85%+116
FRANKLIN RESOURCES INC(BEN)10,80811,041+2332553670.23%+112
PROCTER & GAMBLE CO(PG)2,8913,595+7044185270.33%+110
GENUINE PARTS CO(GPC)1,9502,669+7192063150.20%+109
PROSHARES TR
S&P 500 DV ARIST
11,18523,045+11,8601,1861,2940.82%+108
STANLEY BLACK & DECKER INC(SWK)3,2483,595+3472313380.21%+108
ISHARES TR7,7637,798+358659700.62%+106
AIR PRODUCTS AND CHEMICALS I6911,030+3392013020.19%+101
ALPHABET INC(GOOG)1,4911,49104285270.33%+99
BROADCOM INC(AVGO)9331,020+872893850.24%+97
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
2,7432,800+574595470.35%+89
NUCOR CORP(NUE)1,5721,579+72663520.22%+86
PRICE T ROWE GROUP INC(TROW)3,1053,151+462803580.23%+78
TESLA INC(TSLA)815903+883033800.24%+77
INTERNATIONAL BUSINESS MACHS(IBM)1,1101,199+892693370.21%+68
ANALOG DEVICES INC(ADI)81381302593230.21%+64
SYSCO CORP(SYY)3,2533,492+2392322920.19%+60
TIMOTHY PLAN35,06935,697+6281,4501,5090.96%+59
PACER FDS TR
INDUSTRIAL RELET
13,42913,725+2964935520.35%+58
WW GRAINGER INC(GWW)265255-102893470.22%+58
CINCINNATI FINL CORP(CINF)1,7731,809+362793350.21%+56
FEDERAL RLTY INVT TR NEW(FRT)2,7032,738+352873380.21%+51
ISHARES TR17,47417,619+1451,2991,3490.86%+50
AMAZON COM INC(AMZN)1,6461,64603433920.25%+49
NORDSON CORP(NDSN)9921,033+412643120.20%+48
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
101,535101,525-103,0613,1081.97%+46
EXPEDITORS INTL WASH INC(EXPD)2,1252,141+163043490.22%+45
SHERWIN WILLIAMS CO(SHW)780843+632502900.18%+40
EMERSON ELEC CO(EMR)2,6432,692+493463850.24%+39
JPMORGAN CHASE & CO(JPM)1,0791,07903173530.22%+36
C H ROBINSON WORLDWIDE IN(CHRW)1,9181,874-443193530.22%+34
DOVER CORP(DOV)1,2921,340+482693010.19%+31
ECOLAB INC(ECL)9551,022+672542850.18%+31
AFLAC INC(AFL)2,5022,560+582753000.19%+26
ILLINOIS TOOL WKS INC(ITW)9711,024+532532770.18%+24
VANGUARD SPECIALIZED FUNDS1,0141,01402182400.15%+22
STATE STR SPDR S&P 500 ETF T(SPY)374354-202432640.17%+21
COHEN & STEERS QUALITY INCOM(RQI)41,43642,247+8114995200.33%+21
ARCHER DANIELS MIDLAND CO4,2174,277+603073270.21%+20
EVERSOURCE ENERGY(ES)4,0674,177+1102823020.19%+20
VANGUARD INTL EQUITY INDEX F10,55010,875+3254694880.31%+19
FASTENAL CO(FAST)6,3786,530+1522963140.20%+18
HOME DEPOT INC(HD)72272202372550.16%+17
BERKSHIRE HATHAWAY INC DEL74174103553710.24%+16
CHUBB LIMITED
COM
880886+62873020.19%+15
JOHNSON & JOHNSON(JNJ)1,3001,310+103183330.21%+15
LINDE PLC(LIN)1,0381,017-215155280.34%+13
SMITH A O CORP(AOS)3,6103,984+3742382500.16%+12
SPDR SERIES TRUST
ST STR SP METAL
4,4414,591+1504804910.31%+11
GENERAL DYNAMICS CORP(GD)844849+52903010.19%+11
LOWES COS INC(LOW)9911,078+872342380.15%+4
ALPS ETF TR
ALERIAN MLP
15,80716,106+2998328350.53%+3
MICROSOFT CORP(MSFT)1,4391,432-75335340.34%+1
CONSOLIDATED EDISON INC(ED)2,5952,665+702942950.19%+1
SPDR SERIES TRUST
ST STR BL 12 ETF
6,4616,46106426420.41%-0
SOUTHERN CO(SO)2,7212,72102632600.17%-2
META PLATFORMS INC(META)45745702612570.16%-4
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Sound Financial Strategies Group, LLC — 13F Holdings — Q2 2026 | TickerTrail