Sound Portfolio Advisors, LLC - Portfolio overview

Sound Portfolio Advisors, LLC has 44 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 18.91%
2. BIL - SPDR SERIES TRUST, 18.13%
3. FNDF - SCHWAB STRATEGIC TR, 15.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.