Sound Financial Strategies Group, LLC Top Holdings and 13F Report (2025) About Sound Financial Strategies Group, LLCInvestment ActivitySound Financial Strategies Group, LLC has $118.26 million in total holdings as of June 30, 2025.Sound Financial Strategies Group, LLC owns shares of 95 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 9.51% of the portfolio was purchased this quarter.About 6.77% of the portfolio was sold this quarter.This quarter, Sound Financial Strategies Group, LLC has purchased 100 new stocks and bought additional shares in 52 stocks.Sound Financial Strategies Group, LLC sold shares of 36 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $14,627,040iShares 7-10 Year Treasury Bond ETF $13,898,430iShares 0-3 Month Treasury Bond ETF $7,003,996Timothy Plan International ETF $3,829,314Inspire International ETF $3,721,242 Largest New Holdings this Quarter 30040W108 - Eversource Energy $720,828 Holding303075105 - FactSet Research Systems $695,970 Holding29530P102 - Erie Indemnity $571,860 Holding922908538 - Vanguard Mid-Cap Growth ETF $273,014 Holding67066G104 - NVIDIA $255,944 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 38,952 shares (about $3.73M)Eversource Energy 11,330 shares (about $720.83K)FactSet Research Systems 1,556 shares (about $695.97K)Cardinal Health 3,789 shares (about $636.56K)Walmart 5,857 shares (about $572.70K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 6,232 shares (about $618.21K)CocaCola 7,545 shares (about $533.81K)Vanguard FTSE Emerging Markets ETF 10,086 shares (about $498.85K)Timothy Plan International ETF 9,249 shares (about $298.69K)Vanguard Growth ETF 608 shares (about $266.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSound Financial Strategies Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$14,627,040$618,214 ▼-4.1%147,45012.4%FinanceIEFiShares 7-10 Year Treasury Bond ETF$13,898,430$3,730,433 ▲36.7%145,12311.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$7,003,996$549,767 ▲8.5%69,5605.9%ETFTPIFTimothy Plan International ETF$3,829,314$298,686 ▼-7.2%118,5773.2%ETFWWJDInspire International ETF$3,721,242$236,120 ▼-6.0%108,5863.1%ETFNORTHERN LTS FD TR IV$2,910,276$168,994 ▼-5.5%12,6922.5%INSPIRE 500 ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$2,833,076$172,995 ▼-5.8%63,0992.4%ETFVONGVanguard Russell 1000 Growth ETF$2,336,006$172,099 ▼-6.9%21,3922.0%ETFQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$2,294,260$173,069 ▼-7.0%16,8091.9%ManufacturingTPSCTimothy Plan US Small Cap Core ETF$1,639,723$91,440 ▼-5.3%42,3921.4%ETFISMDInspire Small/Mid Cap ETF$1,594,729$80,760 ▼-4.8%44,8841.3%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,489,460$58,249 ▼-3.8%10,7141.3%ETFIFRAiShares U.S. Infrastructure ETF$1,360,497$54,060 ▼-3.8%27,6581.2%ETFDGROiShares Core Dividend Growth ETF$1,282,061$19,757 ▼-1.5%20,0511.1%ETFNOBLProShares S&P 500 Aristocrats ETF$1,239,315$35,446 ▼-2.8%12,3071.0%ETFAMLPAlerian MLP ETF$1,219,399$44,902 ▼-3.6%24,9571.0%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$1,186,200$521,312 ▲78.4%11,9301.0%ETFRQICohen & Steers Quality Income Realty Fund$1,156,070$34,449 ▼-2.9%92,8571.0%Financial ServicesTPHDTimothy Plan High Dividend Stock ETF$1,128,784$50,728 ▼-4.3%29,8621.0%ETFSTRATEGY SHS$1,122,635$44,404 ▼-3.8%44,1930.9%EVENTIDE HIGH DIISHARES BITCOIN TRUST ETF$1,111,023$144,394 ▲14.9%18,1510.9%SHS BEN INTMTUMiShares MSCI USA Momentum Factor ETF$1,026,887$73,538 ▼-6.7%4,2730.9%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,010,960$8,738 ▼-0.9%13,8830.9%ETFCAHCardinal Health$922,829$636,555 ▲222.4%5,4930.8%MedicalVNQIVanguard Global ex-U.S. Real Estate ETF$903,663$32,720 ▼-3.5%19,5810.8%ETFEMREmerson Electric$881,051$59,466 ▲7.2%6,6080.7%IndustrialsGDGeneral Dynamics$876,736$9,042 ▲1.0%3,0060.7%AerospaceIBMInternational Business Machines$871,082$28,299 ▲3.4%2,9550.7%Computer and TechnologyPNRPentair$857,933$26,794 ▲3.2%8,3570.7%Business ServicesFASTFastenal$840,677$426,639 ▲103.0%20,0160.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$835,951$14,828 ▲1.8%1,3530.7%FinanceVBVanguard Small-Cap ETF$834,644$3,081 ▼-0.4%3,5220.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$833,8260.0%9,0900.7%ETFCTASCintas$828,855$15,378 ▲1.9%3,7190.7%Business ServicesCINFCincinnati Financial$827,108$20,998 ▲2.6%5,5540.7%FinanceVPNGlobal X Data Center & Digital Infrastructure ETF$817,718$23,170 ▼-2.8%43,8690.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$811,150$5,574 ▼-0.7%7,4220.7%ETFWMTWalmart$803,561$572,701 ▲248.1%8,2180.7%Retail/WholesaleGWWW.W. Grainger$788,504$14,563 ▲1.9%7580.7%IndustrialsINDSPacer Industrial Real Estate ETF$787,844$24,268 ▼-3.0%21,2970.7%ETFECLEcolab$787,307$30,716 ▲4.1%2,9220.7%Basic MaterialsCBChubb$786,593$869 ▼-0.1%2,7150.7%FinanceSYYSysco$782,022$22,495 ▲3.0%10,3250.7%Consumer StaplesATOAtmos Energy$780,110$14,332 ▲1.9%5,0620.7%UtilitiesABTAbbott Laboratories$779,750$28,154 ▲3.7%5,7330.7%MedicalDOVDover$774,334$93,265 ▲13.7%4,2260.7%IndustrialsAFLAflac$768,845$16,558 ▲2.2%7,2900.7%FinanceSPGIS&P Global$768,263$33,219 ▲4.5%1,4570.6%FinanceLINDE PLC$767,112$10,322 ▲1.4%1,6350.6%SHSADPAutomatic Data Processing$758,664$21,896 ▲3.0%2,4600.6%Computer and TechnologySHWSherwin-Williams$755,394$20,945 ▲2.9%2,2000.6%Basic MaterialsCLColgate-Palmolive$754,840$16,362 ▲2.2%8,3040.6%Consumer StaplesCVXChevron$752,474$21,192 ▲2.9%5,2550.6%EnergyROPRoper Technologies$751,065$18,706 ▲2.6%1,3250.6%Computer and TechnologyMDTMedtronic$747,927$29,464 ▲4.1%8,5800.6%MedicalEFViShares MSCI EAFE Value ETF$745,573$3,491 ▼-0.5%11,7450.6%ETFEXPDExpeditors International of Washington$745,146$213,650 ▲40.2%6,5220.6%TransportationBROBrown & Brown$744,383$10,422 ▲1.4%6,7140.6%FinanceNEENextEra Energy$740,858$22,492 ▲3.1%10,6720.6%UtilitiesCHRWC.H. Robinson Worldwide$735,649$31,568 ▲4.5%7,6670.6%TransportationESSEssex Property Trust$730,613$26,073 ▲3.7%2,5780.6%FinanceEDConsolidated Edison$728,850$23,884 ▼-3.2%7,2630.6%UtilitiesESEversource Energy$720,828$720,828 ▲New Holding11,3300.6%UtilitiesMCDMcDonald's$720,204$11,979 ▲1.7%2,4650.6%Retail/WholesaleXOMExxon Mobil$712,459$10,672 ▲1.5%6,6090.6%EnergyMKCMcCormick & Company, Incorporated$709,605$26,158 ▲3.8%9,3590.6%Consumer StaplesKMBKimberly-Clark$705,450$24,495 ▲3.6%5,4720.6%Consumer StaplesFDSFactSet Research Systems$695,970$695,970 ▲New Holding1,5560.6%Business ServicesAPDAir Products and Chemicals$694,155$36,104 ▲5.5%2,4610.6%Basic MaterialsVSSVanguard FTSE All-World ex-US Small-Cap ETF$690,361$672 ▲0.1%5,1370.6%ETFAMCRAmcor$690,052$32,478 ▲4.9%75,0870.6%IndustrialsKVUEKenvue$687,935$20,805 ▲3.1%32,8680.6%Consumer StaplesFRTFederal Realty Investment Trust$685,648$22,513 ▲3.4%7,2180.6%FinanceCHDChurch & Dwight$683,921$22,009 ▲3.3%7,1160.6%Consumer StaplesPGProcter & Gamble$674,567$476,052 ▲239.8%4,2340.6%Consumer StaplesCATCaterpillar$665,780$180,906 ▼-21.4%1,7150.6%IndustrialsSJMJ. M. Smucker$624,069$163,505 ▲35.5%6,3550.5%Consumer StaplesSPEMSPDR Portfolio Emerging Markets ETF$601,950$2,949 ▲0.5%14,0840.5%ETFCLXClorox$584,267$416,527 ▲248.3%4,8660.5%Consumer StaplesERIEErie Indemnity$571,860$571,860 ▲New Holding1,6490.5%FinanceHRLHormel Foods$562,075$182,044 ▼-24.5%18,5810.5%Consumer StaplesITWIllinois Tool Works$544,692$150,823 ▼-21.7%2,2030.5%IndustrialsEFGiShares MSCI EAFE Growth ETF$522,592$1,344 ▲0.3%4,6660.4%ETFLOWLowe's Companies$519,841$176,165 ▼-25.3%2,3430.4%Retail/WholesaleGLDSPDR Gold Shares$432,859$2,439 ▼-0.6%1,4200.4%FinanceVWOVanguard FTSE Emerging Markets ETF$363,531$498,854 ▼-57.8%7,3500.3%ETFVOTVanguard Mid-Cap Growth ETF$273,014$273,014 ▲New Holding9600.2%ETFNVDANVIDIA$255,944$255,944 ▲New Holding1,6200.2%Computer and TechnologyKOCocaCola$214,726$533,808 ▼-71.3%3,0350.2%Consumer StaplesORealty Income$211,040$2,189 ▲1.0%3,6630.2%FinanceVUGVanguard Growth ETF$154,317$266,548 ▼-63.3%3520.1%ETFAIQGlobal X Artificial Intelligence & Technology ETF$17,869$699 ▼-3.8%4090.0%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$17,043$522 ▲3.2%5220.0%ManufacturingTPHETimothy Plan High Dividend Stock Enhanced ETF$10,2180.0%4060.0%ETFQUALiShares MSCI USA Quality Factor ETF$10,055$6,581 ▲189.5%550.0%ETFTROWT. Rowe Price Group$0$635,465 ▼-100.0%00.0%FinanceWSTWest Pharmaceutical Services$0$543,581 ▼-100.0%00.0%MedicalAOSA. O. Smith$0$526,344 ▼-100.0%00.0%IndustrialsPEPPepsiCo$0$515,494 ▼-100.0%00.0%Consumer StaplesGPCGenuine Parts$0$509,681 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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