Sound Financial Strategies Group, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 104 total holdings, with the top positions including Cambria Global Value ETF, Cambria Fixed Income Treasury ETF, and Simplify Exchange Traded Fund Managed Futures.
The portfolio is diversified across various sectors and asset classes. Significant individual stock holdings include Apple Inc., with 3,873 shares; Archer Daniels Midland Company, with 6,300 shares; and Exxon Mobil Holdings Corp., with 3,987 shares. The filing also shows substantial positions in exchange-traded funds (ETFs), such as the Simplify Exchange Traded Fund Hedged Equity and the Simplify Exchange Traded Fund Managed Futures.
Other notable individual stock positions include Chevron Corporation, Johnson & Johnson, and Microsoft Corporation. The filing also lists several specialized ETFs, including funds focused on artificial intelligence, global copper, uranium, and Bitcoin.
