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Joel R Holden, Jr

Sound Financial Strategies Group, Llc

Assets Managed
$146.53M
Holdings
111
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
3.47%(2Q avg: 3.43%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound Financial Strategies Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Sound Financial Strategies Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.53M in assets, with a quarterly growth rate of 3.47% and a 2-quarter average growth rate of 3.43%. The portfolio is managed by Joel R Holden, Jr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 16.6%
10.9%
$15.963M
160,804 shares@ $99.27 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 16.04%
10.84%
$15.873M
166,309 shares@ $95.45 avg price
TPIF
Timothy Plan International E
Recent Activity
Increased 64.84%
4.37%
$6.389M
177,278 shares@ $36.04 avg price
WWJD
Inspire International Etf
Recent Activity
Increased 68.2%
4.32%
$6.322M
169,074 shares@ $37.4 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
3.92%
$5.732M
89,452 shares@ $64.08 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 1.02%
3.78%
$5.538M
55,017 shares@ $100.66 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 20.9%
3.15%
$4.609M
24,031 shares@ $191.81 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 0.53%
2.75%
$4.025M
16,770 shares@ $240.0 avg price
TPLC
Timothy Plan Us Large Mid Ca
Recent Activity
Increased 23.67%
2.44%
$3.572M
76,927 shares@ $46.45 avg price
PTL
Inspire 500 Etf
Recent Activity
Increased 20.94%
2.44%
$3.568M
14,242 shares@ $250.56 avg price

1-10 of 111