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Theodore Parker

Sound Portfolio Advisors, Llc

Assets Managed
$123.106M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
3.41%(2Q avg: 1.71%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound Portfolio Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Sound Portfolio Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 123.106M in assets, with a quarterly growth rate of 3.41% and a 2-quarter average growth rate of 1.71%. The portfolio is managed by Theodore Parker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.39%
18.92%
$23.282M
72,574 shares@ $320.82 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 1.76%
18.13%
$22.319M
243,547 shares@ $91.64 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -0.43%
15.27%
$18.786M
383,937 shares@ $48.93 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -1.58%
5.03%
$6.183M
66,668 shares@ $92.75 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 0.84%
4.9%
$6.024M
25,099 shares@ $239.99 avg price
EYLD
Cambria Emerg Shrhldr Yield
Recent Activity
Decreased -0.73%
4.73%
$5.819M
140,527 shares@ $41.41 avg price
CVLC
Calvert Us L-c Cr Resp Index
Recent Activity
Increased 0.17%
4.47%
$5.498M
68,670 shares@ $80.06 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.22%
4.14%
$5.085M
10,612 shares@ $479.2 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Decreased -0.26%
3.57%
$4.383M
121,875 shares@ $35.96 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Decreased -1.73%
3.08%
$3.788M
96,075 shares@ $39.43 avg price

1-10 of 44