Sound Portfolio Advisors, LLC — 13F Holdings & Portfolio

CIK 2109204 · latest 13F-HR filed 2026-05-04

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$123.1M

Long-equity book

Holdings

44

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+12 / −1 / ↑7 / ↓8

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$1.4M +7.8%
  • CAMBRIA ETF TR$392.7K +7.2%
  • EXXON MOBIL CORP$298.5K +39.6%
  • CHEVRON CORPORATION$132.5K +35.8%
  • ISHARES GOLD TR$64.1K +7.0%
Show all 7

Top Trims

  • MICROSOFT CORP-$305.9K -26.0%
  • FIDELITY WISE ORIGIN BITCOIN-$110.6K -17.0%
  • VANGUARD WHITEHALL FDS-$81.2K -11.0%
  • ELI LILLY & CO-$75.0K -14.4%
  • INNOVATOR ETFS TRUST-$48.5K -9.9%
Show all 8

New Positions

  • JPMORGAN CHASE & CO$787.5K
  • PUBLIC SVC ENTERPRISE GROUP$530.1K
  • VANGUARD WELLINGTON FD$404.6K
  • INTERNATIONAL BUSINESS MACHS$362.4K
  • AMAZON COM INC$354.1K
Show all 12

Exited Positions

  • TESLA INC$202.4K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $23.3M 18.91% 72,574 SH
2 SPDR SERIES TRUST BIL 78468R663 $22.3M 18.13% 243,547 SH
3 SCHWAB STRATEGIC TR FNDF 808524755 $18.8M 15.26% 383,937 SH
4 ISHARES TR USMV 46429B697 $6.2M 5.02% 66,668 SH
5 ISHARES TR MTUM 46432F396 $6.0M 4.89% 25,099 SH
6 CAMBRIA ETF TR EYLD 132061706 $5.8M 4.73% 140,527 SH
7 MORGAN STANLEY ETF TRUST CVLC 61774R205 $5.5M 4.47% 68,670 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.1M 4.13% 10,612 SH
9 FIDELITY COVINGTON TRUST FMDE 31609A503 $4.4M 3.56% 121,875 SH
10 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $3.8M 3.08% 96,075 SH
11 DIMENSIONAL ETF TRUST DFAT 25434V609 $3.1M 2.50% 49,374 SH
12 WISDOMTREE TR DGRW 97717X669 $2.4M 1.98% 27,811 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $2.2M 1.75% 3 SH
14 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.85% 6,198 SH
15 ISHARES GOLD TR IAUM 46436F103 $983.0K 0.80% 21,050 SH
16 MICROSOFT CORP MSFT 594918104 $871.8K 0.71% 2,355 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $787.5K 0.64% 2,677 SH
18 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $787.0K 0.64% 15,437 SH
19 VANGUARD WHITEHALL FDS VYM 921946406 $654.0K 0.53% 4,416 SH
20 BLACKROCK ETF TRUST II CALI 092528884 $640.7K 0.52% 12,705 SH
21 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $539.3K 0.44% 9,136 SH
22 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $530.1K 0.43% 6,548 SH
23 CHEVRON CORPORATION CVX 166764100 $503.2K 0.41% 2,432 SH
24 APPLE INC AAPL 037833100 $456.6K 0.37% 1,799 SH
25 ISHARES TR EFA 464287465 $449.5K 0.37% 4,628 SH
26 ELI LILLY & CO LLY 532457108 $445.2K 0.36% 484 SH
27 INNOVATOR ETFS TRUST UMAR 45782C375 $443.7K 0.36% 11,164 SH
28 ISHARES TR OEF 464287101 $416.0K 0.34% 1,308 SH
29 PFIZER INC PFE 717081103 $405.1K 0.33% 14,425 SH
30 VANGUARD WELLINGTON FD VTES 921935870 $404.6K 0.33% 4,000 SH
31 INTERNATIONAL BUSINESS MACHS IBM 459200101 $362.4K 0.29% 1,495 SH
32 AMAZON COM INC AMZN 023135106 $354.1K 0.29% 1,700 SH
33 LUMENTUM HLDGS INC LITE 55024U109 $352.1K 0.29% 501 SH
34 CISCO SYS INC CSCO 17275R102 $351.3K 0.29% 4,528 SH
35 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $297.9K 0.24% 483 SH
36 SOUTHERN CO SO 842587107 $297.2K 0.24% 3,079 SH
37 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $269.1K 0.22% 4,596 SH
38 PROCTER & GAMBLE CO PG 742718109 $259.4K 0.21% 1,796 SH
39 SCHWAB STRATEGIC TR SCHF 808524805 $247.5K 0.20% 10,000 SH
40 FIRST TR EXCHANGE-TRADED FD WCMI 33733E732 $244.8K 0.20% 14,600 SH
41 ISHARES INC EMXC 46434G764 $236.0K 0.19% 3,000 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $210.1K 0.17% 323 SH
43 DIREXION SHARES ETF TRUST QQQE 25459Y207 $206.8K 0.17% 2,099 SH
44 ISHARES TR SHV 464288679 $201.5K 0.16% 1,825 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $123.1M 44 0001951757-26-000770
2025-12-31 2026-02-05 $119.1M 33 0001951757-26-000358