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Manager record

Sound Portfolio Advisors, LLC

Mystic, CT · CIK 2109204 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$140.92MReported 13F valueQ2 2026 · as filed
48Holdings listed
+14.5%vs prior quartervalue change includes market moves
3Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $119.1M$119.1MQ4 202533 holdingsQ1 2026: $123.1M$123.1MQ1 202644 holdingsQ2 2026: $140.9M$140.9MQ2 202648 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 06 2026 13F-HR · period Q2 2026

$140.92M · 48 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$123.11M · 44 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$119.05M · 33 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 06, 2026 · Change methodology