Sound Financial Strategies Group, LLC
RIA/Wealth
Sound Financial Strategies Group, LLC is a RIA/Wealth based in Raleigh, NC led by Michael Victor Young, reporting $169.8M in AUM as of Q3 2025 with 69% ETF concentration and minimal technology exposure.
Managing PartnerMichael Victor Young
- Portfolio Value
- $135.8M
- Positions
- 107
- Top Holding
- AGG at 10.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sound Financial Strategies Group, LLC's portfolio (41.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.3M | 10.50% | -$514.9K Sold | — 142.3K shares | |
ETF ETF | $14.1M | 10.41% | +$147.0K Bought | — 146.6K shares | |
ETF ETF | $6.0M | 4.42% | -$1.0M Sold | — 59.6K shares | |
ETF ETF | $4.2M | 3.07% | +$3.8M Bought | — 77.1K shares | |
ETF ETF | $3.5M | 2.57% | -$466.2K Sold | — 104.6K shares | |
ETF ETF | $3.4M | 2.54% | -$382.3K Sold | — 97.7K shares | |
ETF ETF | $2.9M | 2.16% | -$228.8K Sold | — 11.8K shares | |
ETF ETF | $2.9M | 2.11% | +$1.8M Bought | — 39.0K shares | |
ETF ETF | $2.9M | 2.10% | +$273.5K Bought | — 23.7K shares | |
ETF ETF | $2.8M | 2.04% | -$152.3K Sold | — 59.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sound Financial Strategies Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-99.48% |
Analytics
Portfolio insights and performance metrics for Sound Financial Strategies Group, LLC
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