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Sound Income Strategies, LLC

Sound Income Strategies, LLC is an Investment Adviser institutional filer with the SEC under CIK 1730960, reporting 478 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-09

Top 10 portfolio positions

The largest reported holdings in Sound Income Strategies, LLC's most recent 13F filing, ranked by reported market value.

  1. HERCULES CAPITAL INC (HTGC)
  2. ARES CAPITAL CORP (ARCC)
  3. BLUE OWL CAPITAL CORPORATION (OBDC)
  4. SIXTH STREET SPECIALTY LENDI (TSLX)
  5. FIDUS INVT CORP (FDUS)
  6. GOLUB CAP BDC INC (GBDC)
  7. APPLE INC (AAPL)
  8. ISHARES TR (SHYG)
  9. VANECK ETF TRUST (HYEM)
  10. TIDAL TRUST I (FXED)
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