SOUND INCOME STRATEGIES LLC
Q2 2025 Form 13-F
FT LAUDERDALE, FLORIDA
CIK 0001730960
· CRD 173272
· SEC-registered investment adviser
$1.7B Reported Value Total
SOUND INCOME STRATEGIES, LLC reports 24,350 total accounts under management (AUM). There are 20,014 discretionary accounts valued at $3,329,615,437, and 4,336 non-discretionary accounts valued at $165,342,954.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-01-23
Reported value
$1.7B
Quarter over quarter
+0.0%
Holdings
1,605
Top-10 concentration
26.7%
Key People
Form ADV owners & control persons
David Joseph Scranton
OWNER
Rana Chander
CHIEF OPERATING OFFICER
Charles Burton Radlauer
CHIEF COMPLIANCE OFFICER
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 17, 2025 |
| Form | 13F-HR |
| Reported value | $1.7B |
| Positions | 1,605 |
| Change in reported value | +3.0% |
| New positions | 180 |
| Exited positions | 146 |
| Position turnover | 18.6% |
| Top-10 concentration | 26.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 9, 2026
|
478 | $2.2B |
|
Q2 2026 13F
Filed Jul 20, 2026
|
483 | $2.2B |
|
Q1 2026 13F
Filed Apr 27, 2026
|
2,593 | $2.1B |
|
Q4 2025 13F
Filed Jan 21, 2026
|
2,513 | $2.1B |
|
Q3 2025 13F
Filed Oct 10, 2025
|
1,693 | $1.8B |
|
Q2 2025 13F
Filed Jul 17, 2025
|
1,605 | $1.7B |
|
Q1 2025 13F
Filed Apr 17, 2025
|
1,555 | $1.7B |
|
Q4 2024 13F
Filed Jan 21, 2025
|
1,470 | $1.6B |
|
Q3 2024 13F
Filed Oct 10, 2024
|
1,405 | $1.6B |
|
Q2 2024 13F
Filed Jul 12, 2024
|
1,373 | $1.6B |
|
Q1 2024 13F
Filed Apr 15, 2024
|
1,348 | $1.3B |
|
Q4 2023 13F
Filed Jan 10, 2024
|
1,315 | $1.2B |
|
Q3 2023 13F
Filed Oct 12, 2023
|
1,147 | $1.2B |
|
Q2 2023 13F
Filed Jul 10, 2023
|
1,110 | $972.8M |
|
Q1 2023 13F
Filed Apr 10, 2023
|
1,057 | $919.9M |
|
Q4 2022 13F
Filed Jan 11, 2023
|
979 | $784.7M |
|
Q3 2022 13F
Filed Oct 18, 2022
|
752 | $687.5M |
|
Q2 2022 13F
Filed Jul 11, 2022
|
768 | $749.7M |
|
Q1 2022 13F
Filed Apr 11, 2022
|
762 | $868.8M |
|
Q4 2021 13F
Filed Jan 13, 2022
|
744 | $849.8M |
16 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSLX SIXTH STREET SPECIALTY LENDN | $57.3M | 3.29% |
| 2 | ARCC ARES CAPITAL CORP | $53.9M | 3.09% |
| 3 | HTGC HERCULES CAPITAL INC | $53.6M | 3.07% |
| 4 | GBDC GOLUB CAP BDC INC | $48.5M | 2.78% |
| 5 | OBDC OWL ROCK CAPITAL CORPORATION | $47.2M | 2.71% |
| 6 | SHYG ISHARES TR | $44.0M | 2.52% |
| 7 | HYEM VANECK VECTORS ETF TR | $41.1M | 2.36% |
| 8 | PFLT PENNANTPARK FLOATING RATE CA | $40.3M | 2.31% |
| 9 | EMHY ISHARES INC | $39.7M | 2.28% |
| 10 | BXSL COMMON STOCKBLACKSTONE SECD LENDING FD | $39.4M | 2.26% |
| 11 | FXED TIDAL ETF TR | $33.5M | 1.92% |
| 12 | C CITIGROUP INC | $32.9M | 1.89% |
| 13 | ENB ENBRIDGE INC | $31.4M | 1.8% |
| 14 | CSCO CISCO SYS INC | $27.4M | 1.57% |
| 15 | T AT&T INC | $25.8M | 1.48% |
| 16 | GEFB GREIF INC | $25.1M | 1.44% |
| 17 | DIVY TIDAL ETF TR | $24.8M | 1.42% |
| 18 | IBM INTERNATIONAL BUSINESS MACHS | $20.6M | 1.18% |
| 19 | MTB M & T BK CORP | $20.5M | 1.17% |
| 20 | MAIN MAIN STR CAP CORP | $20.4M | 1.17% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.