SOUND INCOME STRATEGIES LLC
Q3 2025 Form 13-F
FT LAUDERDALE, FLORIDA
CIK 0001730960
· CRD 173272
· SEC-registered investment adviser
$1.8B Reported Value Total
SOUND INCOME STRATEGIES, LLC reports 26,055 total accounts under management (AUM). There are 24,186 discretionary accounts valued at $3,774,137,585, and 1,869 non-discretionary accounts valued at $264,013,660.
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
$1.8B
Quarter over quarter
+1.8%
Holdings
1,693
Top-10 concentration
23.3%
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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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 10, 2025 |
| Form | 13F-HR |
| Reported value | $1.8B |
| Positions | 1,693 |
| Change in reported value | +4.9% |
| New positions | 245 |
| Exited positions | 173 |
| Position turnover | 22.4% |
| Top-10 concentration | 23.3% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSLX SIXTH STREET SPECIALTY LENDING COM | $50.6M | 2.76% |
| 2 | ARCC ARES CAPITAL CORP COM | $47.3M | 2.59% |
| 3 | HTGC HERCULES CAPITAL INC COM | $47.0M | 2.57% |
| 4 | GBDC GOLUB CAP BDC INC COM | $45.6M | 2.49% |
| 5 | SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $42.9M | 2.34% |
| 6 | OBDC BLUE OWL CAPITAL CORPORATION COM | $41.5M | 2.27% |
| 7 | HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $40.7M | 2.22% |
| 8 | EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $39.7M | 2.17% |
| 9 | PFLT PENNANTPARK FLOATING RATE CAP COM | $35.7M | 1.95% |
| 10 | BXSL BLACKSTONE SECD LENDING FD COMMON STOCK | $34.5M | 1.89% |
| 11 | C CITIGROUP INC COM NEW | $34.5M | 1.89% |
| 12 | FXED SOUND ENHANCED FIXED INCOME ETF | $32.7M | 1.79% |
| 13 | ENB ENBRIDGE INC COM | $31.5M | 1.72% |
| 14 | ABBV ABBVIE INC COM | $24.1M | 1.32% |
| 15 | CSCO CISCO SYS INC COM | $23.4M | 1.28% |
| 16 | DIVY SOUND EQUITY DIVIDEND INCOME ETF | $22.9M | 1.25% |
| 17 | T AT&T INC COM | $22.5M | 1.23% |
| 18 | AAPL APPLE INC COM | $21.9M | 1.2% |
| 19 | SPG SIMON PPTY GROUP INC NEW COM | $21.6M | 1.18% |
| 20 | QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF | $20.8M | 1.14% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.