SOUND INCOME STRATEGIES LLC
Q4 2025 Form 13-F
FT LAUDERDALE, FLORIDA
CIK 0001730960
· CRD 173272
· SEC-registered investment adviser
$2.1B Reported Value Total
SOUND INCOME STRATEGIES, LLC reports 24,756 total accounts under management (AUM). There are 22,197 discretionary accounts valued at $3,919,508,068, and 2,559 non-discretionary accounts valued at $261,554,333.
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
$2.1B
Quarter over quarter
+0.3%
Holdings
2,513
Top-10 concentration
22.4%
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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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 21, 2026 |
| Form | 13F-HR |
| Reported value | $2.1B |
| Positions | 2,513 |
| Change in reported value | +15.5% |
| New positions | 909 |
| Exited positions | 85 |
| Position turnover | 38.3% |
| Top-10 concentration | 22.4% |
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 · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSLX SIXTH STREET SPECIALTY LENDING COM | $56.0M | 2.65% |
| 2 | ARCC ARES CAPITAL CORP COM | $54.7M | 2.59% |
| 3 | HTGC HERCULES CAPITAL INC COM | $51.1M | 2.42% |
| 4 | GBDC GOLUB CAP BDC INC COM | $49.8M | 2.36% |
| 5 | OBDC BLUE OWL CAPITAL CORPORATION COM | $47.7M | 2.26% |
| 6 | SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $44.6M | 2.11% |
| 7 | PFLT PENNANTPARK FLOATING RATE CAP COM | $44.3M | 2.09% |
| 8 | HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $42.2M | 2.0% |
| 9 | BXSL BLACKSTONE SECD LENDING FD COMMON STOCK | $41.8M | 1.98% |
| 10 | EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $40.8M | 1.93% |
| 11 | FXED SOUND ENHANCED FIXED INCOME ETF | $32.1M | 1.52% |
| 12 | C CITIGROUP INC COM NEW | $31.8M | 1.5% |
| 13 | OMC OMNICOM GROUP INC COM | $30.7M | 1.45% |
| 14 | ENB ENBRIDGE INC COM | $29.0M | 1.37% |
| 15 | GEFB GREIF INC CL B | $25.0M | 1.18% |
| 16 | SPG SIMON PPTY GROUP INC NEW COM | $23.6M | 1.12% |
| 17 | CTRE CARETRUST REIT INC COM | $23.5M | 1.11% |
| 18 | AAPL APPLE INC COM | $23.4M | 1.11% |
| 19 | CSCO CISCO SYS INC COM | $23.0M | 1.09% |
| 20 | DIVY SOUND EQUITY DIVIDEND INCOME ETF | $22.8M | 1.08% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.