Sound Capital Solutions LLC

NAPLES, FL · CIK 2033735 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$427.4m reported value

309positions

29.4%in top 10

—no comparable previous quarter

Also in the report of:

OPTIMIZE FINANCIAL INC.

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	218,694	$19.2m4.50%	4.50%	First filing
2	NVIDIA CORPORATION COM NVDA	NVDA	94,205	$18.8m4.41%	4.41%	First filing
3	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	377,935	$17.0m3.99%	3.99%	First filing
4	SANDISK CORP COM SNDK	SNDK	5,296	$12.0m2.82%	2.82%	First filing
5	PENGUIN SOLUTIONS INC COM PENG	PENG	152,938	$11.6m2.72%	2.72%	First filing
6	FIRST SOLAR INC COM FSLR	FSLR	42,909	$10.1m2.37%	2.37%	First filing
7	EQT CORP COM EQT	EQT	188,268	$10.0m2.34%	2.34%	First filing
8	IMMUNITYBIO INC COM IBRX	IBRX	1,120,808	$9.8m2.30%	2.30%	First filing
9	MICRON TECHNOLOGY INC COM MU	MU	7,542	$8.7m2.04%	2.04%	First filing
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	14,513	$8.4m1.97%	1.97%	First filing
11	BROADCOM INC COM AVGO	AVGO	21,736	$8.2m1.92%	1.92%	First filing
12	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	7,916	$7.6m1.79%	1.79%	First filing
13	PALO ALTO NETWORKS INC COM PANW	PANW	21,980	$7.5m1.75%	1.75%	First filing
14	WESTERN DIGITAL CORP COM WDC	WDC	11,387	$7.3m1.70%	1.70%	First filing
15	META PLATFORMS INC CL A META	META	11,787	$6.6m1.55%	1.55%	First filing
16	FLUENCE ENERGY INC COM CL A FLNC	FLNC	329,015	$6.5m1.53%	1.53%	First filing
17	UBER TECHNOLOGIES INC COM UBER	UBER	89,668	$6.5m1.51%	1.51%	First filing
18	KLA CORP COM NEW KLAC	KLAC	20,768	$6.3m1.47%	1.47%	First filing
19	APPLIED MATLS INC COM AMAT	AMAT	8,600	$6.2m1.45%	1.45%	First filing
20	SNOWFLAKE INC CL A SNOW	SNOW	24,192	$6.2m1.44%	1.44%	First filing
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	14,010	$6.1m1.42%	1.42%	First filing
22	TTM TECHNOLOGIES INC COM TTMI	TTMI	31,767	$5.9m1.39%	1.39%	First filing
23	SERVICENOW INC COM NOW	NOW	58,865	$5.8m1.37%	1.37%	First filing
24	COEUR MNG INC COM NEW CDE	CDE	356,210	$5.8m1.36%	1.36%	First filing
25	USA RARE EARTH INC COM USAR	USAR	250,000	$5.4m1.26%	1.26%	First filing
26	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	13,458	$5.1m1.20%	1.20%	First filing
27	TERADYNE INC COM TER	TER	10,228	$4.9m1.16%	1.16%	First filing
28	ROYAL GOLD INC COM RGLD	RGLD	23,464	$4.7m1.10%	1.10%	First filing
29	COHERENT CORP COM COHR	COHR	11,847	$4.7m1.09%	1.09%	First filing
30	SOFI TECHNOLOGIES INC COM SOFI	SOFI	248,140	$4.4m1.04%	1.04%	First filing
31	ARROW ELECTRS INC COM ARW	ARW	20,184	$4.3m1.01%	1.01%	First filing
32	NEWMONT CORP COM NEM	NEM	44,021	$4.1m0.96%	0.96%	First filing
33	LUMENTUM HLDGS INC COM LITE	LITE	4,790	$4.1m0.96%	0.96%	First filing
34	AMPHENOL CORP CL A APH	APH	21,177	$3.7m0.87%	0.87%	First filing
35	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	10,251	$3.6m0.84%	0.84%	First filing
36	ANALOG DEVICES INC COM ADI	ADI	8,843	$3.5m0.82%	0.82%	First filing
37	QORVO INC COM QRVO	QRVO	35,969	$3.4m0.78%	0.78%	First filing
38	FABRINET SHS FN	FN	5,706	$3.2m0.75%	0.75%	First filing
39	APPLE INC COM AAPL	AAPL	10,847	$3.1m0.73%	0.73%	First filing
40	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	10,789	$3.0m0.71%	0.71%	First filing
41	NCR VOYIX CORPORATION COM VYX	VYX	355,750	$2.9m0.68%	0.68%	First filing
42	CANADIAN SOLAR INC COM CSIQ	CSIQ	174,540	$2.8m0.65%	0.65%	First filing
43	TE CONNECTIVITY PLC ORD SHS TEL	TEL	13,566	$2.7m0.64%	0.64%	First filing
44	MICROSOFT CORP COM MSFT	MSFT	6,829	$2.5m0.60%	0.60%	First filing
45	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	6,061	$2.5m0.59%	0.59%	First filing
46	CLARIVATE PLC ORD SHS CLVT	CLVT	1,019,212	$2.2m0.52%	0.52%	First filing
47	PTC INC COM PTC	PTC	17,163	$1.9m0.46%	0.46%	First filing
48	ORUKA THERAPEUTICS INC COM ORKA	ORKA	13,396	$1.3m0.30%	0.30%	First filing
49	VESTIS CORPORATION COM SHS VSTS	VSTS	81,247	$1.2m0.28%	0.28%	First filing
50	GROCERY OUTLET HLDG CORP COM GO	GO	96,052	$958.6k0.22%	0.22%	First filing
51	NEWELL BRANDS INC COM NWL	NWL	150,614	$924.8k0.22%	0.22%	First filing
52	SHARKNINJA INC COM SHS SN	SN	5,697	$867.5k0.20%	0.20%	First filing
53	MGM RESORTS INTERNATIONAL COM MGM	MGM	17,953	$858.3k0.20%	0.20%	First filing
54	CVS HEALTH CORP COM CVS	CVS	8,123	$840.3k0.20%	0.20%	First filing
55	BORGWARNER INC COM BWA	BWA	12,328	$818.6k0.19%	0.19%	First filing
56	DAVE INC CLASS A COM NEW DAVE	DAVE	2,184	$813.7k0.19%	0.19%	First filing
57	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	7,237	$809.0k0.19%	0.19%	First filing
58	MBX BIOSCIENCES INC COM MBX	MBX	14,458	$798.1k0.19%	0.19%	First filing
59	BRINKER INTL INC COM EAT	EAT	4,737	$795.8k0.19%	0.19%	First filing
60	ADVANCE AUTO PARTS INC COM AAP	AAP	12,688	$789.4k0.18%	0.18%	First filing
61	ADTALEM GLOBAL ED INC COM CVSA	CVSA	6,258	$780.1k0.18%	0.18%	First filing
62	FRONTIER GROUP HLDGS INC COM ULCC	ULCC	96,701	$764.9k0.18%	0.18%	First filing
63	ENLIVEN THERAPEUTICS INC COM ELVN	ELVN	15,003	$761.4k0.18%	0.18%	First filing
64	RALPH LAUREN CORP CL A RL	RL	1,887	$757.5k0.18%	0.18%	First filing
65	CASEYS GEN STORES INC COM CASY	CASY	952	$756.6k0.18%	0.18%	First filing
66	KOHLS CORP COM KSS	KSS	42,236	$748.4k0.18%	0.18%	First filing
67	RH COM RH	RH	4,492	$740.0k0.17%	0.17%	First filing
68	MARRIOTT INTL INC NEW CL A MAR	MAR	1,972	$730.8k0.17%	0.17%	First filing
69	DUOLINGO INC CL A COM DUOL	DUOL	6,266	$720.7k0.17%	0.17%	First filing
70	RLJ LODGING TR COM RLJ	RLJ	60,551	$717.5k0.17%	0.17%	First filing
71	US FOODS HLDG CORP COM USFD	USFD	7,017	$717.5k0.17%	0.17%	First filing
72	ROKU INC COM CL A ROKU	ROKU	5,174	$714.7k0.17%	0.17%	First filing
73	AMAZON COM INC COM AMZN	AMZN	2,995	$713.8k0.17%	0.17%	First filing
74	TOLL BROTHERS INC COM TOL	TOL	4,324	$712.4k0.17%	0.17%	First filing
75	BREAD FINANCIAL HOLDINGS INC COM BFH	BFH	6,574	$712.3k0.17%	0.17%	First filing
76	BICARA THERAPEUTICS INC COM BCAX	BCAX	23,913	$710.0k0.17%	0.17%	First filing
77	BOYD GAMING CORP COM BYD	BYD	7,970	$704.0k0.16%	0.16%	First filing
78	GANNETT CO INC COM TDAY	TDAY	81,810	$699.5k0.16%	0.16%	First filing
79	KODIAK SCIENCES INC COM KOD	KOD	17,767	$692.2k0.16%	0.16%	First filing
80	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	23,385	$690.8k0.16%	0.16%	First filing
81	UPBOUND GROUP INC COM UPBD	UPBD	32,482	$689.3k0.16%	0.16%	First filing
82	NOMAD FOODS LTD USD ORD SHS NOMD	NOMD	61,694	$675.5k0.16%	0.16%	First filing
83	LANTHEUS HLDGS INC COM LNTH	LNTH	6,087	$675.3k0.16%	0.16%	First filing
84	PHILIP MORRIS INTL INC COM PM	PM	3,724	$673.7k0.16%	0.16%	First filing
85	ANDERSONS INC COM ANDE	ANDE	9,808	$668.9k0.16%	0.16%	First filing
86	AXSOME THERAPEUTICS INC COM AXSM	AXSM	2,721	$666.0k0.16%	0.16%	First filing
87	PROG HOLDINGS INC COM NPV PRG	PRG	14,273	$665.3k0.16%	0.16%	First filing
88	BIOHAVEN LTD COM BHVN	BHVN	44,524	$662.5k0.15%	0.15%	First filing
89	BURLINGTON STORES INC COM BURL	BURL	2,089	$661.8k0.15%	0.15%	First filing
90	CARVANA CO CL A CVNA	CVNA	10,050	$661.5k0.15%	0.15%	First filing
91	DOORDASH INC CL A DASH	DASH	3,564	$657.7k0.15%	0.15%	First filing
92	ARRIVENT BIOPHARMA INC COM AVBP	AVBP	18,851	$654.9k0.15%	0.15%	First filing
93	TAPESTRY INC COM TPR	TPR	4,430	$648.5k0.15%	0.15%	First filing
94	REDDIT INC CL A RDDT	RDDT	3,733	$648.0k0.15%	0.15%	First filing
95	SMUCKER J M CO COM NEW SJM	SJM	5,692	$640.4k0.15%	0.15%	First filing
96	YUM BRANDS INC COM YUM	YUM	3,991	$638.0k0.15%	0.15%	First filing
97	VOYA FINANCIAL INC COM VOYA	VOYA	7,011	$634.7k0.15%	0.15%	First filing
98	KRYSTAL BIOTECH INC COM KRYS	KRYS	1,705	$633.7k0.15%	0.15%	First filing
99	GARMIN LTD SHS GRMN	GRMN	2,623	$623.1k0.15%	0.15%	First filing
100	AMERICAN AXLE & MFG HLDGS IN COM DCH	DCH	114,651	$621.4k0.15%	0.15%	First filing