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Portfolio (Quarterly) Guide ↗

Strait & Sound Wealth Management LLC

· CIK 0001966210
13F Portfolio $269M AUM 149 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 60 Added 56 Reduced
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLU SELECT SECTOR SPDR TR 14,894.0 $636K 0.24% +7K +100.0% $42.69 +4.3%
42 DAX GLOBAL X FDS 13,903.0 $634K 0.24% +755.0 +5.7% $45.62 -0.1%
43 VOO VANGUARD INDEX FDS 952.0 $597K 0.22% +45.0 +5.0% $627.15 +8.7%
44 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 37,565.0 $576K 0.21% +251.0 +0.7% $15.34 -3.5%
45 PPI INVESTMENT MANAGERS SER TR I 29,800.0 $555K 0.21% +2K +5.7% $18.63 +16.6%
46 REGN REGENERON PHARMACEUTICALS Healthcare 674.0 $520K 0.19% +46.0 +7.3% $771.87 -18.3%
47 XLE SELECT SECTOR SPDR TR 11,293.0 $505K 0.19% +3K +40.8% $44.71 +33.8%
48 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,533.0 $466K 0.17% +86.0 +5.9% $303.89 +29.2%
49 CEF SPROTT ASSET MANAGEMENT LP Financial Services 9,827.0 $450K 0.17% +2K +34.1% $45.80 +4.2%
50 AXP AMERICAN EXPRESS CO Financial Services 1,137.0 $421K 0.16% +30.0 +2.7% $369.95 -16.3%
51 VTI VANGUARD INDEX FDS 1,124.0 $377K 0.14% +10.0 +0.9% $335.29 +8.6%
52 VRSK VERISK ANALYTICS INC Industrials 1,650.0 $369K 0.14% +34.0 +2.1% $223.69 -23.7%
53 CRWV COREWEAVE INC Technology 5,099.0 $365K 0.14% +2K +72.3% $71.61 +39.4%
54 NFLX NETFLIX INC Communication Services 3,830.0 $359K 0.13% +3K +913.2% $93.76 -4.7%
55 SPDV ETF SER SOLUTIONS 10,326.0 $358K 0.13% +204.0 +2.0% $34.65 +10.0%
56 TFLO ISHARES TR 6,898.0 $348K 0.13% +61.0 +0.9% $50.46 +0.3%
57 UBER UBER TECHNOLOGIES INC Technology 4,205.0 $344K 0.13% +117.0 +2.9% $81.71 -9.3%
58 JEPQ J P MORGAN EXCHANGE TRADED F 5,668.0 $329K 0.12% +576.0 +11.3% $58.12 +3.2%
59 BND VANGUARD BD INDEX FDS 2,921.0 $216K 0.08% +115.0 +4.1% $74.07 -1.6%
60 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 11,728.0 $79K 0.03% +2K +15.8% $6.73 -7.4%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.1%
Financial Services 15.7%
Consumer Cyclical 10.7%
Communication Services 9.6%
Consumer Defensive 5.8%
Healthcare 4.7%
Industrials 3.0%
Basic Materials 2.3%
Energy 2.0%
Real Estate 0.6%