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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVX CHEVRON CORP NEW Energy 5,994.0 $914K 0.34% NEW $152.41 +29.4%
2 SHEL SHELL PLC Energy 12,289.0 $903K 0.34% NEW $73.48 +20.4%
3 HODL VANECK BITCOIN ETF 17,320.0 $428K 0.16% NEW $24.73 -11.2%
4 EXPD EXPEDITORS INTL WASH INC Industrials 1,491.0 $222K 0.08% NEW $149.01 +5.8%
5 SLV ISHARES SILVER TR Financial Services 3,347.0 $216K 0.08% NEW $64.42 +6.7%
6 CRH PLC 1,650.0 $206K 0.08% NEW $124.80

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%