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Portfolio (Quarterly) Guide ↗

Strait & Sound Wealth Management LLC

· CIK 0001966210
13F Portfolio $269M AUM 180 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 59 Added 44 Reduced 5 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM PUT QUALCOMM INC Technology 900.0 $116K 0.04% NEW $128.78 +58.1%
22 META PUT META PLATFORMS INC Communication Services 200.0 $114K 0.04% NEW $572.13 +6.8%
23 AAPL PUT APPLE INC Technology 400.0 $102K 0.04% NEW $253.79 +17.8%
24 SPDN DIREXION SHARES ETF TRUST 10,000.0 $100K 0.04% NEW $9.95 -10.8%
25 OSS ONE STOP SYS INC Technology 11,044.0 $84K 0.03% NEW $7.57 +111.2%
26 SLV PUT ISHARES SILVER TR Financial Services 1,200.0 $82K 0.03% NEW $68.14 -1.8%
27 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 200.0 $68K 0.03% NEW $337.95 +17.2%
28 AMZN CALL AMAZON COM INC Consumer Cyclical 200.0 $42K 0.02% NEW $208.27 +24.5%
Page 2 of 2  ·  28 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 42.1%
Financial Services 15.5%
Consumer Cyclical 10.3%
Communication Services 9.6%
Consumer Defensive 6.8%
Healthcare 5.2%
Industrials 3.3%
Energy 3.0%
Basic Materials 2.3%
Real Estate 1.3%