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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 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 72,128.0 $13.5M 5.01% -1K -1.4% $186.50 +18.3%
2 GOOGL ALPHABET INC Communication Services 36,168.0 $11.3M 4.21% -202.0 -0.6% $313.00 +23.9%
3 TBIL RBB FD INC 221,664.0 $11.1M 4.12% -16K -6.7% $49.88 +0.1%
4 SGOV ISHARES TR 98,017.0 $9.8M 3.66% -16K -14.0% $100.38 +0.2%
5 XHLF BONDBLOXX ETF TRUST 135,883.0 $6.8M 2.54% -10K -7.1% $50.25 +0.0%
6 V VISA INC Financial Services 13,998.0 $4.9M 1.83% -221.0 -1.6% $350.71 -5.9%
7 COST COSTCO WHSL CORP NEW Consumer Defensive 5,628.0 $4.9M 1.81% -413.0 -6.8% $862.31 +26.9%
8 QQQ INVESCO QQQ TR Financial Services 7,656.0 $4.7M 1.75% -172.0 -2.2% $614.31 +16.1%
9 XONE BONDBLOXX ETF TRUST 79,188.0 $3.9M 1.46% -5K -5.9% $49.53 -0.3%
10 SA SEABRIDGE GOLD INC Basic Materials 130,348.0 $3.9M 1.44% -1K -1.1% $29.59 -6.7%
11 TSLA TESLA INC Consumer Cyclical 6,342.0 $2.9M 1.06% -39.0 -0.6% $449.72 -10.1%
12 WMT WALMART INC Consumer Defensive 25,359.0 $2.8M 1.05% -361.0 -1.4% $111.41 +20.5%
13 AVGO BROADCOM INC Technology 6,552.0 $2.3M 0.84% -52.0 -0.8% $346.08 +20.7%
14 AMD ADVANCED MICRO DEVICES INC Technology 8,796.0 $1.9M 0.70% -82.0 -0.9% $214.16 +109.0%
15 OEF ISHARES TR 5,134.0 $1.8M 0.66% -53.0 -1.0% $342.97 +7.9%
16 SPMO INVESCO EXCH TRADED FD TR II 14,724.0 $1.8M 0.65% -252.0 -1.7% $119.32 +20.1%
17 EXACT SCIENCES CORP 15,381.0 $1.6M 0.58% -4K -20.1% $101.56
18 VUG VANGUARD INDEX FDS 2,962.0 $1.4M 0.54% -35.0 -1.2% $487.88 -82.1%
19 EIPI FIRST TR EXCHNG TRADED FD VI 70,160.0 $1.4M 0.52% -1K -1.8% $19.87 +14.2%
20 USMV ISHARES TR 12,034.0 $1.1M 0.42% -592.0 -4.7% $94.16 +1.8%
Page 1 of 3  ·  56 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%