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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 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 104,504.0 $26.5M 9.87% -11K -9.8% $253.79 +17.8%
2 NVDA NVIDIA CORPORATION Technology 71,027.0 $12.4M 4.61% -1K -1.5% $174.40 +27.5%
3 SGOV ISHARES TR 94,763.0 $9.5M 3.55% -3K -3.3% $100.66 -0.1%
4 XHLF BONDBLOXX ETF TRUST 130,295.0 $6.6M 2.44% -6K -4.1% $50.33 -0.1%
5 QQQ INVESCO QQQ TR Financial Services 7,336.0 $4.2M 1.58% -320.0 -4.2% $577.18 +21.5%
6 V VISA INC Financial Services 12,928.0 $3.9M 1.46% -1K -7.6% $302.24 +10.1%
7 SA SEABRIDGE GOLD INC Basic Materials 128,044.0 $3.6M 1.35% -2K -1.8% $28.34 +1.8%
8 XONE BONDBLOXX ETF TRUST 73,030.0 $3.6M 1.35% -6K -7.8% $49.52 -0.3%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,077.0 $3.3M 1.23% -68.0 -1.3% $650.34 +12.8%
10 TSLA TESLA INC Consumer Cyclical 6,207.0 $2.3M 0.86% -135.0 -2.1% $371.75 +10.3%
11 GSY INVESCO ACTIVELY MANAGED EXC 41,226.0 $2.1M 0.77% -4K -8.7% $50.12 -0.1%
12 AMGN AMGEN INC Healthcare 5,275.0 $1.9M 0.69% -34.0 -0.6% $351.85 -6.0%
13 AMD ADVANCED MICRO DEVICES INC Technology 8,481.0 $1.7M 0.64% -315.0 -3.6% $203.43 +103.5%
14 EIPI FIRST TR EXCHNG TRADED FD VI 69,699.0 $1.6M 0.58% -461.0 -0.7% $22.49 +1.6%
15 VUG VANGUARD INDEX FDS 2,913.0 $1.3M 0.47% -49.0 -1.6% $436.81 -80.2%
16 DVY ISHARES TR 6,371.0 $965K 0.36% -271.0 -4.1% $151.41 +0.9%
17 XLK SELECT SECTOR SPDR TR 5,714.0 $759K 0.28% -56.0 -1.0% $132.90 +30.4%
18 SBUX STARBUCKS CORP Consumer Cyclical 8,211.0 $736K 0.27% -239.0 -2.8% $89.59 +19.0%
19 LMT LOCKHEED MARTIN CORP Industrials 1,064.0 $643K 0.24% -22.0 -2.0% $604.39 -12.6%
20 MCD MCDONALDS CORP Consumer Cyclical 1,977.0 $614K 0.23% -36.0 -1.8% $310.79 -9.1%
Page 1 of 3  ·  44 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%