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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRW WISDOMTREE TR 12,055.0 $1.1M 0.40% -509.0 -4.0% $89.43 +7.2%
22 QUAL ISHARES TR 5,186.0 $1.0M 0.38% -274.0 -5.0% $198.62 +6.9%
23 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,083.0 $1.0M 0.37% -13.0 -0.6% $480.57 +4.1%
24 FLTR VANECK ETF TRUST 37,525.0 $956K 0.36% -2K -4.8% $25.48 +0.3%
25 CRM SALESFORCE INC Technology 3,602.0 $954K 0.35% -600.0 -14.3% $264.92 -32.3%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 6,531.0 $936K 0.35% -291.0 -4.3% $143.32 -1.4%
27 BIL SPDR SERIES TRUST 9,046.0 $827K 0.31% -1K -11.6% $91.38 +0.2%
28 SBUX STARBUCKS CORP Consumer Cyclical 8,450.0 $712K 0.27% -110.0 -1.3% $84.21 +26.3%
29 IRM IRON MTN INC DEL Real Estate 8,127.0 $674K 0.25% -1K -14.6% $82.95 +48.9%
30 QCOM QUALCOMM INC Technology 3,892.0 $666K 0.25% -1K -27.7% $171.05 +14.4%
31 UPS UNITED PARCEL SERVICE INC Industrials 5,999.0 $595K 0.22% -920.0 -13.3% $99.19 -2.4%
32 VLO VALERO ENERGY CORP Energy 3,638.0 $592K 0.22% -48.0 -1.3% $162.79 +61.3%
33 VGT VANGUARD WORLD FD 771.0 $581K 0.22% -237.0 -23.5% $753.93 -84.9%
34 XLV SELECT SECTOR SPDR TR 3,688.0 $571K 0.21% -864.0 -19.0% $154.82 -5.0%
35 LMT LOCKHEED MARTIN CORP Industrials 1,086.0 $525K 0.20% -111.0 -9.3% $483.67 +8.9%
36 CSCO CISCO SYS INC Technology 5,992.0 $462K 0.17% -56.0 -0.9% $77.03 +49.8%
37 KTEC KRANESHARES TRUST 26,991.0 $423K 0.16% -10K -26.3% $15.66 -12.7%
38 TXN TEXAS INSTRS INC Technology 2,250.0 $390K 0.14% -45.0 -2.0% $173.48 +74.3%
39 VIG VANGUARD SPECIALIZED FUNDS 1,732.0 $381K 0.14% -25.0 -1.4% $219.82 +4.9%
40 CLOX SERIES PORTFOLIOS TR 14,779.0 $377K 0.14% -1K -6.9% $25.51 +0.3%
Page 2 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%