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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PPI INVESTMENT MANAGERS SER TR I 29,126.0 $606K 0.23% -674.0 -2.3% $20.80 +3.3%
22 UPS UNITED PARCEL SVCS INC Industrials 5,867.0 $577K 0.21% -132.0 -2.2% $98.38 -2.9%
23 VOO VANGUARD INDEX FDS 907.0 $542K 0.20% -45.0 -4.7% $597.59 +12.9%
24 ITOT ISHARES TR 3,727.0 $531K 0.20% -632.0 -14.5% $142.44 +12.3%
25 PANW PALO ALTO NETWORKS INC Technology 3,294.0 $528K 0.20% -635.0 -16.2% $160.32 +54.4%
26 CRM SALESFORCE INC Technology 2,725.0 $509K 0.19% -877.0 -24.4% $186.65 -3.8%
27 QCOM QUALCOMM INC Technology 3,725.0 $480K 0.18% -167.0 -4.3% $128.78 +58.1%
28 TXN TEXAS INSTRS INC Technology 2,209.0 $429K 0.16% -41.0 -1.8% $194.14 +54.8%
29 IVV ISHARES TR 585.0 $382K 0.14% -12.0 -2.0% $653.21 +12.9%
30 PM PHILIP MORRIS INTL INC Consumer Defensive 2,258.0 $373K 0.14% -240.0 -9.6% $165.34 +15.8%
31 VTI VANGUARD INDEX FDS 1,109.0 $356K 0.13% -15.0 -1.3% $320.81 +12.2%
32 PSX PHILLIPS 66 Energy 1,680.0 $306K 0.11% -25.0 -1.5% $182.18 -1.3%
33 VDE VANGUARD WORLD FD 1,655.0 $286K 0.11% -140.0 -7.8% $173.04 +0.1%
34 ADSK AUTODESK INC Technology 1,176.0 $282K 0.10% -15.0 -1.3% $239.40 +2.0%
35 XTEN BONDBLOXX ETF TRUST 5,404.0 $248K 0.09% -1K -18.5% $45.86 -3.1%
36 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 19,718.0 $235K 0.09% -1K -5.3% $11.90 +3.4%
37 FTSM FIRST TR EXCHANGE-TRADED FD 3,835.0 $229K 0.09% -468.0 -10.9% $59.78 +0.1%
38 CLOX SERIES PORTFOLIOS TR 8,923.0 $228K 0.09% -6K -39.6% $25.57 +0.0%
39 MTB M & T BK CORP Financial Services 1,090.0 $225K 0.08% -200.0 -15.5% $206.72 -0.2%
40 KTEC KRANESHARES TRUST 16,101.0 $221K 0.08% -11K -40.4% $13.72 -0.2%
Page 2 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%