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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 4 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GDX VANECK ETF TRUST 10,579.0 $971K 0.36% +641.0 +6.5% $91.77 -8.7%
62 DVY ISHARES TR 6,371.0 $965K 0.36% -271.0 -4.1% $151.41 +0.9%
63 BIL SPDR SERIES TRUST 10,496.0 $962K 0.36% +1K +16.0% $91.64 -0.1%
64 FLTR VANECK ETF TRUST 37,387.0 $953K 0.35% $25.48 +0.2%
65 PG PROCTER & GAMBLE CO Consumer Defensive 6,532.0 $943K 0.35% $144.43 -1.4%
66 GOOG ALPHABET INC Communication Services 3,230.0 $927K 0.34% $286.87 +37.0%
67 DXJ WISDOMTREE TR 5,780.0 $917K 0.34% +202.0 +3.6% $158.58 +6.2%
68 VLO VALERO ENERGY CORP Energy 3,645.0 $901K 0.34% $247.08 +4.6%
69 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 19,312.0 $892K 0.33% +774.0 +4.2% $46.19 -4.3%
70 BA BOEING CO Industrials 4,226.0 $841K 0.31% +311.0 +7.9% $199.02 +8.0%
71 DVY PUT ISHARES TR 5,500.0 $833K 0.31% NEW $151.41 +0.9%
72 IRM IRON MTN INC DEL Real Estate 8,136.0 $831K 0.31% $102.14 +21.4%
73 LLY ELI LILLY & CO Healthcare 877.0 $806K 0.30% $919.59 +7.4%
74 IGM ISHARES TR 6,657.0 $789K 0.29% +88.0 +1.3% $118.51 +27.9%
75 XLE SELECT SECTOR SPDR TR 12,750.0 $781K 0.29% +1K +12.9% $61.26 +0.0%
76 XLK SELECT SECTOR SPDR TR 5,714.0 $759K 0.28% -56.0 -1.0% $132.90 +30.4%
77 SBUX STARBUCKS CORP Consumer Cyclical 8,211.0 $736K 0.27% -239.0 -2.8% $89.59 +19.0%
78 XLU SELECT SECTOR SPDR TR 15,624.0 $717K 0.27% +730.0 +4.9% $45.89 -3.4%
79 INDA ISHARES TR 14,380.0 $674K 0.25% +674.0 +4.9% $46.84 +0.9%
80 LMT LOCKHEED MARTIN CORP Industrials 1,064.0 $643K 0.24% -22.0 -2.0% $604.39 -12.6%
Page 4 of 9  ·  172 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%