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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EUFN ISHARES TR 17,809.0 $621K 0.23% +553.0 +3.2% $34.85 +7.0%
82 XLV SELECT SECTOR SPDR TR 4,211.0 $617K 0.23% +523.0 +14.2% $146.62 +0.5%
83 MCD MCDONALDS CORP Consumer Cyclical 1,977.0 $614K 0.23% -36.0 -1.8% $310.79 -9.1%
84 CEF SPROTT ASSET MANAGEMENT LP Financial Services 12,822.0 $612K 0.23% +3K +30.5% $47.72 -2.1%
85 PPI INVESTMENT MANAGERS SER TR I 29,126.0 $606K 0.23% -674.0 -2.3% $20.80 +3.3%
86 DAX GLOBAL X FDS 14,240.0 $600K 0.22% +337.0 +2.4% $42.16 +6.0%
87 GLD SPDR GOLD TR Financial Services 1,348.0 $580K 0.22% +51.0 +3.9% $430.29 -2.8%
88 UPS UNITED PARCEL SVCS INC Industrials 5,867.0 $577K 0.21% -132.0 -2.2% $98.38 -2.9%
89 VGT VANGUARD WORLD FD 819.0 $572K 0.21% +48.0 +6.2% $697.86 -84.0%
90 VOO VANGUARD INDEX FDS 907.0 $542K 0.20% -45.0 -4.7% $597.59 +12.9%
91 REGN REGENERON PHARMACEUTICALS Healthcare 688.0 $532K 0.20% +14.0 +2.1% $772.64 -18.5%
92 ITOT ISHARES TR 3,727.0 $531K 0.20% -632.0 -14.5% $142.44 +12.3%
93 PANW PALO ALTO NETWORKS INC Technology 3,294.0 $528K 0.20% -635.0 -16.2% $160.32 +54.4%
94 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,551.0 $524K 0.20% +18.0 +1.2% $337.95 +17.2%
95 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 37,626.0 $519K 0.19% $13.79 +6.4%
96 ORCL PUT ORACLE CORP Technology 3,500.0 $515K 0.19% NEW $147.11 +26.9%
97 CRM SALESFORCE INC Technology 2,725.0 $509K 0.19% -877.0 -24.4% $186.65 -3.8%
98 NFLX NETFLIX INC. Communication Services 5,056.0 $486K 0.18% +1K +32.0% $96.15 -6.8%
99 NEE NEXTERA ENERGY INC Utilities 5,190.0 $482K 0.18% $92.88 +0.5%
100 QCOM QUALCOMM INC Technology 3,725.0 $480K 0.18% -167.0 -4.3% $128.78 +58.1%
Page 5 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%