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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVV ISHARES TR 597.0 $409K 0.15% $685.10 +8.9%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 2,498.0 $401K 0.15% $160.40 +17.6%
103 TXN TEXAS INSTRS INC Technology 2,250.0 $390K 0.14% -45.0 -2.0% $173.48 +75.7%
104 VIG VANGUARD SPECIALIZED FUNDS 1,732.0 $381K 0.14% -25.0 -1.4% $219.82 +5.1%
105 CLOX SERIES PORTFOLIOS TR 14,779.0 $377K 0.14% -1K -6.9% $25.51 +0.3%
106 VTI VANGUARD INDEX FDS 1,124.0 $377K 0.14% +10.0 +0.9% $335.29 +8.9%
107 ETN EATON CORP PLC Industrials 1,173.0 $374K 0.14% $318.51 +19.8%
108 VRSK VERISK ANALYTICS INC Industrials 1,650.0 $369K 0.14% +34.0 +2.1% $223.69 -23.7%
109 CRWV COREWEAVE INC Technology 5,099.0 $365K 0.14% +2K +72.3% $71.61 +50.2%
110 NFLX NETFLIX INC Communication Services 3,830.0 $359K 0.13% +3K +913.2% $93.76 -4.8%
111 SPDV ETF SER SOLUTIONS 10,326.0 $358K 0.13% +204.0 +2.0% $34.65 +10.8%
112 KO COCA COLA CO Consumer Defensive 5,080.0 $355K 0.13% -137.0 -2.6% $69.91 +16.1%
113 CSGP COSTAR GROUP INC Real Estate 5,274.0 $355K 0.13% $67.24 -49.5%
114 ADSK AUTODESK INC Technology 1,191.0 $353K 0.13% -197.0 -14.2% $296.01 -18.9%
115 TFLO ISHARES TR 6,898.0 $348K 0.13% +61.0 +0.9% $50.46 +0.3%
116 UBER UBER TECHNOLOGIES INC Technology 4,205.0 $344K 0.13% +117.0 +2.9% $81.71 -8.7%
117 JEPQ J P MORGAN EXCHANGE TRADED F 5,668.0 $329K 0.12% +576.0 +11.3% $58.12 +3.4%
118 VWO VANGUARD INTL EQUITY INDEX F 5,969.0 $321K 0.12% -206.0 -3.3% $53.76 +9.2%
119 XTEN BONDBLOXX ETF TRUST 6,633.0 $307K 0.11% -1K -16.2% $46.22 -2.9%
120 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,786.0 $290K 0.11% $33.02 +4.1%
Page 6 of 8  ·  149 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%