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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 7 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JEPQ J P MORGAN EXCHANGE TRADED F 6,030.0 $335K 0.12% +362.0 +6.4% $55.52 +7.3%
122 VWO VANGUARD INTL EQUITY INDEX F 5,969.0 $323K 0.12% $54.05 +7.1%
123 UBER UBER TECHNOLOGIES INC Technology 4,397.0 $316K 0.12% +192.0 +4.6% $71.93 +4.4%
124 XLP SELECT SECTOR SPDR TR 3,820.0 $313K 0.12% NEW $81.98 +5.0%
125 VRSK VERISK ANALYTICS INC Industrials 1,650.0 $313K 0.12% $189.75 -9.6%
126 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,786.0 $311K 0.12% $35.44 -4.3%
127 PSX PHILLIPS 66 Energy 1,680.0 $306K 0.11% -25.0 -1.5% $182.18 -1.3%
128 IOO ISHARES TR 2,488.0 $301K 0.11% +363.0 +17.1% $120.97 +15.7%
129 MRK MERCK & CO INC Healthcare 2,424.0 $292K 0.11% $120.29 -6.4%
130 BNDX VANGUARD CHARLOTTE FDS 5,988.0 $288K 0.11% NEW $48.05 -1.0%
131 VDE VANGUARD WORLD FD 1,655.0 $286K 0.11% -140.0 -7.8% $173.04 +0.1%
132 CLOZ SERIES PORTFOLIOS TR 11,021.0 $283K 0.10% NEW $25.65 +3.1%
133 MINT PIMCO ETF TR 2,800.0 $282K 0.10% +163.0 +6.2% $100.58 -0.0%
134 ADSK AUTODESK INC Technology 1,176.0 $282K 0.10% -15.0 -1.3% $239.40 +2.0%
135 MO ALTRIA GROUP INC Consumer Defensive 4,144.0 $273K 0.10% $65.99 +11.7%
136 AEE AMEREN CORP Utilities 2,454.0 $270K 0.10% $109.92 -0.8%
137 EMR EMERSON ELEC CO Industrials 2,031.0 $266K 0.10% $131.04 +0.9%
138 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,716.0 $253K 0.09% $93.32 +2.6%
139 SLV ISHARES SILVER TR Financial Services 3,677.0 $251K 0.09% +330.0 +9.9% $68.14 -1.8%
140 XFIV BONDBLOXX ETF TRUST 5,076.0 $250K 0.09% NEW $49.16 -1.8%
Page 7 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%