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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 1 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 104,504.0 $26.5M 9.87% -11K -9.8% $253.79 +17.8%
2 MSFT MICROSOFT CORP Technology 42,401.0 $15.7M 5.84% +6K +16.1% $370.17 +14.4%
3 NVDA NVIDIA CORPORATION Technology 71,027.0 $12.4M 4.61% -1K -1.5% $174.40 +27.5%
4 TBIL RBB FD INC 238,775.0 $11.9M 4.43% +17K +7.7% $49.86 +0.2%
5 GOOGL ALPHABET INC Communication Services 36,896.0 $10.6M 3.95% +728.0 +2.0% $287.56 +38.0%
6 AMZN AMAZON COM INC Consumer Cyclical 49,002.0 $10.2M 3.80% +934.0 +1.9% $208.27 +24.5%
7 SGOV ISHARES TR 94,763.0 $9.5M 3.55% -3K -3.3% $100.66 -0.1%
8 XHLF BONDBLOXX ETF TRUST 130,295.0 $6.6M 2.44% -6K -4.1% $50.33 -0.1%
9 BBBS BONDBLOXX ETF TRUST 121,143.0 $6.2M 2.31% +12K +11.2% $51.15 -0.7%
10 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,638.0 $5.6M 2.09% $996.38 +5.3%
11 XCCC BONDBLOXX ETF TRUST 122,674.0 $4.5M 1.66% +16K +14.7% $36.40 +0.3%
12 QQQ INVESCO QQQ TR Financial Services 7,336.0 $4.2M 1.58% -320.0 -4.2% $577.18 +21.5%
13 V VISA INC Financial Services 12,928.0 $3.9M 1.46% -1K -7.6% $302.24 +10.1%
14 META META PLATFORMS INC Communication Services 6,497.0 $3.7M 1.38% +420.0 +6.9% $572.15 +6.8%
15 SA SEABRIDGE GOLD INC Basic Materials 128,044.0 $3.6M 1.35% -2K -1.8% $28.34 +1.8%
16 XONE BONDBLOXX ETF TRUST 73,030.0 $3.6M 1.35% -6K -7.8% $49.52 -0.3%
17 BERKSHIRE HATHAWAY INC DEL 7,089.0 $3.4M 1.26% $479.20
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,077.0 $3.3M 1.23% -68.0 -1.3% $650.34 +12.8%
19 WMT WALMART INC Consumer Defensive 25,443.0 $3.2M 1.18% $124.28 +7.3%
20 XEMD BONDBLOXX ETF TRUST 70,189.0 $3.1M 1.15% +9K +13.9% $43.95 +0.8%
Page 1 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%