Strait & Sound Wealth Management LLC
13F Reported Value
ⓘ$268.6M
incl. option notional
Equity Holdings
ⓘ$262.0M
Option Notional
ⓘ$6.6M
$6.6M puts / $41,654 calls
Holdings
172
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Strait & Sound Wealth Management LLC disclosed 172 positions worth $268.6M in its Form 13F-HR for Q1 2026 — $262.0M in common stock plus $6.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 10.1% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 28 new positions and exited 5 and a full exit from $EXK. The portfolio is most concentrated in Other (36.0% of disclosed assets). All figures are sourced directly from Strait & Sound Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1966210.
AI Fund Analysis
Diversifying
$AAPL
$MSFT
$NVDA
$GOOG
$MS
$NLYSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$26.5M104,504 sh - 83.7#15
Quality
$15.7M42,401 sh - 90.2#1
Quality
$12.4M71,027 sh RBB FD INC - F/M US TREASURY
—Quality
$11.9M238,775 sh- 80.2
Quality
$10.6M36,896 sh - 74.6
Quality
$10.2M49,002 sh ISHARES TR - 0-3 MNTH TREASRY
—Quality
$9.5M94,763 shBONDBLOXX ETF TRUST - BLOOMBERG SIX MN
—Quality
$6.6M130,295 shBONDBLOXX ETF TRUST - BBB RATED 1 5 YE
—Quality
$6.2M121,143 sh- 67.0
Quality
$5.6M5,638 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $26.5M | 104,504 |
| MICROSOFT CORP$MSFT | 83.7#15 | $15.7M | 42,401 |
| NVIDIA CORP$NVDA | 90.2#1 | $12.4M | 71,027 |
| RBB FD INC - F/M US TREASURY | — | $11.9M | 238,775 |
| Alphabet Inc.$GOOG | 80.2 | $10.6M | 36,896 |
 AMAZON COM INC$AMZN | 74.6 | $10.2M | 49,002 |
| ISHARES TR - 0-3 MNTH TREASRY | — | $9.5M | 94,763 |
| BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | — | $6.6M | 130,295 |
| BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | — | $6.2M | 121,143 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $5.6M | 5,638 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Strait & Sound Wealth Management LLC's 172 positions.
Showing top 10 of 172 holdings.
Sector Allocation
Other
$94.4M
Technology
$83.1M
Financials
$25.1M
Consumer Discretionary
$23.5M
Industrials
$9.7M
Healthcare
$8.6M
Energy
$4.9M
Real Estate
$4.8M
Full Holdings — Strait & Sound Wealth Management LLC (Q1 2026)
All 172 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $26.5M | 10.1% | -10% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $15.7M | 6.0% | +16% | 83.7 |
| 3 | $NVDA | NVIDIA CORP | $12.4M | 4.7% | -2% | 90.2 |
| 4 | — | RBB FD INC - F/M US TREASURY | $11.9M | 4.5% | +8% | — |
| 5 | $GOOG | Alphabet Inc. | $10.6M | 4.0% | +2% | 80.2 |
| 6 | $AMZN | AMAZON COM INC | $10.2M | 3.9% | +2% | 74.6 |
| 7 | — | ISHARES TR - 0-3 MNTH TREASRY | $9.5M | 3.6% | -3% | — |
| 8 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $6.6M | 2.5% | -4% | — |
| 9 | — | BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | $6.2M | 2.4% | +11% | — |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $5.6M | 2.1% | +0% | 67 |
| 11 | — | BONDBLOXX ETF TRUST - CCC RT USD HI YL | $4.5M | 1.7% | +15% | — |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.2M | 1.6% | -4% | — |
| 13 |  $V | VISA INC. | $3.9M | 1.5% | -8% | 83.5 |
| 14 |  $META | Meta Platforms, Inc. | $3.7M | 1.4% | +7% | 80.9 |
| 15 |  $SA | SEABRIDGE GOLD INC | $3.6M | 1.4% | -2% | — |
| 16 | — | BONDBLOXX ETF TRUST - BLOOMBERG ONE YR | $3.6M | 1.4% | -8% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 1.3% | -0% | 64.5 |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 1.3% | -1% | — |
| 19 |  $WMT | Walmart Inc. | $3.2M | 1.2% | +0% | 63.2 |
| 20 | — | BONDBLOXX ETF TRUST - JP MORGAN USD EM | $3.1M | 1.2% | +14% | — |
| 21 |  $HD | HOME DEPOT, INC. | $2.9M | 1.1% | +2% | 69.2 |
| 22 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $2.8M | — | NEW | — |
| 23 |  $JPM | JPMORGAN CHASE & CO | $2.7M | 1.0% | +0% | 35.6 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 1.0% | +1% | 72.8 |
| 25 |  $TSLA | Tesla, Inc. | $2.3M | 0.9% | -2% | 50.1 |
| 26 | — | BONDBLOXX ETF TRUST - BLOOMBERG TWO YR | $2.2M | 0.9% | +3% | — |
| 27 |  $ABBV | AbbVie Inc. | $2.2M | 0.8% | -0% | 59.3 |
| 28 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $2.2M | 0.8% | +10% | — |
| 29 |  $ORCL | ORACLE CORP | $2.2M | 0.8% | +28% | 67.2 |
| 30 |  $PLTR | Palantir Technologies Inc. | $2.1M | 0.8% | +23% | 85.8 |
| 31 |  $RTX | RTX Corp | $2.1M | 0.8% | +1% | 70 |
| 32 |  $IVZ | Invesco Ltd. | $2.1M | 0.8% | -9% | — |
| 33 |  $AVGO | Broadcom Inc. | $2.0M | 0.8% | +0% | 86.4 |
| 34 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | $2.0M | 0.8% | +12% | — |
| 35 |  $GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.8% | +0% | — |
| 36 | — | BONDBLOXX ETF TRUST - B RT USD HI YLD | $1.9M | 0.7% | +10% | — |
| 37 |  $AMGN | AMGEN INC | $1.9M | 0.7% | -1% | 79.5 |
| 38 | — | BONDBLOXX ETF TRUST - BLOOMBERG THREE | $1.8M | 0.7% | +6% | — |
| 39 |  $MA | Mastercard Inc | $1.8M | 0.7% | -0% | 81.7 |
| 40 |  $AMD | ADVANCED MICRO DEVICES INC | $1.7M | 0.7% | -4% | 78.8 |
| 41 | — | ISHARES TR - S&P 100 ETF | $1.7M | 0.6% | +3% | — |
| 42 | $IVZ | Invesco Ltd. | $1.6M | 0.6% | -0% | — |
| 43 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.6% | +1% | 66.7 |
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT ENERGY INCOME | $1.6M | 0.6% | -1% | — |
| 45 | $MS | MORGAN STANLEY | $1.5M | 0.6% | +1% | — |
| 46 | $NLY | ANNALY CAPITAL MANAGEMENT INC | $1.4M | 0.5% | +9% | — |
| 47 |  $ABR | ARBOR REALTY TRUST INC | $1.4M | 0.5% | NEW | — |
| 48 | — | ISHARES U S ETF TR - IT RT HDG HGYL | $1.3M | 0.5% | +9% | — |
| 49 | — | ISHARES TR - CHINA LG-CAP ETF | $1.3M | 0.5% | +4% | — |
| 50 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.3M | 0.5% | -2% | — |
| 51 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.5% | +1% | 61.8 |
| 52 |  $CVX | CHEVRON CORP | $1.3M | 0.5% | +1% | 54.7 |
| 53 |  $ARR | Armour Residential REIT, Inc. | $1.2M | 0.5% | NEW | — |
| 54 | — | ISHARES TR - MSCI USA QLT FCT | $1.2M | 0.4% | +17% | — |
| 55 |  $SHEL | Shell plc | $1.2M | 0.4% | +1% | — |
| 56 | — | ISHARES TR - MSCI USA MIN VOL | $1.1M | 0.4% | +1% | — |
| 57 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.1M | 0.4% | +13% | — |
| 58 |  $WT | WisdomTree, Inc. | $1.1M | 0.4% | +0% | 62.9 |
| 59 |  $DOV | DOVER Corp | $1.0M | 0.4% | +0% | 63.1 |
| 60 | — | ISHARES INC - MSCI JAPAN ETF | $971,398 | 0.4% | -0% | — |
| 61 | — | VANECK ETF TRUST - GOLD MINERS ETF | $970,835 | 0.4% | +6% | — |
| 62 | — | ISHARES TR - SELECT DIVID ETF | $964,633 | 0.4% | -4% | — |
| 63 | — | SPDR SERIES TRUST - STATE STREET SPD | $961,853 | 0.4% | +16% | — |
| 64 | — | VANECK ETF TRUST - IG FLOATING RATE | $952,613 | 0.4% | -0% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $943,425 | 0.4% | +0% | 72.9 |
| 66 |  $GOOGL | Alphabet Inc. | $926,593 | 0.3% | +0% | 80.2 |
| 67 | $WT | WisdomTree, Inc. | $916,592 | 0.3% | +4% | 62.9 |
| 68 |  $VLO | VALERO ENERGY CORP/TX | $900,607 | 0.3% | +0% | 51.4 |
| 69 |  $AAAU | Goldman Sachs Physical Gold ETF | $892,021 | 0.3% | +4% | — |
| 70 |  $BA | BOEING CO | $841,051 | 0.3% | +8% | 51.8 |
| 71 | — | ISHARES TR - SELECT DIVID ETF | $832,755 | — | NEW | — |
| 72 |  $IRM | IRON MOUNTAIN INC | $830,976 | 0.3% | +0% | 50.7 |
| 73 |  $LLY | ELI LILLY & Co | $806,482 | 0.3% | +0% | 89.3 |
| 74 | — | ISHARES TR - EXPND TEC SC ETF | $788,921 | 0.3% | +1% | — |
| 75 | — | SELECT SECTOR SPDR TR - STATE STREET ENE | $781,065 | 0.3% | +13% | — |
| 76 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $759,404 | 0.3% | -1% | — |
| 77 |  $SBUX | STARBUCKS CORP | $735,633 | 0.3% | -3% | 54.6 |
| 78 | — | SELECT SECTOR SPDR TR - STATE STREET UTI | $716,994 | 0.3% | +5% | — |
| 79 | — | ISHARES TR - MSCI INDIA ETF | $673,559 | 0.3% | +5% | — |
| 80 |  $LMT | LOCKHEED MARTIN CORP | $643,071 | 0.3% | -2% | 65 |
| 81 | — | ISHARES TR - MSCI EURO FL ETF | $620,644 | 0.2% | +3% | — |
| 82 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $617,436 | 0.2% | +14% | — |
| 83 |  $MCD | MCDONALDS CORP | $614,432 | 0.2% | -2% | 73.9 |
| 84 |  $CEF | Sprott Physical Gold & Silver Trust | $611,866 | 0.2% | +30% | — |
| 85 | — | INVESTMENT MANAGERS SER TR I - ASTORIA REAL | $605,784 | 0.2% | -2% | — |
| 86 | — | GLOBAL X FDS - DAX GERMANY ETF | $600,358 | 0.2% | +2% | — |
| 87 |  $GLD | SPDR GOLD TRUST | $580,031 | 0.2% | +4% | — |
| 88 |  $UPS | UNITED PARCEL SERVICE INC | $577,195 | 0.2% | -2% | 58.2 |
| 89 | — | VANGUARD WORLD FD - INF TECH ETF | $571,545 | 0.2% | +6% | — |
| 90 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $542,016 | 0.2% | -5% | — |
| 91 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $531,576 | 0.2% | +2% | 75.1 |
| 92 | — | ISHARES TR - CORE S&P TTL STK | $530,880 | 0.2% | -14% | — |
| 93 |  $PANW | Palo Alto Networks Inc | $528,094 | 0.2% | -16% | 66.5 |
| 94 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $524,160 | 0.2% | +1% | — |
| 95 | — | EATON VANCE TAX-MANAGED DIVE - COM | $518,859 | 0.2% | +0% | — |
| 96 | $ORCLPUT | ORACLE CORP | $514,885 | — | NEW | 67.2 |
| 97 |  $CRM | Salesforce, Inc. | $508,612 | 0.2% | -24% | 75.2 |
| 98 |  $NFLX | NETFLIX INC | $486,134 | 0.2% | +32% | 86.7 |
| 99 |  $NEE | NEXTERA ENERGY INC | $482,039 | 0.2% | +0% | 71.7 |
| 100 |  $QCOM | QUALCOMM INC/DE | $479,706 | 0.2% | -4% | 81.9 |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $464,919 | 0.2% | +0% | 72.3 |
| 102 | $GOOGPUT | Alphabet Inc. | $431,340 | — | NEW | 80.2 |
| 103 |  $TXN | TEXAS INSTRUMENTS INC | $428,855 | 0.2% | -2% | 70.4 |
| 104 |  $CRWV | CoreWeave, Inc. | $425,233 | 0.2% | +8% | 46.5 |
| 105 |  $ETN | Eaton Corp plc | $419,547 | 0.2% | +0% | — |
| 106 | — | PROSHARES TR - S&P 500 DV ARIST | $419,058 | 0.2% | NEW | — |
| 107 | $MSFTPUT | MICROSOFT CORP | $407,187 | — | NEW | 83.7 |
| 108 | — | ETF SER SOLUTIONS - AAM S&P 500 | $386,649 | 0.1% | +1% | — |
| 109 |  $KO | COCA COLA CO | $386,334 | 0.1% | +0% | 74 |
| 110 | $NFLXPUT | NETFLIX INC | $384,600 | — | NEW | 86.7 |
| 111 | — | ISHARES TR - CORE S&P500 ETF | $382,128 | 0.1% | -2% | — |
| 112 |  $PM | Philip Morris International Inc. | $373,338 | 0.1% | -10% | 80.5 |
| 113 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $372,575 | 0.1% | +0% | — |
| 114 | $AMDPUT | ADVANCED MICRO DEVICES INC | $366,174 | — | NEW | 78.8 |
| 115 | — | ISHARES TR - TRS FLT RT BD | $355,929 | 0.1% | +2% | — |
| 116 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $355,778 | 0.1% | -1% | — |
| 117 |  $AEHR | AEHR TEST SYSTEMS | $348,552 | 0.1% | NEW | 16.3 |
| 118 |  $AXP | AMERICAN EXPRESS CO | $343,920 | 0.1% | +0% | 73.2 |
| 119 |  $GLW | CORNING INC /NY | $343,324 | 0.1% | +0% | 72.7 |
| 120 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $338,229 | 0.1% | +57% | — |
| 121 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $334,791 | 0.1% | +6% | — |
| 122 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $322,624 | 0.1% | +0% | — |
| 123 |  $UBER | Uber Technologies, Inc | $316,276 | 0.1% | +5% | 79.3 |
| 124 | — | SELECT SECTOR SPDR TR - STATE STREET CON | $313,163 | 0.1% | NEW | — |
| 125 |  $VRSK | Verisk Analytics, Inc. | $313,088 | 0.1% | +0% | 77.3 |
| 126 |  $PHYS | Sprott Physical Gold Trust | $311,376 | 0.1% | +0% | — |
| 127 |  $PSX | Phillips 66 | $306,062 | 0.1% | -1% | 47.6 |
| 128 | — | ISHARES TR - GLOBAL 100 ETF | $300,973 | 0.1% | +17% | — |
| 129 |  $MRK | Merck & Co., Inc. | $291,583 | 0.1% | +0% | 70.9 |
| 130 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $287,723 | 0.1% | NEW | — |
| 131 | — | VANGUARD WORLD FD - ENERGY ETF | $286,381 | 0.1% | -8% | — |
| 132 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | $282,689 | 0.1% | NEW | — |
| 133 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $281,624 | 0.1% | +6% | — |
| 134 |  $ADSK | Autodesk, Inc. | $281,534 | 0.1% | -1% | 76.4 |
| 135 |  $MO | ALTRIA GROUP, INC. | $273,463 | 0.1% | +0% | 72.1 |
| 136 |  $AEE | AMEREN CORP | $269,744 | 0.1% | +0% | 63.5 |
| 137 |  $EMR | EMERSON ELECTRIC CO | $266,133 | 0.1% | +0% | 65.9 |
| 138 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $253,457 | 0.1% | +0% | 65.3 |
| 139 |  $SLV | iShares Silver Trust | $250,551 | 0.1% | +10% | — |
| 140 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | $249,518 | 0.1% | NEW | — |
| 141 |  $UNH | UNITEDHEALTH GROUP INC | $248,401 | 0.1% | NEW | 66.8 |
| 142 |  $CRCL | Circle Internet Group, Inc. | $248,161 | 0.1% | NEW | 44.8 |
| 143 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $247,805 | 0.1% | -19% | — |
| 144 | — | NUVEEN CALIF AMT FREE MUNI I - COM | $234,644 | 0.1% | -5% | — |
| 145 |  $KR | KROGER CO | $233,940 | 0.1% | +0% | 51.1 |
| 146 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $229,275 | 0.1% | -11% | — |
| 147 | — | SERIES PORTFOLIOS TR - ELDRIDGE AAA CLO | $228,161 | 0.1% | -40% | — |
| 148 |  $MTB | M&T BANK CORP | $225,325 | 0.1% | -16% | 64.1 |
| 149 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $223,270 | 0.1% | +0% | — |
| 150 | — | KRANESHARES TRUST - HANG SENG TECH | $220,906 | 0.1% | -40% | — |
| 151 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $219,201 | 0.1% | -14% | — |
| 152 | — | ISHARES TR - IBONDS DEC 2032 | $219,077 | 0.1% | NEW | — |
| 153 |  $AWK | American Water Works Company, Inc. | $218,016 | 0.1% | +0% | 61.7 |
| 154 |  $AFL | AFLAC INC | $216,967 | 0.1% | +7% | 60.3 |
| 155 |  $MU | MICRON TECHNOLOGY INC | $213,853 | 0.1% | -61% | 88.4 |
| 156 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $213,556 | 0.1% | +0% | 71.2 |
| 157 | — | ISHARES TR - IBOXX HI YD ETF | $212,266 | 0.1% | +0% | — |
| 158 |  $NKE | NIKE, Inc. | $207,794 | 0.1% | -5% | 53.4 |
| 159 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $207,195 | 0.1% | +0% | — |
| 160 | $AMZNPUT | AMAZON COM INC | $187,443 | — | NEW | 74.6 |
| 161 |  $WULF | TERAWULF INC. | $172,439 | 0.1% | -5% | 25.2 |
| 162 | $GLDPUT | SPDR GOLD TRUST | $172,116 | — | NEW | — |
| 163 | — | EATON VANCE TAX-MANAGED GLOB - COM | $148,952 | 0.1% | +0% | — |
| 164 | $QCOMPUT | QUALCOMM INC/DE | $115,902 | — | NEW | 81.9 |
| 165 | $METAPUT | Meta Platforms, Inc. | $114,426 | — | NEW | 80.9 |
| 166 | $AAPLPUT | Apple Inc. | $101,516 | — | NEW | 76.1 |
| 167 | — | DIREXION SHARES ETF TRUST - DAILY S&P 500 BE | $99,500 | 0.0% | NEW | — |
| 168 |  $OSS | ONE STOP SYSTEMS, INC. | $83,603 | 0.0% | NEW | 19.5 |
| 169 | $SLVPUT | iShares Silver Trust | $81,768 | — | NEW | — |
| 170 |  $FSI | FLEXIBLE SOLUTIONS INTERNATIONAL INC | $76,838 | 0.0% | +21% | 31.9 |
| 171 | $TSMPUT | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $67,590 | — | NEW | — |
| 172 | $AMZNCALL | AMAZON COM INC | $41,654 | — | NEW | 74.6 |
New Positions (28)
$ABR ARBOR REALTY TRUST INC$1.4M$ARR Armour Residential REIT, Inc.$1.2M$ORCLPUT ORACLE CORP$514,885$GOOGPUT Alphabet Inc.$431,340$MSFTPUT MICROSOFT CORP$407,187$NFLXPUT NETFLIX INC$384,600$AMDPUT ADVANCED MICRO DEVICES INC$366,174$AEHR AEHR TEST SYSTEMS$348,552
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