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Portfolio (Quarterly) Guide ↗

Soundwatch Capital LLC

· CIK 0001803253
13F Portfolio $793M AUM 47 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 14 Added 13 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 16,683.0 $946K 0.12% NEW $56.68 -1.0%
2 HELO J P MORGAN EXCHANGE TRADED F 9,041.0 $578K 0.07% NEW $63.91 +6.3%
3 JEPQ J P MORGAN EXCHANGE TRADED F 9,244.0 $513K 0.07% NEW $55.52 +10.5%
4 GPIX GOLDMAN SACHS ETF TR 6,861.0 $343K 0.04% NEW $50.04 +10.9%
5 IETC ISHARES U S ETF TR 2,415.0 $213K 0.03% NEW $88.37 +23.7%
6 AMGN AMGEN INC Healthcare 600.0 $211K 0.03% NEW $351.85 -4.1%

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
Financial Services 94.1%
Technology 5.5%
Healthcare 0.2%
Consumer Cyclical 0.1%
Consumer Defensive 0.1%