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Portfolio (Quarterly) Guide ↗

Soundwatch Capital LLC

· CIK 0001803253
13F Portfolio $645M AUM 48 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 25,183.0 $821K 0.13% NEW $32.62 +3.9%
22 VGT VANGUARD WORLD FD 1,038.0 $782K 0.12% NEW $753.78 -84.1%
23 AMZN AMAZON COM INC Consumer Cyclical 2,600.0 $600K 0.09% NEW $230.82 +5.9%
24 NVDA NVIDIA CORPORATION Technology 3,103.0 $579K 0.09% NEW $186.50 +13.0%
25 UNH UNITEDHEALTH GROUP INC Healthcare 1,642.0 $542K 0.08% NEW $330.11 +21.5%
26 COWZ PACER FDS TR 7,686.0 $462K 0.07% NEW $60.17 +2.7%
27 CSM PROSHARES TR 5,796.0 $462K 0.07% NEW $79.68 +7.5%
28 AMAT APPLIED MATLS INC Technology 1,713.0 $440K 0.07% NEW $256.99 +140.1%
29 DGRO ISHARES TR 6,155.0 $427K 0.07% NEW $69.42 +7.8%
30 VUG VANGUARD INDEX FDS 836.0 $408K 0.06% NEW $487.86 -82.2%
31 IYW ISHARES TR 1,858.0 $371K 0.06% NEW $199.68 +27.0%
32 XLV SELECT SECTOR SPDR TR 2,361.0 $365K 0.06% NEW $154.80 -3.5%
33 VCR VANGUARD WORLD FD 911.0 $359K 0.06% NEW $393.92 +0.1%
34 XLF SELECT SECTOR SPDR TR 6,351.0 $348K 0.05% NEW $54.77 -2.2%
35 PRF INVESCO EXCHANGE TRADED FD 6,855.0 $322K 0.05% NEW $46.92 +14.8%
36 SMH VANECK ETF TRUST 876.0 $315K 0.05% NEW $359.98 +83.3%
37 VB VANGUARD INDEX FDS 1,148.0 $296K 0.05% NEW $257.95 +14.9%
38 COST COSTCO WHSL CORP NEW Consumer Defensive 342.0 $295K 0.05% NEW $862.34 +10.3%
39 TXN TEXAS INSTRS INC Technology 1,620.0 $281K 0.04% NEW $173.49 +86.1%
40 SMOT VANECK ETF TRUST 7,754.0 $281K 0.04% NEW $36.20 +6.1%
Page 2 of 3  ·  48 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
Financial Services 94.8%
Technology 4.9%
Consumer Cyclical 0.2%
Consumer Defensive 0.1%
Healthcare 0.1%