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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
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 2,313.0 $856K 0.11% -507.0 -18.0% $370.17 +2.5%
22 OEF ISHARES TR 2,560.0 $814K 0.10% $318.07 +15.9%
23 SCHG SCHWAB STRATEGIC TR 25,342.0 $738K 0.09% +159.0 +0.6% $29.13 +16.4%
24 AMAT APPLIED MATLS INC Technology 1,713.0 $585K 0.07% $341.79 +80.6%
25 HELO J P MORGAN EXCHANGE TRADED F 9,041.0 $578K 0.07% NEW $63.91 +6.3%
26 VGT VANGUARD WORLD FD 801.0 $559K 0.07% -237.0 -22.8% $697.72 -82.8%
27 AMZN AMAZON COM INC Consumer Cyclical 2,600.0 $542K 0.07% $208.27 +17.3%
28 JEPQ J P MORGAN EXCHANGE TRADED F 9,244.0 $513K 0.07% NEW $55.52 +10.5%
29 DGRO ISHARES TR 7,171.0 $503K 0.06% +1K +16.5% $70.18 +6.6%
30 UNH UNITEDHEALTH GROUP INC Healthcare 1,626.0 $440K 0.06% -16.0 -1.0% $270.59 +48.2%
31 CSM PROSHARES TR 5,796.0 $434K 0.06% $74.82 +14.5%
32 COWZ PACER FDS TR 5,949.0 $372K 0.05% -2K -22.6% $62.56 -1.2%
33 GPIX GOLDMAN SACHS ETF TR 6,861.0 $343K 0.04% NEW $50.04 +10.9%
34 PRF INVESCO EXCHANGE TRADED FD T 6,855.0 $326K 0.04% $47.53 +13.3%
35 TXN TEXAS INSTRS INC Technology 1,620.0 $315K 0.04% $194.14 +66.3%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 315.0 $314K 0.04% -27.0 -7.9% $996.43 -4.5%
37 SMOT VANECK ETF TRUST 7,839.0 $276K 0.04% +85.0 +1.1% $35.19 +9.2%
38 QQQM INVESCO EXCH TRADED FD TR II 1,140.0 $271K 0.03% +347.0 +43.8% $237.53 +28.2%
39 IJR ISHARES TR 2,119.0 $263K 0.03% -26.0 -1.2% $124.31 +15.2%
40 IYW ISHARES TR 1,378.0 $250K 0.03% -480.0 -25.8% $181.43 +39.8%
Page 2 of 3  ·  47 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 94.1%
Technology 5.5%
Healthcare 0.2%
Consumer Cyclical 0.1%
Consumer Defensive 0.1%