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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLDM WORLD GOLD TR Financial Services 2,667.0 $247K 0.03% $92.69 -10.0%
42 XLV SELECT SECTOR SPDR TR 1,660.0 $243K 0.03% -701.0 -29.7% $146.61 +1.9%
43 VCR VANGUARD WORLD FD 656.0 $236K 0.03% -255.0 -28.0% $359.03 +9.8%
44 VUG VANGUARD INDEX FDS 521.0 $228K 0.03% -315.0 -37.7% $436.79 -80.1%
45 BIL SPDR SERIES TRUST 2,464.0 $226K 0.03% $91.63 -0.1%
46 IETC ISHARES U S ETF TR 2,415.0 $213K 0.03% NEW $88.37 +23.7%
47 AMGN AMGEN INC Healthcare 600.0 $211K 0.03% NEW $351.85 -4.1%
Page 3 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%