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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 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 536,365.0 $365.8M 56.73% NEW $681.92 +9.5%
2 IVV ISHARES TR 290,366.0 $198.9M 30.85% NEW $684.94 +9.5%
3 AAPL APPLE INC Technology 60,417.0 $16.4M 2.55% NEW $271.86 +9.6%
4 VOO VANGUARD INDEX FDS 22,685.0 $14.2M 2.21% NEW $627.13 +9.7%
5 VV VANGUARD INDEX FDS 25,019.0 $7.9M 1.22% NEW $314.80 +9.6%
6 EA SERIES TRUST 100,695.0 $5.5M 0.86% NEW $55.11
7 QQQ INVESCO QQQ TR Financial Services 7,679.0 $4.7M 0.73% NEW $614.28 +20.6%
8 ESGV VANGUARD WORLD FD 38,609.0 $4.7M 0.72% NEW $120.96 +9.4%
9 RSP INVESCO EXCHANGE TRADED FD 13,819.0 $2.6M 0.41% NEW $191.56 +9.6%
10 SHDG ADVISOR MANAGED PORTFOLIOS 61,100.0 $2.0M 0.31% NEW $32.30 +1.2%
11 AAEQ EA SERIES TRUST 37,001.0 $1.8M 0.28% NEW $49.33 +8.0%
12 MSFT MICROSOFT CORP Technology 2,820.0 $1.4M 0.21% NEW $483.62 -21.5%
13 MOAT VANECK ETF TRUST 11,615.0 $1.2M 0.19% NEW $103.56 -1.4%
14 IWB ISHARES TR 3,183.0 $1.2M 0.18% NEW $373.44 +9.4%
15 GS GOLDMAN SACHS GROUP INC Financial Services 1,250.0 $1.1M 0.17% NEW $879.00 +24.8%
16 SCHD SCHWAB STRATEGIC TR 37,032.0 $1.0M 0.16% NEW $27.43 +16.2%
17 ITOT ISHARES TR 6,604.0 $982K 0.15% NEW $148.69 +10.2%
18 QUAL ISHARES TR 4,636.0 $921K 0.14% NEW $198.64 +8.7%
19 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,850.0 $889K 0.14% NEW $480.57 +7.3%
20 OEF ISHARES TR 2,560.0 $878K 0.14% NEW $342.97 +7.5%
Page 1 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%