BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Strait & Sound Wealth Management LLC

· CIK 0001966210
13F Portfolio $269M AUM 149 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 60 Added 56 Reduced
Page 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 2,013.0 $615K 0.23% $305.63 -7.0%
82 VOO VANGUARD INDEX FDS 952.0 $597K 0.22% +45.0 +5.0% $627.15 +8.9%
83 UPS UNITED PARCEL SERVICE INC Industrials 5,999.0 $595K 0.22% -920.0 -13.3% $99.19 -0.3%
84 VLO VALERO ENERGY CORP Energy 3,638.0 $592K 0.22% -48.0 -1.3% $162.79 +55.9%
85 VGT VANGUARD WORLD FD 771.0 $581K 0.22% -237.0 -23.5% $753.93 -84.8%
86 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 37,565.0 $576K 0.21% +251.0 +0.7% $15.34 -3.4%
87 XLV SELECT SECTOR SPDR TR 3,688.0 $571K 0.21% -864.0 -19.0% $154.82 -4.3%
88 PPI INVESTMENT MANAGERS SER TR I 29,800.0 $555K 0.21% +2K +5.7% $18.63 +16.8%
89 LMT LOCKHEED MARTIN CORP Industrials 1,086.0 $525K 0.20% -111.0 -9.3% $483.67 +8.1%
90 REGN REGENERON PHARMACEUTICALS Healthcare 674.0 $520K 0.19% +46.0 +7.3% $771.87 -15.8%
91 GLD SPDR GOLD TR Financial Services 1,297.0 $514K 0.19% $396.31 +5.2%
92 XLE SELECT SECTOR SPDR TR 11,293.0 $505K 0.19% +3K +40.8% $44.71 +32.3%
93 MU MICRON TECHNOLOGY INC Technology 1,633.0 $466K 0.17% $285.41 +167.0%
94 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,533.0 $466K 0.17% +86.0 +5.9% $303.89 +32.2%
95 CSCO CISCO SYS INC Technology 5,992.0 $462K 0.17% -56.0 -0.9% $77.03 +53.4%
96 CEF SPROTT ASSET MANAGEMENT LP Financial Services 9,827.0 $450K 0.17% +2K +34.1% $45.80 +4.7%
97 HODL VANECK BITCOIN ETF 17,320.0 $428K 0.16% NEW $24.73 -11.2%
98 KTEC KRANESHARES TRUST 26,991.0 $423K 0.16% -10K -26.3% $15.66 -14.0%
99 AXP AMERICAN EXPRESS CO Financial Services 1,137.0 $421K 0.16% +30.0 +2.7% $369.95 -16.3%
100 NEE NEXTERA ENERGY INC Utilities 5,190.0 $417K 0.15% $80.28 +11.7%
Page 5 of 8  ·  149 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
Technology 45.1%
Financial Services 15.7%
Consumer Cyclical 10.7%
Communication Services 9.6%
Consumer Defensive 5.8%
Healthcare 4.7%
Industrials 3.0%
Basic Materials 2.3%
Energy 2.0%
Real Estate 0.6%