InvestInfoAI
Strait & Sound Wealth Management LLC

Q1 2026 · 13F-HR

Strait & Sound Wealth Management LLCholdings as filed

Filed 2026-05-18 · accession 0001966210-26-000002

$268.6M
Reported value
172
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Strait & Sound Wealth Management LLC · Q1 2026

AI · grounded in 13F

Strait & Sound Wealth Management LLC reported no holdings for the period ending March 31, 2026. The fund added no new positions and reduced no existing ones. Total assets under management are $0.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$26.5M9.87%104,504CommonNONE
594918104MSFTMICROSOFT CORP$15.7M5.84%42,401CommonNONE
67066G104NVDANVIDIA CORPORATION$12.4M4.61%71,027CommonNONE
74933W452TBILRBB FD INC$11.9M4.43%238,775CommonNONE
02079K305GOOGLALPHABET INC$10.6M3.95%36,896CommonNONE
023135106AMZNAMAZON COM INC$10.2M3.80%49,002CommonNONE
46436E718SGOVISHARES TR$9.5M3.55%94,763CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$6.6M2.44%130,295CommonNONE
09789C754BBBSBONDBLOXX ETF TRUST$6.2M2.31%121,143CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.6M2.09%5,638CommonNONE
09789C887XCCCBONDBLOXX ETF TRUST$4.5M1.66%122,674CommonNONE
46090E103QQQINVESCO QQQ TR$4.2M1.58%7,336CommonNONE
92826C839VVISA INC$3.9M1.45%12,928CommonNONE
30303M102METAMETA PLATFORMS INC$3.7M1.38%6,497CommonNONE
811916105SASEABRIDGE GOLD INC$3.6M1.35%128,044CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$3.6M1.35%73,030CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.26%7,089CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$3.3M1.23%5,077CommonNONE
931142103WMTWALMART INC$3.2M1.18%25,443CommonNONE
09789C879XEMDBONDBLOXX ETF TRUST$3.1M1.15%70,189CommonNONE
437076102HDHOME DEPOT INC$2.9M1.09%8,918CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$2.8M1.03%6,000PUTNONE
46625H100JPMJPMORGAN CHASE & CO$2.7M0.99%9,081CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M0.98%10,716CommonNONE
88160R101TSLATESLA INC$2.3M0.86%6,207CommonNONE
09789C853XTWOBONDBLOXX ETF TRUST$2.2M0.84%45,557CommonNONE
00287Y109ABBVABBVIE INC$2.2M0.83%10,259CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$2.2M0.81%93,983CommonNONE
68389X105ORCLORACLE CORP$2.2M0.81%14,743CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.1M0.78%14,292CommonNONE
75513E101RTXRTX CORPORATION$2.1M0.77%10,753CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$2.1M0.77%41,226CommonNONE
11135F101AVGOBROADCOM INC$2.0M0.76%6,576CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$2.0M0.76%93,557CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.0M0.73%2,324CommonNONE
09789C804XBBONDBLOXX ETF TRUST$1.9M0.71%49,265CommonNONE
031162100AMGNAMGEN INC$1.9M0.69%5,275CommonNONE
09789C846XTREBONDBLOXX ETF TRUST$1.8M0.69%37,334CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.68%3,677CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.7M0.64%8,481CommonNONE
464287101OEFISHARES TR$1.7M0.62%5,263CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.6M0.61%14,699CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.60%6,692CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$1.6M0.58%69,699CommonNONE
617446448MSMORGAN STANLEY$1.5M0.57%9,237CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.4M0.52%66,261CommonNONE
038923108ABRARBOR REALTY TRUST INC$1.4M0.51%179,258CommonNONE
46431W606HYGHISHARES U S ETF TR$1.3M0.50%15,768CommonNONE
464287184FXIISHARES TR$1.3M0.50%37,151CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.47%2,913CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.47%7,493CommonNONE
166764100CVXCHEVRON CORPORATION$1.3M0.47%6,082CommonNONE
042315705ARRARMOUR RESIDENTIAL REIT INC$1.2M0.46%73,352CommonNONE
46432F339QUALISHARES TR$1.2M0.43%6,054CommonNONE
780259305SHELSHELL PLC$1.2M0.43%12,468CommonNONE
46429B697USMVISHARES TR$1.1M0.42%12,108CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$1.1M0.40%2,346CommonNONE
97717X669DGRWWISDOMTREE TR$1.1M0.40%12,107CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.0M0.38%7,450CommonNONE
46434G822EWJISHARES INC$971,3980.36%11,504CommonNONE
92189F106GDXVANECK ETF TRUST$970,8350.36%10,579CommonNONE
464287168DVYISHARES TR$964,6330.36%6,371CommonNONE
78468R663BILSPDR SERIES TRUST$961,8530.36%10,496CommonNONE
92189F486FLTRVANECK ETF TRUST$952,6130.35%37,387CommonNONE
742718109PGPROCTER & GAMBLE CO$943,4250.35%6,532CommonNONE
02079K107GOOGALPHABET INC$926,5930.34%3,230CommonNONE
97717W851DXJWISDOMTREE TR$916,5920.34%5,780CommonNONE
91913Y100VLOVALERO ENERGY CORP$900,6070.34%3,645CommonNONE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$892,0210.33%19,312CommonNONE
097023105BABOEING CO$841,0510.31%4,226CommonNONE
464287168DVYISHARES TR$832,7550.31%5,500PUTNONE
46284V101IRMIRON MTN INC DEL$830,9760.31%8,136CommonNONE
532457108LLYELI LILLY & CO$806,4820.30%877CommonNONE
464287549IGMISHARES TR$788,9210.29%6,657CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$781,0650.29%12,750CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$759,4040.28%5,714CommonNONE
855244109SBUXSTARBUCKS CORP$735,6330.27%8,211CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$716,9940.27%15,624CommonNONE
46429B598INDAISHARES TR$673,5590.25%14,380CommonNONE
539830109LMTLOCKHEED MARTIN CORP$643,0710.24%1,064CommonNONE
464289180EUFNISHARES TR$620,6440.23%17,809CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$617,4360.23%4,211CommonNONE
580135101MCDMCDONALDS CORP$614,4320.23%1,977CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$611,8660.23%12,822CommonNONE
46141T117PPIINVESTMENT MANAGERS SER TR I$605,7840.23%29,126CommonNONE
37954Y491DAXGLOBAL X FDS$600,3580.22%14,240CommonNONE
78463V107GLDSPDR GOLD TR$580,0310.22%1,348CommonNONE
911312106UPSUNITED PARCEL SVCS INC$577,1950.21%5,867CommonNONE
92204A702VGTVANGUARD WORLD FD$571,5450.21%819CommonNONE
922908363VOOVANGUARD INDEX FDS$542,0160.20%907CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$531,5760.20%688CommonNONE
464287150ITOTISHARES TR$530,8800.20%3,727CommonNONE
697435105PANWPALO ALTO NETWORKS INC$528,0940.20%3,294CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$524,1600.20%1,551CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$518,8590.19%37,626CommonNONE
68389X105ORCLORACLE CORP$514,8850.19%3,500PUTNONE
79466L302CRMSALESFORCE INC$508,6120.19%2,725CommonNONE
64110L106NFLXNETFLIX INC.$486,1340.18%5,056CommonNONE
65339F101NEENEXTERA ENERGY INC$482,0390.18%5,190CommonNONE
747525103QCOMQUALCOMM INC$479,7060.18%3,725CommonNONE
17275R102CSCOCISCO SYS INC$464,9190.17%5,992CommonNONE
02079K305GOOGLALPHABET INC$431,3400.16%1,500PUTNONE
882508104TXNTEXAS INSTRS INC$428,8550.16%2,209CommonNONE
21873S108CRWVCOREWEAVE INC$425,2330.16%5,489CommonNONE
G29183103ETNEATON CORP PLC$419,5470.16%1,173CommonNONE
74348A467NOBLPROSHARES TR$419,0580.16%3,953CommonNONE
594918104MSFTMICROSOFT CORP$407,1870.15%1,100PUTNONE
26922A594SPDVETF SER SOLUTIONS$386,6490.14%10,386CommonNONE
191216100KOCOCA COLA CO$386,3340.14%5,080CommonNONE
64110L106NFLXNETFLIX INC.$384,6000.14%4,000PUTNONE
464287200IVVISHARES TR$382,1280.14%585CommonNONE
718172109PMPHILIP MORRIS INTL INC$373,3380.14%2,258CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$372,5750.14%1,732CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$366,1740.14%1,800PUTNONE
46434V860TFLOISHARES TR$355,9290.13%7,030CommonNONE
922908769VTIVANGUARD INDEX FDS$355,7780.13%1,109CommonNONE
00760J108AEHRAEHR TEST SYS$348,5520.13%9,400CommonNONE
025816109AXPAMERICAN EXPRESS CO$343,9200.13%1,137CommonNONE
219350105GLWCORNING INC$343,3240.13%2,525CommonNONE
921937835BNDVANGUARD BD INDEX FDS$338,2290.13%4,593CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$334,7910.12%6,030CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$322,6240.12%5,969CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$316,2760.12%4,397CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$313,1630.12%3,820CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$313,0880.12%1,650CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$311,3760.12%8,786CommonNONE
718546104PSXPHILLIPS 66$306,0620.11%1,680CommonNONE
464287572IOOISHARES TR$300,9730.11%2,488CommonNONE
58933Y105MRKMERCK & CO INC$291,5830.11%2,424CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$287,7230.11%5,988CommonNONE
92204A306VDEVANGUARD WORLD FD$286,3810.11%1,655CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$282,6890.11%11,021CommonNONE
72201R833MINTPIMCO ETF TR$281,6240.10%2,800CommonNONE
052769106ADSKAUTODESK INC$281,5340.10%1,176CommonNONE
02209S103MOALTRIA GROUP INC$273,4630.10%4,144CommonNONE
023608102AEEAMEREN CORP$269,7440.10%2,454CommonNONE
291011104EMREMERSON ELEC CO$266,1330.10%2,031CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$253,4570.09%2,716CommonNONE
46428Q109SLVISHARES SILVER TR$250,5510.09%3,677CommonNONE
09789C838XFIVBONDBLOXX ETF TRUST$249,5180.09%5,076CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$248,4010.09%918CommonNONE
172573107CRCLCIRCLE INTERNET GROUP INC$248,1610.09%2,601CommonNONE
09789C812XTENBONDBLOXX ETF TRUST$247,8050.09%5,404CommonNONE
670651108XNCMXNUVEEN CALIF AMT FREE MUNI I$234,6440.09%19,718CommonNONE
501044101KRKROGER CO$233,9400.09%3,233CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$229,2750.09%3,835CommonNONE
81752T486CLOXSERIES PORTFOLIOS TR$228,1610.08%8,923CommonNONE
55261F104MTBM & T BK CORP$225,3250.08%1,090CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$223,2700.08%1,508CommonNONE
500767579KTECKRANESHARES TRUST$220,9060.08%16,101CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$219,2010.08%3,421CommonNONE
46436E296IBTMISHARES TR$219,0770.08%9,554CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$218,0160.08%1,602CommonNONE
001055102AFLAFLAC INC$216,9670.08%1,978CommonNONE
595112103MUMICRON TECHNOLOGY INC$213,8530.08%633CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$213,5560.08%1,491CommonNONE
464288513HYGISHARES TR$212,2660.08%2,668CommonNONE
654106103NKENIKE INC$207,7940.08%3,934CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$207,1950.08%3,510CommonNONE
023135106AMZNAMAZON COM INC$187,4430.07%900PUTNONE
88080T104WULFTERAWULF INC$172,4390.06%11,950CommonNONE
78463V107GLDSPDR GOLD TR$172,1160.06%400PUTNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$148,9520.06%17,200CommonNONE
747525103QCOMQUALCOMM INC$115,9020.04%900PUTNONE
30303M102METAMETA PLATFORMS INC$114,4260.04%200PUTNONE
037833100AAPLAPPLE INC$101,5160.04%400PUTNONE
25460E869SPDNDIREXION SHARES ETF TRUST$99,5000.04%10,000CommonNONE
68247W109OSSONE STOP SYS INC$83,6030.03%11,044CommonNONE
46428Q109SLVISHARES SILVER TR$81,7680.03%1,200PUTNONE
33938T104FSIFLEXIBLE SOLUTIONS INTL INC$76,8380.03%14,228CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$67,5900.03%200PUTNONE
023135106AMZNAMAZON COM INC$41,6540.02%200CALLNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.