CIK 1966210
Strait & Sound Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
149
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 149
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 116K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 37K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 72K | $1M+ | SH |
| GOOGL | ALPHABET INC | 36K | $1M+ | SH |
| AMZN | AMAZON COM INC | 48K | $1M+ | SH |
| TBIL | RBB FD INC | 222K | $1M+ | SH |
| SGOV | ISHARES TR | 98K | $1M+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 136K | $1M+ | SH |
| BBBS | BONDBLOXX ETF TRUST | 109K | $1M+ | SH |
| V | VISA INC | 14K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| XCCC | BONDBLOXX ETF TRUST | 107K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| XONE | BONDBLOXX ETF TRUST | 79K | $1M+ | SH |
| SA | SEABRIDGE GOLD INC | 130K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| WMT | WALMART INC | 25K | $1M+ | SH |
| XEMD | BONDBLOXX ETF TRUST | 62K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 45K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| ORCL | ORACLE CORP | 12K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| XTWO | BONDBLOXX ETF TRUST | 44K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 12K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 86K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| RTX | RTX CORPORATION | 11K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 9K | $1M+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 84K | $1M+ | SH |
| XB | BONDBLOXX ETF TRUST | 45K | $1M+ | SH |
| OEF | ISHARES TR | 5K | $1M+ | SH |
| XTRE | BONDBLOXX ETF TRUST | 35K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 15K | $1M+ | SH |
| AMGN | AMGEN INC | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 9K | $1M+ | SH |
| EXAS | EXACT SCIENCES CORP | 15K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 70K | $1M+ | SH |
| FXI | ISHARES TR | 36K | $1M+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 61K | $1M+ | SH |
| HYGH | ISHARES U S ETF TR | 14K | $1M+ | SH |
| USMV | ISHARES TR | 12K | $1M+ | SH |