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 51–100 of 149
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 12K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 7K | $1M+ | SH |
| QUAL | ISHARES TR | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 38K | $500K+ | SH |
| CRM | SALESFORCE INC | 4K | $500K+ | SH |
| LLY | ELI LILLY & CO | 877 | $500K+ | SH |
| DVY | ISHARES TR | 7K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| EWJ | ISHARES INC | 12K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| SHEL | SHELL PLC | 12K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 10K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| IGM | ISHARES TR | 7K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 9K | $500K+ | SH |
| DXJ | WISDOMTREE TR | 6K | $500K+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 19K | $500K+ | SH |
| INDA | ISHARES TR | 14K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 8K | $500K+ | SH |
| IRM | IRON MTN INC DEL | 8K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| EUFN | ISHARES TR | 17K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| DAX | GLOBAL X FDS | 14K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 952 | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 771 | $500K+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 38K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| PPI | INVESTMENT MANAGERS SER TR I | 30K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 674 | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 10K | $100K–$500K | SH |
| HODL | VANECK BITCOIN ETF | 17K | $100K–$500K | SH |
| KTEC | KRANESHARES TRUST | 27K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |