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 101–149 of 149
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 597 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| CLOX | SERIES PORTFOLIOS TR | 15K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC | 2K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 5K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| SPDV | ETF SER SOLUTIONS | 10K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 5K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 1K | $100K–$500K | SH |
| TFLO | ISHARES TR | 7K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| XTEN | BONDBLOXX ETF TRUST | 7K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 9K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | 21K | $100K–$500K | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| AEE | AMEREN CORP | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 3K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 395 | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 1K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 3K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |
| CRH | CRH PLC | 2K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| KR | KROGER CO | 3K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 17K | $100K–$500K | SH |
| WULF | TERAWULF INC | 13K | $100K–$500K | SH |
| FSI | FLEXIBLE SOLUTIONS INTL INC | 12K | $50K–$100K | SH |