Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strait & Sound Wealth Management LLC (CIK 1966210) reported $268.6M across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($26.6M, 9.91%), MSFT ($16.1M, 6.00%), NVDA ($12.4M, 4.61%), TBIL ($11.9M, 4.43%), GOOGL ($11.0M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.6M | 9.91% | 104,904 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $16.1M | 6.00% | 43,501 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $12.4M | 4.61% | 71,027 | Trimmed |
| 4 | TBIL | RBB FD INC | $11.9M | 4.43% | 238,775 | Added |
| 5 | GOOGL | ALPHABET INC | $11.0M | 4.11% | 38,396 | Added |
| 6 | AMZN | AMAZON COM INC | $10.4M | 3.88% | 50,102 | Added |
| 7 | SGOV | ISHARES TR | $9.5M | 3.55% | 94,763 | Trimmed |
| 8 | XHLF | BONDBLOXX ETF TRUST | $6.6M | 2.44% | 130,295 | Trimmed |
| 9 | BBBS | BONDBLOXX ETF TRUST | $6.2M | 2.31% | 121,143 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $5.6M | 2.09% | 5,638 | Added |
| 11 | XCCC | BONDBLOXX ETF TRUST | $4.5M | 1.66% | 122,674 | Added |
| 12 | QQQ | INVESCO QQQ TR | $4.2M | 1.58% | 7,336 | Trimmed |
| 13 | V | VISA INC | $3.9M | 1.45% | 12,928 | Trimmed |
| 14 | DIA | STATE STR SPDR DOW JONES IND | $3.9M | 1.44% | 8,346 | Added |
| 15 | META | META PLATFORMS INC | $3.8M | 1.43% | 6,697 | Added |
| 16 | XONE | BONDBLOXX ETF TRUST | $3.6M | 1.35% | 73,030 | Trimmed |
| 17 | SA | SEABRIDGE GOLD INC | $3.6M | 1.35% | 128,044 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.26% | 7,089 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 1.23% | 5,077 | Trimmed |
| 20 | WMT | WALMART INC | $3.2M | 1.18% | 25,443 | Added |
| 21 | XEMD | BONDBLOXX ETF TRUST | $3.1M | 1.15% | 70,189 | Added |
| 22 | HD | HOME DEPOT INC | $2.9M | 1.09% | 8,918 | Added |
| 23 | ORCL | ORACLE CORP | $2.7M | 1.00% | 18,243 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $2.7M | 0.99% | 9,081 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $2.6M | 0.98% | 10,716 | Added |
Source: SEC Form 13F filings · as of 2026-03-31