Strait & Sound Wealth Management LLC: 13F holdings
CIK 19662102026Q2
| Positions | 163 |
|---|
| Reported value | $285.2m |
|---|
| Filed | 2026-08-18 |
|---|
Change since last quarter
| Positions | 163 (+6 vs prior quarter) |
|---|
| Reported value | $285.2m (+6.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 94,055 | $27.2m | 9.5% |
| MSFT MICROSOFT CORP | 42,617 | $15.9m | 5.6% |
| NVDA NVIDIA CORPORATION | 69,184 | $13.8m | 4.9% |
| GOOGL ALPHABET INC | 34,724 | $12.4m | 4.4% |
| TBIL RBB FD INC | 243,992 | $12.2m | 4.3% |
| AMZN AMAZON COM INC | 48,820 | $11.6m | 4.1% |
| SGOV ISHARES TR | 102,350 | $10.3m | 3.6% |
| XHLF BONDBLOXX ETF TRUST | 140,248 | $7.1m | 2.5% |
| BONDBLOXX ETF TRUST | 137,857 | $7.0m | 2.5% |
| COST COSTCO WHOLESALE CORPORATION | 5,732 | $5.4m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1966210")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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