Strait & Sound Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.9B, Microsoft Corp with a value of $18.6B, Nvidia Corp with a value of $13.7B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $11.9B, and Ishares Trishares 0 3 Mnth Tre with a value of $11.5B.
Examining the 13F form we can see an increase of $25.2B in the current position value, from $235B to 261B.
Strait & Sound Wealth Management LLC is based out at San Francisco, CA
Below you can find more details about Strait & Sound Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$261 Billion
Technology: $74.4 Billion
ETFs: $65.4 Billion
Financial Services: $19 Billion
Consumer Cyclical: $18.2 Billion
Communication Services: $14.3 Billion
Consumer Defensive: $10.8 Billion
Healthcare: $8.34 Billion
Industrials: $4.87 Billion
Other: $11.2 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
