Strait & Sound Wealth Management LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9B, Microsoft Corp with a value of $17.9B, Ishares Trishares 0 3 Mnth Tre with a value of $11.7B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $11.6B, and Nvidia Corp with a value of $11.5B.
Examining the 13F form we can see an increase of $20.2B in the current position value, from $215B to 235B.
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
$235 Billion
Technology: $62.6 Billion
ETFs: $61.3 Billion
Financial Services: $18.3 Billion
Consumer Cyclical: $18.1 Billion
Consumer Defensive: $11.2 Billion
Communication Services: $10.5 Billion
Healthcare: $6.9 Billion
Industrials: $4.87 Billion
Other: $9.19 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
