Strait & Sound Wealth Management LLC Portfolio Holdings

Strait & Sound Wealth Management LLC

  • $261 Billion
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.9M
$97.6 Million 0.04% of portfolio
10,128
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $261 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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