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Strait & Sound Wealth Management LLC

Q2 2026 13F filing

Updated 23 days ago

177 disclosed positions worth $285.2M

Portfolio value
$285.2M
Total holdings
177
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-18

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$27.2M
Shares
94.1K
% Port
9.54%
M

MICROSOFT CORP

Value
$15.9M
Shares
42.6K
% Port
5.57%
N

NVIDIA CORPORATION

Value
$13.8M
Shares
69.2K
% Port
4.85%
G

ALPHABET INC

Value
$12.4M
Shares
34.7K
% Port
4.35%
A

RBB FD INC

Value
$12.2M
Shares
244.0K
% Port
4.27%
A

AMAZON COM INC

Value
$11.6M
Shares
48.8K
% Port
4.08%
E

ISHARES TR

Value
$10.3M
Shares
102.3K
% Port
3.61%
C

BONDBLOXX ETF TRUST

Value
$7.1M
Shares
140.2K
% Port
2.47%
?
9.N/A

BONDBLOXX ETF TRUST

Value
$7M
Shares
137.9K
% Port
2.47%
C
10.COST

COSTCO WHOLESALE CORPORATION

Value
$5.4M
Shares
5.7K
% Port
1.88%
?
11.N/A

BONDBLOXX ETF TRUST

Value
$5M
Shares
137.2K
% Port
1.76%
Q
12.QQQ

INVESCO QQQ TR

Value
$4.9M
Shares
6.6K
% Port
1.71%
V
13.V

VISA INC

Value
$4.3M
Shares
12.5K
% Port
1.51%
A
14.AMD

ADVANCED MICRO DEVICES INC

Value
$4M
Shares
6.9K
% Port
1.42%
S
15.SPY

STATE STR SPDR S&P 500 ETF T

Value
$3.7M
Shares
5.0K
% Port
1.30%
?
16.N/A

BONDBLOXX ETF TRUST

Value
$3.5M
Shares
71.9K
% Port
1.24%
B

BERKSHIRE HATHAWAY INC DEL

Value
$3.5M
Shares
7.0K
% Port
1.23%
M
18.META

META PLATFORMS INC

Value
$3.4M
Shares
6.1K
% Port
1.20%
?
19.N/A

BONDBLOXX ETF TRUST

Value
$3.4M
Shares
75.5K
% Port
1.19%
S
20.SA

SEABRIDGE GOLD INC

Value
$3.4M
Shares
130.3K
% Port
1.18%
H
21.HD

HOME DEPOT INC

Value
$3.1M
Shares
8.8K
% Port
1.08%
W
22.WMT

WALMART INC

Value
$2.9M
Shares
25.3K
% Port
1.00%
J

JPMORGAN CHASE & CO

Value
$2.7M
Shares
8.3K
% Port
0.96%
T
24.TSLA

TESLA INC

Value
$2.7M
Shares
6.5K
% Port
0.96%
A
25.ABBV

ABBVIE INC

Value
$2.6M
Shares
10.2K
% Port
0.90%
J
26.J

INVESCO EXCH TRD SLF IDX FD

Value
$2.5M
Shares
110.8K
% Port
0.89%
J
27.JNJ

JOHNSON & JOHNSON

Value
$2.5M
Shares
9.7K
% Port
0.87%
?
28.N/A

BONDBLOXX ETF TRUST

Value
$2.4M
Shares
49.7K
% Port
0.85%
?
29.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$2.4M
Shares
109.8K
% Port
0.84%
I
30.IVZ

INVESCO EXCH TRADED FD TR II

Value
$2.4M
Shares
14.6K
% Port
0.83%
?
31.N/A

BONDBLOXX ETF TRUST

Value
$2.3M
Shares
58.0K
% Port
0.80%
I
32.IVZ

INVESCO ACTIVELY MANAGED EXC

Value
$2.2M
Shares
44.6K
% Port
0.78%
G

GOLDMAN SACHS GROUP INC

Value
$2.2M
Shares
2.2K
% Port
0.78%
A
34.AVGO

BROADCOM INC

Value
$2.2M
Shares
5.8K
% Port
0.76%
O

ORACLE CORP

Value
$2.1M
Shares
14.6K
% Port
0.75%
?
36.N/A

BONDBLOXX ETF TRUST

Value
$2.1M
Shares
43.0K
% Port
0.74%
R
37.RTX

RTX CORPORATION

Value
$2M
Shares
10.7K
% Port
0.71%
E
38.ETHA

ISHARES TR

Value
$1.9M
Shares
5.3K
% Port
0.67%
A
39.AMGN

AMGEN INC

Value
$1.9M
Shares
5.3K
% Port
0.67%
M

MORGAN STANLEY

Value
$1.9M
Shares
9.0K
% Port
0.66%
M
41.MA

MASTERCARD INCORPORATED

Value
$1.9M
Shares
3.6K
% Port
0.65%
I
42.IBM

INTERNATIONAL BUSINESS MACHS

Value
$1.8M
Shares
6.6K
% Port
0.65%
P
43.PLTR

PALANTIR TECHNOLOGIES INC

Value
$1.8M
Shares
15.7K
% Port
0.64%
S

SPDR SERIES TRUST

Value
$1.7M
Shares
18.5K
% Port
0.59%
N

ANNALY CAPITAL MANAGEMENT IN

Value
$1.6M
Shares
71.8K
% Port
0.56%
?
46.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$1.5M
Shares
69.5K
% Port
0.53%
V
47.VGES

VANGUARD INDEX FDS

Value
$1.5M
Shares
17.5K
% Port
0.53%
A

ARMOUR RESIDENTIAL REIT INC

Value
$1.4M
Shares
83.0K
% Port
0.51%
E
49.ETHA

ISHARES U S ETF TR

Value
$1.4M
Shares
16.1K
% Port
0.49%
E
50.ETHA

ISHARES TR

Value
$1.4M
Shares
6.3K
% Port
0.49%