account_balance
Investment manager · 13F filer · SEC CIK 1966210
Strait & Sound Wealth Management LLC
Reported value$284Mas of Jun 30, 2026
Positions163 9 new, 3 sold out
Top 10 weight43.2%AAPL alone is 10%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.6%Trimmed −10%
MSFTMicrosoft Corp
5.6%
NVDANVIDIA Corp
4.9%Trimmed −3%
GOOGLAlphabet Inc.
4.4%Trimmed −6%
TBILRBB Fd Inc
4.3%Added +2%
AMZNAmazon.com Inc
4.1%
SGOViShares Tr
3.6%Added +8%
XHLFBondbloxx ETF Trust
2.5%Added +8%
BBBSBondbloxx ETF Trust
2.5%Added +14%
COSTCostco Wholesale Corp
1.9%
XCCCBondbloxx ETF Trust
1.8%+12%
QQQInvesco QQQ Tr
1.7%−10%
AAPLApple Inc.
9.6%Trimmed −10%
MSFTMicrosoft Corp
5.6%
NVDANVIDIA Corp
4.9%Trimmed −3%
GOOGLAlphabet Inc.
4.4%Trimmed −6%
TBILRBB Fd Inc
4.3%Added +2%
AMZNAmazon.com Inc
4.1%
SGOViShares Tr
3.6%
XHLFBondbloxx ETF Trust
2.5%
BBBSBondbloxx ETF Trust
2.5%
XCCC1.8%
QQQ1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.6% Trimmed −10%MSFT Microsoft Corp 5.6% HeldNVDA NVIDIA Corp 4.9% Trimmed −3%GOOGL Alphabet Inc. 4.4% Trimmed −6%
TBIL RBB Fd Inc 4.3% Added +2%
AMZN Amazon.com Inc 4.1% HeldSGOV iShares Tr 3.6% Added +8%
XHLF Bondbloxx ETF Trust 2.5% Added +8%
BBBS Bondbloxx ETF Trust 2.5% Added +14%
COST Costco Wholesale Corp 1.9% HeldXCCC Bondbloxx ETF Trust 1.8% Added +12%
QQQ Invesco QQQ Tr 1.7% Trimmed −10%
What changed
Biggest moves since Mar 31, 2026
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