Strait & Sound Wealth Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001966210 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 18, 2026

Total Value: $269M (100.0% shares, 0.0% debt)

Holdings (172)

AAPL APPLE INC 9.9%
Value $26.52M Shares 104,504 Est. Cost $182.74 Unrealized +43.8%
MSFT MICROSOFT CORP 5.8%
Value $15.7M Shares 42,401 Est. Cost $288.91 Unrealized +50.4%
NVDA NVIDIA CORPORATION 4.6%
Value $12.39M Shares 71,027 Est. Cost $97.92 Unrealized +90.6%
TBIL RBB FD INC 4.4%
Value $11.91M Shares 238,775 Est. Cost $49.96 Unrealized
GOOGL ALPHABET INC 4.0%
Value $10.61M Shares 36,896 Est. Cost $146.28 Unrealized +121.0%
AMZN AMAZON COM INC 3.8%
Value $10.21M Shares 49,002 Est. Cost $119.26 Unrealized +90.2%
SGOV ISHARES TR 3.6%
Value $9.539M Shares 94,763 Est. Cost $100.55 Unrealized
XHLF BONDBLOXX ETF TRUST 2.4%
Value $6.558M Shares 130,295 Est. Cost $50.27 Unrealized
BBBS BONDBLOXX ETF TRUST 2.3%
Value $6.196M Shares 121,143 Est. Cost $51.08 Unrealized
COST COSTCO WHOLESALE CORPORATION 2.1%
Value $5.618M Shares 5,638 Est. Cost $520.60 Unrealized +85.1%
XCCC BONDBLOXX ETF TRUST 1.7%
Value $4.465M Shares 122,674 Est. Cost $38.17 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value $4.234M Shares 7,336 Est. Cost $356.72 Unrealized
V VISA INC 1.5%
Value $3.907M Shares 12,928 Est. Cost $196.98 Unrealized +67.1%
META META PLATFORMS INC 1.4%
Value $3.717M Shares 6,497 Est. Cost $331.26 Unrealized +97.9%
SA SEABRIDGE GOLD INC 1.4%
Value $3.629M Shares 128,044 Est. Cost $12.40 Unrealized +163.5%
XONE BONDBLOXX ETF TRUST 1.3%
Value $3.616M Shares 73,030 Est. Cost $49.70 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value $3.397M Shares 7,089 Est. Cost $324.06 Unrealized +52.3%
SPY STATE STR SPDR S&P 500 ETF T 1.2%
Value $3.302M Shares 5,077 Est. Cost $415.57 Unrealized
WMT WALMART INC 1.2%
Value $3.162M Shares 25,443 Est. Cost $64.70 Unrealized +88.6%
XEMD BONDBLOXX ETF TRUST 1.1%
Value $3.085M Shares 70,189 Est. Cost $42.58 Unrealized
HD HOME DEPOT INC 1.1%
Value $2.933M Shares 8,918 Est. Cost $302.98 Unrealized +24.4%
DIA STATE STR SPDR DOW JONES IND 1.0%
Value $2.779M Shares 6,000 Est. Cost $405.75 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value $2.671M Shares 9,081 Est. Cost $130.56 Unrealized +138.5%
JNJ JOHNSON & JOHNSON 1.0%
Value $2.619M Shares 10,716 Est. Cost $154.77 Unrealized +47.2%
TSLA TESLA INC 0.9%
Value $2.307M Shares 6,207 Est. Cost $190.47 Unrealized +123.6%
XTWO BONDBLOXX ETF TRUST 0.8%
Value $2.246M Shares 45,557 Est. Cost $49.31 Unrealized
ABBV ABBVIE INC 0.8%
Value $2.231M Shares 10,259 Est. Cost $142.96 Unrealized +55.7%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.8%
Value $2.178M Shares 93,983 Est. Cost $23.27 Unrealized
ORCL ORACLE CORP 0.8%
Value $2.169M Shares 14,743 Est. Cost $147.61 Unrealized +14.9%
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value $2.091M Shares 14,292 Est. Cost $86.81 Unrealized +77.6%
RTX RTX CORPORATION 0.8%
Value $2.074M Shares 10,753 Est. Cost $113.76 Unrealized +72.8%
GSY INVESCO ACTIVELY MANAGED EXC 0.8%
Value $2.066M Shares 41,226 Est. Cost $50.10 Unrealized
AVGO BROADCOM INC 0.8%
Value $2.035M Shares 6,576 Est. Cost $151.72 Unrealized +120.3%
BSJS INVESCO EXCH TRD SLF IDX FD 0.8%
Value $2.029M Shares 93,557 Est. Cost $21.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value $1.966M Shares 2,324 Est. Cost $440.37 Unrealized +111.8%
XB BONDBLOXX ETF TRUST 0.7%
Value $1.919M Shares 49,265 Est. Cost $39.29 Unrealized
AMGN AMGEN INC 0.7%
Value $1.856M Shares 5,275 Est. Cost $260.90 Unrealized +34.0%
XTRE BONDBLOXX ETF TRUST 0.7%
Value $1.848M Shares 37,334 Est. Cost $49.26 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value $1.837M Shares 3,677 Est. Cost $338.30 Unrealized +59.3%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value $1.725M Shares 8,481 Est. Cost $86.59 Unrealized +156.0%
OEF ISHARES TR 0.6%
Value $1.674M Shares 5,263 Est. Cost $279.03 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.6%
Value $1.648M Shares 14,699 Est. Cost $92.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $1.622M Shares 6,692 Est. Cost $143.80 Unrealized +97.5%
EIPI FIRST TR EXCHNG TRADED FD VI 0.6%
Value $1.568M Shares 69,699 Est. Cost $19.36 Unrealized
MS MORGAN STANLEY 0.6%
Value $1.52M Shares 9,237 Est. Cost $102.29 Unrealized +75.7%
NLY ANNALY CAPITAL MANAGEMENT IN 0.5%
Value $1.401M Shares 66,261 Est. Cost $19.45 Unrealized
ABR ARBOR REALTY TRUST INC 0.5%
Value $1.382M Shares 179,258 Est. Cost $7.71 Unrealized
HYGH ISHARES U S ETF TR 0.5%
Value $1.35M Shares 15,768 Est. Cost $85.90 Unrealized
FXI ISHARES TR 0.5%
Value $1.334M Shares 37,151 Est. Cost $30.82 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value $1.272M Shares 2,913 Est. Cost $242.37 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $1.271M Shares 7,493 Est. Cost $110.07 Unrealized +26.1%
CVX CHEVRON CORPORATION 0.5%
Value $1.258M Shares 6,082 Est. Cost $151.70 Unrealized +13.3%
ARR ARMOUR RESIDENTIAL REIT INC 0.5%
Value $1.224M Shares 73,352 Est. Cost $16.68 Unrealized
QUAL ISHARES TR 0.4%
Value $1.161M Shares 6,054 Est. Cost $178.87 Unrealized
SHEL SHELL PLC 0.4%
Value $1.16M Shares 12,468 Est. Cost $73.76 Unrealized
USMV ISHARES TR 0.4%
Value $1.123M Shares 12,108 Est. Cost $92.68 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.4%
Value $1.087M Shares 2,346 Est. Cost $405.75 Unrealized
DGRW WISDOMTREE TR 0.4%
Value $1.063M Shares 12,107 Est. Cost $82.57 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value $1.03M Shares 7,450 Est. Cost $128.52 Unrealized
EWJ ISHARES INC 0.4%
Value $971K Shares 11,504 Est. Cost $69.24 Unrealized
GDX VANECK ETF TRUST 0.4%
Value $971K Shares 10,579 Est. Cost $40.94 Unrealized
DVY ISHARES TR 0.4%
Value $965K Shares 6,371 Est. Cost $121.67 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value $962K Shares 10,496 Est. Cost $91.76 Unrealized
FLTR VANECK ETF TRUST 0.4%
Value $953K Shares 37,387 Est. Cost $25.40 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value $943K Shares 6,532 Est. Cost $129.79 Unrealized +16.9%
GOOG ALPHABET INC 0.3%
Value $927K Shares 3,230 Est. Cost $109.06 Unrealized +196.8%
DXJ WISDOMTREE TR 0.3%
Value $917K Shares 5,780 Est. Cost $114.08 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value $901K Shares 3,645 Est. Cost $138.68 Unrealized +37.0%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.3%
Value $892K Shares 19,312 Est. Cost $32.40 Unrealized
BA BOEING CO 0.3%
Value $841K Shares 4,226 Est. Cost $175.59 Unrealized +35.9%
DVY ISHARES TR 0.3%
Value $833K Shares 5,500 Est. Cost $121.67 Unrealized
IRM IRON MTN INC DEL 0.3%
Value $831K Shares 8,136 Est. Cost $46.89 Unrealized +77.5%
LLY ELI LILLY & CO 0.3%
Value $806K Shares 877 Est. Cost $631.82 Unrealized +65.7%
IGM ISHARES TR 0.3%
Value $789K Shares 6,657 Est. Cost $98.51 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value $781K Shares 12,750 Est. Cost $73.62 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value $759K Shares 5,714 Est. Cost $162.05 Unrealized
SBUX STARBUCKS CORP 0.3%
Value $736K Shares 8,211 Est. Cost $83.27 Unrealized +12.4%
XLU SELECT SECTOR SPDR TR 0.3%
Value $717K Shares 15,624 Est. Cost $57.23 Unrealized
INDA ISHARES TR 0.3%
Value $674K Shares 14,380 Est. Cost $55.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $643K Shares 1,064 Est. Cost $421.75 Unrealized +42.5%
EUFN ISHARES TR 0.2%
Value $621K Shares 17,809 Est. Cost $29.35 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value $617K Shares 4,211 Est. Cost $137.86 Unrealized
MCD MCDONALDS CORP 0.2%
Value $614K Shares 1,977 Est. Cost $286.96 Unrealized +10.6%
CEF SPROTT ASSET MANAGEMENT LP 0.2%
Value $612K Shares 12,822 Est. Cost $37.27 Unrealized
PPI INVESTMENT MANAGERS SER TR I 0.2%
Value $606K Shares 29,126 Est. Cost $15.45 Unrealized
DAX GLOBAL X FDS 0.2%
Value $600K Shares 14,240 Est. Cost $39.80 Unrealized
GLD SPDR GOLD TR 0.2%
Value $580K Shares 1,348 Est. Cost $204.74 Unrealized
UPS UNITED PARCEL SVCS INC 0.2%
Value $577K Shares 5,867 Est. Cost $108.55 Unrealized +1.2%
VGT VANGUARD WORLD FD 0.2%
Value $572K Shares 819 Est. Cost $365.27 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $542K Shares 907 Est. Cost $407.79 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value $532K Shares 688 Est. Cost $568.90 Unrealized +35.2%
ITOT ISHARES TR 0.2%
Value $531K Shares 3,727 Est. Cost $135.04 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $528K Shares 3,294 Est. Cost $149.68 Unrealized +15.0%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $524K Shares 1,551 Est. Cost $182.96 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.2%
Value $519K Shares 37,626 Est. Cost $11.80 Unrealized
ORCL ORACLE CORP 0.2%
Value $515K Shares 3,500 Est. Cost $147.61 Unrealized +14.9%
CRM SALESFORCE INC 0.2%
Value $509K Shares 2,725 Est. Cost $204.13 Unrealized +5.7%
NFLX NETFLIX INC. 0.2%
Value $486K Shares 5,056 Est. Cost $102.75 Unrealized -18.4%
NEE NEXTERA ENERGY INC 0.2%
Value $482K Shares 5,190 Est. Cost $73.75 Unrealized +18.2%
QCOM QUALCOMM INC 0.2%
Value $480K Shares 3,725 Est. Cost $148.91 Unrealized +3.4%
CSCO CISCO SYS INC 0.2%
Value $465K Shares 5,992 Est. Cost $46.22 Unrealized +68.6%
GOOGL ALPHABET INC 0.2%
Value $431K Shares 1,500 Est. Cost $146.28 Unrealized +121.0%
TXN TEXAS INSTRS INC 0.2%
Value $429K Shares 2,209 Est. Cost $162.79 Unrealized +26.7%
CRWV COREWEAVE INC 0.2%
Value $425K Shares 5,489 Est. Cost $95.73 Unrealized -4.4%
ETN EATON CORP PLC 0.2%
Value $420K Shares 1,173 Est. Cost $153.75 Unrealized +130.0%
NOBL PROSHARES TR 0.2%
Value $419K Shares 3,953 Est. Cost $106.01 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $407K Shares 1,100 Est. Cost $288.91 Unrealized +50.4%
SPDV ETF SER SOLUTIONS 0.1%
Value $387K Shares 10,386 Est. Cost $30.55 Unrealized
KO COCA COLA CO 0.1%
Value $386K Shares 5,080 Est. Cost $54.93 Unrealized +36.1%
NFLX NETFLIX INC. 0.1%
Value $385K Shares 4,000 Est. Cost $102.75 Unrealized -18.4%
IVV ISHARES TR 0.1%
Value $382K Shares 585 Est. Cost $549.48 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $373K Shares 2,258 Est. Cost $109.90 Unrealized +60.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $373K Shares 1,732 Est. Cost $155.71 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $366K Shares 1,800 Est. Cost $86.59 Unrealized +156.0%
TFLO ISHARES TR 0.1%
Value $356K Shares 7,030 Est. Cost $50.62 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $356K Shares 1,109 Est. Cost $208.55 Unrealized
AEHR AEHR TEST SYS 0.1%
Value $349K Shares 9,400 Est. Cost $28.06 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $344K Shares 1,137 Est. Cost $149.30 Unrealized +138.6%
GLW CORNING INC 0.1%
Value $343K Shares 2,525 Est. Cost $64.97 Unrealized +71.9%
BND VANGUARD BD INDEX FDS 0.1%
Value $338K Shares 4,593 Est. Cost $72.71 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $335K Shares 6,030 Est. Cost $57.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $323K Shares 5,969 Est. Cost $44.77 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $316K Shares 4,397 Est. Cost $72.82 Unrealized +8.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value $313K Shares 3,820 Est. Cost $81.98 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value $313K Shares 1,650 Est. Cost $173.44 Unrealized +17.5%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value $311K Shares 8,786 Est. Cost $24.06 Unrealized
PSX PHILLIPS 66 0.1%
Value $306K Shares 1,680 Est. Cost $104.99 Unrealized +40.1%
IOO ISHARES TR 0.1%
Value $301K Shares 2,488 Est. Cost $75.41 Unrealized
MRK MERCK & CO INC 0.1%
Value $292K Shares 2,424 Est. Cost $94.34 Unrealized +21.1%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $288K Shares 5,988 Est. Cost $48.05 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value $286K Shares 1,655 Est. Cost $122.76 Unrealized
CLOZ SERIES PORTFOLIOS TR 0.1%
Value $283K Shares 11,021 Est. Cost $25.65 Unrealized
MINT PIMCO ETF TR 0.1%
Value $282K Shares 2,800 Est. Cost $99.77 Unrealized
ADSK AUTODESK INC 0.1%
Value $282K Shares 1,176 Est. Cost $207.83 Unrealized +22.1%
MO ALTRIA GROUP INC 0.1%
Value $273K Shares 4,144 Est. Cost $39.89 Unrealized +58.0%
AEE AMEREN CORP 0.1%
Value $270K Shares 2,454 Est. Cost $76.20 Unrealized +37.3%
EMR EMERSON ELEC CO 0.1%
Value $266K Shares 2,031 Est. Cost $91.16 Unrealized +62.9%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $253K Shares 2,716 Est. Cost $74.13 Unrealized +27.9%
SLV ISHARES SILVER TR 0.1%
Value $251K Shares 3,677 Est. Cost $64.75 Unrealized
XFIV BONDBLOXX ETF TRUST 0.1%
Value $250K Shares 5,076 Est. Cost $49.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $248K Shares 918 Est. Cost $308.69 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC 0.1%
Value $248K Shares 2,601 Est. Cost $69.72 Unrealized 0.0%
XTEN BONDBLOXX ETF TRUST 0.1%
Value $248K Shares 5,404 Est. Cost $45.28 Unrealized
NUVEEN CALIF AMT FREE MUNI I 0.1%
Value $235K Shares 19,718 Est. Cost $12.25 Unrealized
KR KROGER CO 0.1%
Value $234K Shares 3,233 Est. Cost $42.86 Unrealized +50.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $229K Shares 3,835 Est. Cost $59.52 Unrealized
CLOX SERIES PORTFOLIOS TR 0.1%
Value $228K Shares 8,923 Est. Cost $25.54 Unrealized
MTB M & T BK CORP 0.1%
Value $225K Shares 1,090 Est. Cost $120.47 Unrealized +83.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $223K Shares 1,508 Est. Cost $111.52 Unrealized
KTEC KRANESHARES TRUST 0.1%
Value $221K Shares 16,101 Est. Cost $16.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $219K Shares 3,421 Est. Cost $57.01 Unrealized
IBTM ISHARES TR 0.1%
Value $219K Shares 9,554 Est. Cost $22.93 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $218K Shares 1,602 Est. Cost $134.93 Unrealized -4.5%
AFL AFLAC INC 0.1%
Value $217K Shares 1,978 Est. Cost $104.68 Unrealized +6.2%
MU MICRON TECHNOLOGY INC 0.1%
Value $214K Shares 633 Est. Cost $103.98 Unrealized +272.2%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $214K Shares 1,491 Est. Cost $135.64 Unrealized +15.6%
HYG ISHARES TR 0.1%
Value $212K Shares 2,668 Est. Cost $76.88 Unrealized
NKE NIKE INC 0.1%
Value $208K Shares 3,934 Est. Cost $94.14 Unrealized -32.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value $207K Shares 3,510 Est. Cost $53.86 Unrealized
AMZN AMAZON COM INC 0.1%
Value $187K Shares 900 Est. Cost $119.26 Unrealized +90.2%
WULF TERAWULF INC 0.1%
Value $172K Shares 11,950 Est. Cost $3.42 Unrealized +327.0%
GLD SPDR GOLD TR 0.1%
Value $172K Shares 400 Est. Cost $204.74 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value $149K Shares 17,200 Est. Cost $7.90 Unrealized
QCOM QUALCOMM INC 0.0%
Value $116K Shares 900 Est. Cost $148.91 Unrealized +3.4%
META META PLATFORMS INC 0.0%
Value $114K Shares 200 Est. Cost $331.26 Unrealized +97.9%
AAPL APPLE INC 0.0%
Value $102K Shares 400 Est. Cost $182.74 Unrealized +43.8%
SPDN DIREXION SHARES ETF TRUST 0.0%
Value $99,500 Shares 10,000 Est. Cost $9.95 Unrealized
OSS ONE STOP SYS INC 0.0%
Value $83,603 Shares 11,044 Est. Cost $9.48 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value $81,768 Shares 1,200 Est. Cost $64.75 Unrealized
FSI FLEXIBLE SOLUTIONS INTL INC 0.0%
Value $76,838 Shares 14,228 Est. Cost $4.88 Unrealized +22.1%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $67,590 Shares 200 Est. Cost $182.96 Unrealized
AMZN AMAZON COM INC 0.0%
Value $41,654 Shares 200 Est. Cost $119.26 Unrealized +90.2%