Soundwatch Capital LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 93.9% | $401,625,105 |
| Technology | 5.3% | $22,728,935 |
| Financial Services | 0.3% | $1,264,212 |
| Healthcare | 0.2% | $886,020 |
| Consumer Cyclical | 0.1% | $533,881 |
| Industrials | 0.1% | $331,658 |
| Consumer Defensive | 0.1% | $289,995 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +7,291 | 15,057 | $11,087,974 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −22,981 | 521,090 | $389,134,379 | |
| NVDA | Nvidia Corp | −11,041 | 12,062 | $2,413,485 | |
| AAPL | Apple Inc. | −549 | 59,868 | $17,323,404 | |
| AMZN | Amazon Com Inc | −360 | 2,240 | $533,881 | |
| MSFT | Microsoft Corp | −85 | 2,228 | $831,088 | |
| UNH | Unitedhealth Group Inc | −17 | 1,609 | $668,748 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | −14 | 2,450 | $224,518 | |
| AMAT | Applied Materials Inc /De | −10 | 1,703 | $1,231,269 | |
| COST | Costco Wholesale Corp /New | −5 | 310 | $289,995 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 521,090 | $389,134,379 | 90.99% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 59,868 | $17,323,404 | 4.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 15,057 | $11,087,974 | 2.59% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,062 | $2,413,485 | 0.56% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 1,250 | $1,264,212 | 0.30% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,703 | $1,231,269 | 0.29% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,850 | $966,421 | 0.23% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,228 | $831,088 | 0.19% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,609 | $668,748 | 0.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,240 | $533,881 | 0.12% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,620 | $482,873 | 0.11% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,200 | $446,816 | 0.10% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 651 | $331,658 | 0.08% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 310 | $289,995 | 0.07% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Reduced | 2,450 | $224,518 | 0.05% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 600 | $217,272 | 0.05% | |
| GLDM |
World Gold Trust
|
Held | 2,667 | $211,813 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.