Strait & Sound Wealth Management LLC
Top Portfolio Positions
90 positions ·
$175,246,556 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
104,904 | $26,623,586 | 15.19% | |
| MSFT |
Microsoft Corp
Technology
|
43,501 | $16,102,765 | 9.19% | |
| NVDA |
Nvidia Corp
Technology
|
71,027 | $12,387,108 | 7.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,396 | $11,041,153 | 6.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,102 | $10,434,743 | 5.95% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,638 | $5,617,872 | 3.21% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,336 | $4,234,192 | 2.42% | |
| V |
Visa Inc.
Financial Services
|
12,928 | $3,907,358 | 2.23% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
8,346 | $3,865,783 | 2.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,697 | $3,831,554 | 2.19% |
Portfolio Trend
14 quarters · across all stocks
Holdings in ARR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,223,511 | 73,352 | Shares | Sole | 2026-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||