1y return+14.1%S&P 500 +20.9%
3y return+47.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $183 against $195 in the S&P 500.2
Strait & Sound Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $27.2M | 9.6% | −10.0% |
| MSFTMicrosoft Corp | $15.9M | 5.6% | |
| NVDANvidia Corporation | $13.8M | 4.9% | −2.6% |
| GOOGLAlphabet Inc | $12.4M | 4.4% | −5.9% |
| TBILRbb Fd Inc | $12.2M | 4.3% | +2.2% |
| AMZNAmazon Com Inc | $11.6M | 4.1% | |
| SGOVIshares Tr | $10.3M | 3.6% | +8.0% |
| XHLFBondbloxx Etf Trust | $7.1M | 2.5% | +7.6% |
| BBBSBondbloxx Etf Trust | $7.0M | 2.5% | +13.8% |
| COSTCostco Wholesale Corporation | $5.4M | 1.9% | +1.7% |
| XCCCBondbloxx Etf Trust | $5.0M | 1.8% | +11.9% |
| QQQInvesco Qqq Tr | $4.9M | 1.7% | −9.6% |
| VVisa Inc | $4.3M | 1.5% | −3.2% |
| AMDAdvanced Micro Devices Inc | $4.0M | 1.4% | −18.1% |
| SPYState Str Spdr S&p 500 Etf T | $3.7M | 1.3% | −2.2% |
| XONEBondbloxx Etf Trust | $3.5M | 1.2% | −1.6% |
| BRK/BBerkshire Hathaway Inc Del | $3.5M | 1.2% | −1.4% |
| METAMeta Platforms Inc | $3.4M | 1.2% | −6.5% |
| XEMDBondbloxx Etf Trust | $3.4M | 1.2% | +7.6% |
| SASeabridge Gold Inc | $3.4M | 1.2% | New |
| HDHome Depot Inc | $3.1M | 1.1% | −1.7% |
| WMTWalmart Inc | $2.9M | 1.0% | |
| JPMJpmorgan Chase & Co | $2.7M | 1.0% | −8.1% |
| TSLATesla Inc | $2.7M | 1.0% | +4.5% |
| ABBVAbbvie Inc | $2.6M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $13.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $4.0M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $3.4M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $2.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $12.4M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $2.7M |
| GSGoldman Sachs Group Inc | December 31, 2022 | +194.5% | $2.2M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $11.6M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $4.9M |
| MSMorgan Stanley | December 31, 2022 | +145.9% | $1.9M |
Sold off last quarter
- Seabridge Gold IncCUSIP 811916105 was $3.6M
- CRCLCircle Internet Group Inc was $248K
- KRKroger Co was $234K
- NKENike Inc was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | −4.5% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +10.8% | +8.3% |
| March 31, 2023 | +12.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strait & Sound Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1966210&type=13F-HR&dateb=&owner=include&count=40CIK 1966210
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1966210/000196621026000003/Filed August 18, 2026 · accession 0001966210-26-000003