Soundwatch Capital LLC - Portfolio Stock Holdings

Soundwatch Capital LLC disclosed 53 stock positions in a recent SEC 13F filing. $901,045,050 of stock holdings were filed, with the largest holdings including IVV, SPY, and ESGV. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

We estimate the fund has a total AUM of $1,020,965,076 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.