Strait & Sound Wealth Management LLC - Portfolio Stock Holdings
Strait & Sound Wealth Management LLC disclosed 165 stock positions in a recent SEC 13F filing. $283,221,000 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and NVDA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $333,725,811 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
165Est. Stock Holding Value:
$283,221,000Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strait & Sound Wealth Management LLC
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Portfolio Options Holdings - Strait & Sound Wealth Management LLC
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