Strait & Sound Wealth Management LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 268,596
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/18/2026 | 172 | 268,596 | 13F-HR | Strait & Sound Wealth Management LLC |
| Q4 2025 | 2/4/2026 | 149 | 268,714 | 13F-HR | Strait & Sound Wealth Management LLC |
| Q3 2025 | 10/21/2025 | 148 | 260,613 | 13F-HR | Strait & Sound Wealth Management LLC |
| Q2 2025 | 7/31/2025 | 145 | 235,415 | 13F-HR | Strait & Sound Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.598 K
(2.5% of total reported value)
· QoQ Δ:
+6.598 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 178 K | 70.1% | 0 | 66.16 K | -66.16 K |
| ETFs | 75.72 K | 29.8% | 61.3 K | 0 | 61.3 K |
| Debt | 219 | 0.1% | 219 | 0 | 219 |
| Other | 0 | 0.0% | 0 | 2.748 K | -2.748 K |
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Fund Snapshot
Q1 2026
Latest filed
5/18/2026
Total value ($000)
268,596
Holdings
172
QoQ value change ($000)
-118
(-0.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.