Strait & Sound Wealth Management LLC - Portfolio overview

Strait & Sound Wealth Management LLC has 164 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 9.99%
2. MSFT - MICROSOFT CORP, 5.91%
3. NVDA - NVIDIA CORPORATION, 4.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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