Strait & Sound Wealth Management LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$317.7M
Holdings
171
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
14.7%
02
$VOO
VANGUARD INDEX FDS
Q4 2024: New position (932 shares)
6.9%
03
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
3.9%
04
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.6%
05
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.5%
06
$IVE
ISHARES TR
Held since at least Q1 2024
2.4%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.5% (72.1k → 71.0k shares)
2.3%
08
$SIXO
AIM ETF PRODUCTS TRUST
Held since at least Q1 2024
2.2%
09
$IVW
ISHARES TR
Held since at least Q1 2024
2.2%
10
$IEMG
ISHARES INC
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.