Fund HoldingsStrait & Sound Wealth Management LLC

Total Portfolio Value
$262.00M
Total Bought
$36.54M
Total Sold
$27.24M
Net Transaction
+$9.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
RBB FD INC
F/M US TREASURY
0238,775+238,775011,9054.54%+11,905
STATE STR SPDR DOW JONES IND(DIA)(Put)06,000+6,00002,779+2,779
ARBOR REALTY TRUST INC0179,258+179,25801,3820.53%+1,382
ARMOUR RESIDENTIAL REIT INC073,352+73,35201,2240.47%+1,224
ISHARES TR(Put)05,500+5,5000833+833
COSTCO WHOLESALE CORPORATION(COST)05,638+5,63805,6182.14%+5,618
BONDBLOXX ETF TRUST
BBB RATED 1 5 YE
108,921121,143+12,2225,6076,1962.36%+589
ORACLE CORP(ORCL)(Put)03,500+3,5000515+515
ALPHABET INC(GOOG)(Put)01,500+1,5000431+431
JOHNSON & JOHNSON(JNJ)10,57810,716+1382,1892,6191.00%+430
PROSHARES TR
S&P 500 DV ARIST
03,953+3,95304190.16%+419
MICROSOFT CORP(MSFT)(Put)01,100+1,1000407+407
BONDBLOXX ETF TRUST
CCC RT USD HI YL
106,967122,674+15,7074,0674,4651.70%+398
NETFLIX INC.(NFLX)(Put)04,000+4,0000385+385
EXXON MOBIL CORP7,4357,493+588951,2710.49%+377
ADVANCED MICRO DEVICES INC(AMD)(Put)01,800+1,8000366+366
AEHR TEST SYS(AEHR)09,400+9,40003490.13%+349
CHEVRON CORPORATION(CVX)5,9946,082+889141,2580.48%+345
WALMART INC(WMT)25,35925,443+842,8253,1621.21%+337
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
61,64770,189+8,5422,7483,0851.18%+337
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,820+3,82003130.12%+313
VALERO ENERGY CORP(VLO)03,645+3,64509010.34%+901
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
05,988+5,98802880.11%+288
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
011,021+11,02102830.11%+283
SELECT SECTOR SPDR TR
ST STR ENERG ETF
11,29312,750+1,4575057810.30%+276
SHELL PLC(SHEL)12,28912,468+1799031,1600.44%+257
BONDBLOXX ETF TRUST
BLOOMBERG FVE YR
05,076+5,07602500.10%+250
UNITEDHEALTH GROUP INC(UNH)0918+91802480.09%+248
CIRCLE INTERNET GROUP INC(CRCL)02,601+2,60102480.09%+248
ISHARES TR09,554+9,55402190.08%+219
AMAZON COM INC(AMZN)(Put)0900+9000187+187
INVESCO EXCH TRD SLF IDX FD
INVSCO 28 HYCORP
83,72193,557+9,8361,8422,0290.77%+187
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
85,67993,983+8,3042,0002,1780.83%+178
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
069,699+69,69901,5680.60%+1,568
SPDR GOLD TR(GLD)(Put)0400+4000172+172
SPROTT ASSET MANAGEMENT LP(CEF)9,82712,822+2,9954506120.23%+162
IRON MTN INC DEL(IRM)08,136+8,13608310.32%+831
BONDBLOXX ETF TRUST
B RT USD HI YLD
44,65849,265+4,6071,7631,9190.73%+156
SPDR SERIES TRUST
ST STR BLO 1 ETF
9,04610,496+1,4508279620.37%+135
ISHARES TR
MSCI USA QLT FCT
06,054+6,05401,1610.44%+1,161
NETFLIX INC.(NFLX)05,056+5,05604860.19%+486
CORNING INC(GLW)2,5252,52502213430.13%+122
RTX CORPORATION(RTX)10,64510,753+1081,9522,0740.79%+122
VANGUARD BD INDEX FDS2,9214,593+1,6722163380.13%+122
VANECK ETF TRUST
GOLD MINERS ETF
9,93810,579+6418529710.37%+118
AMGEN INC(AMGN)5,3095,275-341,7381,8560.71%+118
LOCKHEED MARTIN CORP(LMT)01,064+1,06406430.25%+643
QUALCOMM INC(QCOM)(Put)0900+9000116+116
META PLATFORMS INC(META)(Put)0200+2000114+114
WISDOMTREE TR(WT)5,5785,780+2028049170.35%+112
ISHARES U S ETF TR
IT RT HDG HGYL
14,41615,768+1,3521,2431,3500.52%+107
GOLDMAN SACHS PHYSICAL GOLD(AAAU)18,53819,312+7747898920.34%+103
APPLE INC(AAPL)(Put)0400+4000102+102
DIREXION SHARES ETF TRUST010,000+10,00001000.04%+100
BONDBLOXX ETF TRUST
BLOOMBERG THREE
35,31137,334+2,0231,7571,8480.71%+91
PHILLIPS 66(PSX)1,7051,680-252203060.12%+86
STATE STR SPDR DOW JONES IND(DIA)2,0832,346+2631,0011,0870.41%+86
ONE STOP SYS INC011,044+11,0440840.03%+84
ISHARES SILVER TR(SLV)(Put)01,200+1,200082+82
SELECT SECTOR SPDR TR
ST STR UTIL ETF
14,89415,624+7306367170.27%+81
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
44,02445,557+1,5332,1782,2460.86%+68
TAIWAN SEMICONDUCTOR MANUFAC(TSM)(Put)0200+200068+68
SPDR GOLD TR(GLD)1,2971,348+515145800.22%+66
NEXTERA ENERGY INC(NEE)5,1905,19004174820.18%+65
VANGUARD WORLD FD
ENERGY ETF
01,655+1,65502860.11%+286
COREWEAVE INC(CRWV)05,489+5,48904250.16%+425
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,5331,551+184665240.20%+58
INVESTMENT MANAGERS SER TR I
ASTORIA REAL
29,80029,126-6745556060.23%+51
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,6884,211+5235716170.24%+46
EATON CORP PLC(ETN)01,173+1,17304200.16%+420
ANNALY CAPITAL MANAGEMENT IN60,71866,261+5,5431,3581,4010.53%+44
AMAZON COM INC(AMZN)(Call)0200+200042+42
ISHARES INC
MSCI JAPAN ETF
11,52211,504-189309710.37%+41
TEXAS INSTRS INC(TXN)02,209+2,20904290.16%+429
MERCK & CO INC(MRK)2,4242,42402552920.11%+36
ISHARES SILVER TR(SLV)3,3473,677+3302162510.10%+35
ALTRIA GROUP INC(MO)04,144+4,14402730.10%+273
KROGER CO(KR)03,233+3,23302340.09%+234
ISHARES TR2,1252,488+3632693010.11%+32
COCA COLA CO(KO)5,0805,08003553860.15%+31
ETF SER SOLUTIONS
AAM S&P 500
10,32610,386+603583870.15%+29
TERAWULF INC(WULF)011,950+11,95001720.07%+172
ISHARES TR6,6426,371-2719379650.37%+27
CHURCH & DWIGHT CO INC(CHD)2,7162,71602282530.10%+26
PALANTIR TECHNOLOGIES INC(PLTR)11,62114,292+2,6712,0662,0910.80%+25
AMEREN CORP(AEE)02,454+2,45402700.10%+270
STARBUCKS CORP(SBUX)08,211+8,21107360.28%+736
SPROTT ASSET MANAGEMENT LP(PHYS)8,7868,78602903110.12%+21
PIMCO ETF TR
ENHAN SHRT MA AC
02,800+2,80002820.11%+282
AFLAC INC(AFL)1,8411,978+1372032170.08%+14
REGENERON PHARMACEUTICALS(REGN)674688+145205320.20%+11
AMERICAN WTR WKS CO INC NEW01,602+1,60202180.08%+218
ISHARES TR
TRS FLT RT BD
6,8987,030+1323483560.14%+8
PROCTER & GAMBLE CO(PG)06,532+6,53209430.36%+943
VANGUARD WHITEHALL FDS1,5081,50802162230.09%+7
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
5,6686,030+3623293350.13%+5
CISCO SYS INC(CSCO)5,9925,99204624650.18%+3
VANGUARD INTL EQUITY INDEX F05,969+5,96903230.12%+323
MCDONALDS CORP(MCD)2,0131,977-366156140.23%-1
FLEXIBLE SOLUTIONS INTL INC014,228+14,2280770.03%+77
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