Long-term investor
Strait & Sound Wealth Management LLC @straitsoundwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966210).
Record
- Tracked since 2025-06-30 (449 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.8% · 1 year n/a · all +15.7%
- Max drawdown n/a · win rate 67% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.5% · long · since 2025-06-30
- MSFT · 5.6% · long · since 2025-06-30
- NVDA · 4.9% · long · since 2025-06-30
- GOOGL · 4.4% · long · since 2025-06-30
- 74933W452 · 4.3% · long · since 2025-06-30
- AMZN · 4.1% · long · since 2025-06-30
- 46436E718 · 3.6% · long · since 2025-06-30
- 09789C788 · 2.5% · long · since 2025-06-30
- 09789C754 · 2.5% · long · since 2025-06-30
- COST · 1.9% · long · since 2025-06-30
- 09789C887 · 1.8% · long · since 2025-06-30
- 46090E103 · 1.7% · long · since 2025-06-30