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Manager record

Strait & Sound Wealth Management LLC

San Francisco, CA · CIK 1966210 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$285.22MReported 13F valueQ2 2026 · as filed
177Holdings listed
+6.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 18Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $235.4M$235.4MQ2 2025145 holdingsQ3 2025: $260.6M$260.6MQ3 2025148 holdingsQ4 2025: $268.7M$268.7MQ4 2025149 holdingsQ1 2026: $268.6M$268.6MQ1 2026180 holdingsQ2 2026: $285.2M$285.2MQ2 2026177 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 18 2026 13F-HR · period Q2 2026

$285.22M · 177 holdings listed · View original SEC filing ↗
May 18 2026 13F-HR · period Q1 2026

$268.60M · 180 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$268.71M · 149 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$260.61M · 148 holdings listed · View original SEC filing ↗
Jul 31 2025 13F-HR · period Q2 2025

$235.41M · 145 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 18, 2026 · Change methodology