Manager record
Strait & Sound Wealth Management LLC
San Francisco, CA · CIK 1966210 · EDGAR filings ↗
The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.
This filer's filing history is below; full position parsing covers the tracked universe.
Filing record
Aug 18 2026
13F-HR · period Q2 2026
$285.22M · 177 positions · View original SEC filing ↗
May 18 2026
13F-HR · period Q1 2026
$268.60M · 180 positions · View original SEC filing ↗
Feb 04 2026
13F-HR · period Q4 2025
$268.71M · 149 positions · View original SEC filing ↗
Oct 21 2025
13F-HR · period Q3 2025
$260.61M · 148 positions · View original SEC filing ↗
Jul 31 2025
13F-HR · period Q2 2025
$235.41M · 145 positions · View original SEC filing ↗
Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts.
Reporting period: — · latest filing Aug 18, 2026 ·
Change methodology