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Latest Soundwatch Capital LLC Stock Portfolio

Soundwatch Capital LLC Performance:
2025 Q4: 2.38%YTD: 83.7%2024: 17.73%
Performance for 2025 Q4 is 2.38%, and YTD is 83.7%, and 2024 is 17.73%.

About Soundwatch Capital LLC and 13F Hedge Fund Stock Holdings

Soundwatch Capital LLC is a hedge fund based in Rowayton, CT. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Soundwatch Capital LLC reported an equity portfolio of $644.8 Millions as of 31 Dec, 2025.

The top stock holdings of Soundwatch Capital LLC are SPY, IJR, AAPL. The fund has invested 56.7% of it's portfolio in SPDR S&P 500 ETF TR and 30.9% of portfolio in ISHARES TR.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), MICROSOFT CORP (MSFT) and SPDR S&P 500 ETF TR (SPY). Soundwatch Capital LLC opened new stock positions in EA SERIES TRUST, PROSHARES TR (BIB) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VB).

Soundwatch Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Soundwatch Capital LLC made a return of 2.38% in the last quarter. In trailing 12 months, it's portfolio return was 83.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ea series trust1,825,170
proshares tr461,825
select sector spdr tr365,483
invesco exchange traded fd321,637
vanguard index fds296,127
select sector spdr tr268,202
select sector spdr tr252,274
fidelity covington trust246,238
New stocks bought by Soundwatch Capital LLC

Additions

Ticker% Inc.
vanguard world fd63.85
select sector spdr tr61.19
vanguard index fds60.46
pacer fds tr58.83
amazon com inc34.51
vanguard world fd29.59
schwab strategic tr18.73
vaneck etf trust16.8
Additions to existing portfolio by Soundwatch Capital LLC

Reductions

Ticker% Reduced
ishares tr-7.09
ishares tr-6.04
microsoft corp-3.89
spdr s&p 500 etf tr-3.12
schwab strategic tr-2.86
vaneck etf trust-1.86
apple inc-0.29
nvidia corporation-0.1
Soundwatch Capital LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exchange traded fd t-380,897
Soundwatch Capital LLC got rid off the above stocks

Sector Distribution

Soundwatch Capital LLC has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6
Technology3

Market Cap. Distribution

Soundwatch Capital LLC has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MEGA-CAP3.1

Stocks belong to which Index?

About 3.4% of the stocks held by Soundwatch Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.6
S&P 5003.4
Top 5 Winners (%)%
AMAT
applied matls inc
25.5 %
GLDM
world gold tr
11.7 %
GS
goldman sachs group inc
10.4 %
AFK
vaneck etf trust
9.5 %
AAPL
apple inc
6.8 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf tr
8.6 M
IJR
ishares tr
4.4 M
AAPL
apple inc
1.0 M
VB
vanguard index fds
0.3 M
VB
vanguard index fds
0.2 M
Top 5 Losers (%)%
COST
costco whsl corp new
-6.6 %
MSFT
microsoft corp
-6.5 %
TXN
texas instrs inc
-5.6 %
UNH
unitedhealth group inc
-4.4 %
VAW
vanguard world fd
-0.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.1 M
UNH
unitedhealth group inc
0.0 M
COST
costco whsl corp new
0.0 M
TXN
texas instrs inc
0.0 M
VAW
vanguard world fd
0.0 M

Soundwatch Capital LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Soundwatch Capital LLC

Soundwatch Capital LLC has 48 stocks in it's portfolio. About 96.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Soundwatch Capital LLC last quarter.

Last Reported on: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions