Family Office
Soundwatch Capital Llc
Composite risk score after Souppe's top suggestion (out of 100)
+2 points after Souppe's top suggestion
The weakest spot Souppe found
Diversity. Large gap between beta_stability (strong) and position_diversity (weak) -- review this dimension for potential vulnerability.
Souppe's top suggestion
Most of the composite gain (50%) comes from this single security.
How every dimension changed
Each axis is one risk dimension scored 0 to 100. Dark blue: the manager's portfolio before. Sky blue: after Souppe's top suggestion. Hover any point for the exact score.
| Dimension | Before | After | Change |
|---|---|---|---|
| Diversity | 45 | 52 | +7 |
| Diversification | 84 | 85 | +1 |
| Sector Balance | 80 | 80 | 0 |
| Downside Protection | 48 | 52 | +4 |
| Liquidity | 98 | 97 | -1 |
| Stability | 100 | 100 | 0 |
| Crash Behavior | 100 | 100 | 0 |
| Market Coverage | 97 | 93 | -4 |
Souppe's top 5 suggestions
| # | Ticker | Name | Weight | Strengthens | Composite gain | Conviction | |
|---|---|---|---|---|---|---|---|
| 1 | MBB.US | iShares MBS ETF | 1.96% | Composite Risk Score | +1 pts | 100% | |
| 2 | FTSL.US | First Trust Senior Loan Fund | 1.96% | Diversity | +3 pts | 100% | |
| 3 | HTRB.US | Hartford Total Return Bond ETF | 1.96% | Diversity | +3 pts | 100% | |
| 4 | VMAR.US | Vision Marine Technologies Inc | 1.96% | Diversity | +3 pts | 100% | |
| 5 | BILS.US | SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF | 1.96% | Diversity | +3 pts | 100% |
Manager's 13F holdings, ranked by weight
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IVV.US | iShares Core S&P 500 ETF | Multi-Sector | 44.6% |
| 2 | SPY.US | SPDR S&P 500 ETF Trust | Multi-Sector | 44.4% |
| 3 | AAPL.US | Apple Inc | Information Technology | 2.19% |
| 4 | VOO.US | Vanguard S&P 500 ETF | Multi-Sector | 1.69% |
| 5 | AOTS.US | EA Series Trust | Unknown | 1.13% |
| 6 | VV.US | Vanguard Large-Cap Index Fund ETF Shares | Multi-Sector | 0.94% |
| 7 | NVDA.US | NVIDIA Corporation | Information Technology | 0.61% |
| 8 | QQQ.US | Invesco QQQ Trust | Multi-Sector | 0.56% |
| 9 | ESGV.US | Vanguard ESG US Stock | Multi-Sector | 0.55% |
| 10 | SHDG.US | Soundwatch Hedged Equity ETF | Equity ETF | 0.51% |
| 11 | RSP.US | Invesco S&P 500® Equal Weight ETF | Multi-Sector | 0.33% |
| 12 | MOAT.US | VanEck Morningstar Wide Moat ETF | Multi-Sector | 0.16% |
| 13 | GS.US | Goldman Sachs Group Inc | Financials | 0.15% |
| 14 | MSFT.US | Microsoft Corporation | Information Technology | 0.14% |
| 15 | IWB.US | iShares Russell 1000 ETF | Multi-Sector | 0.14% |
| 16 | QUAL.US | iShares MSCI USA Quality Factor ETF | Multi-Sector | 0.13% |
| 17 | JEPI.US | JPMorgan Equity Premium Income ETF | Equity ETF | 0.12% |
| 18 | SCHD.US | Schwab U.S. Dividend Equity ETF | Multi-Sector | 0.12% |
| 19 | ITOT.US | iShares Core S&P Total U.S. Stock Market ETF | Multi-Sector | 0.12% |
| 20 | DIA.US | SPDR Dow Jones Industrial Average ETF Trust | Multi-Sector | 0.11% |
| 21 | OEF.US | iShares S&P 100 ETF | Multi-Sector | 0.10% |
| 22 | SCHG.US | Schwab U.S. Large-Cap Growth ETF | Multi-Sector | 0.09% |
| 23 | AMZN.US | Amazon.com Inc | Consumer Discretionary | 0.08% |
| 24 | AMAT.US | Applied Materials Inc | Information Technology | 0.08% |
| 25 | HELO.US | J.P. Morgan Exchange-Traded Fund Trust | Equity ETF | 0.07% |
| 26 | VGT.US | Vanguard Information Technology Index Fund ETF Shares | Information Technology | 0.07% |
| 27 | JEPQ.US | JPMorgan Nasdaq Equity Premium Income ETF | Equity ETF | 0.06% |
| 28 | DGRO.US | iShares Core Dividend Growth ETF | Multi-Sector | 0.06% |
| 29 | UNH.US | UnitedHealth Group Incorporated | Health Care | 0.06% |
| 30 | CSM.US | ProShares Large Cap Core Plus | Multi-Sector | 0.05% |
| 31 | COWZ.US | Pacer US Cash Cows 100 ETF | Multi-Sector | 0.05% |
| 32 | GPIX.US | Goldman Sachs S&P 500 Core Premium Income ETF | Equity ETF | 0.04% |
| 33 | PRF.US | Invesco FTSE RAFI US 1000 ETF | Multi-Sector | 0.04% |
| 34 | TXN.US | Texas Instruments Incorporated | Information Technology | 0.04% |
| 35 | COST.US | Costco Wholesale Corp | Consumer Staples | 0.04% |
| 36 | SMOT.US | VanEck ETF Trust - VanEck Morningstar SMID Moat ETF | Multi-Sector | 0.03% |
| 37 | QQQM.US | Invesco NASDAQ 100 ETF | Multi-Sector | 0.03% |
| 38 | IJR.US | iShares Core S&P Small-Cap ETF | Multi-Sector | 0.03% |
| 39 | IYW.US | iShares U.S. Technology ETF | Information Technology | 0.03% |
| 40 | GLDM.US | SPDR Gold Mini Shares | Equity ETF | 0.03% |
| 41 | XLV.US | Health Care Select Sector SPDR® Fund | Health Care | 0.03% |
| 42 | VCR.US | Vanguard Consumer Discretionary Index Fund ETF Shares | Consumer Discretionary | 0.03% |
| 43 | VUG.US | Vanguard Growth Index Fund ETF Shares | Multi-Sector | 0.03% |
| 44 | BIL.US | SPDR® Bloomberg 1-3 Month T-Bill ETF | Equity ETF | 0.03% |
| 45 | IETC.US | iShares Evolved U.S. Technology ETF | Information Technology | 0.03% |
| 46 | AMGN.US | Amgen Inc | Health Care | 0.03% |
Source: SEC Form 13F filing as of 2026-03-31. Weight is the holding's share of the manager's analysed book.
Methodology
Single-fund managers (up to 1 private fund); sole-managed portfolios; AUM at least $0.5B; Souppe suitability at least 70 · Source: SEC Form 13F · Each suggestion evaluated under the model's weighting policy
Sources: SEC EDGAR profile
Detail version: v3.0.0-cik0001803253-a998554c