Soundwatch Capital LLC

Q3 2026 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
9/30/2026
Value
$911M
Num holdings
51
Date filed
11/4/2026
Form type
13F-HR
Prev filing
8/13/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 028-13508