Sandro Wealth Management
Latest statistics and disclosures from Sandro Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AAPL, MSFT, CORZ, and represent 24.45% of Sandro Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: INDV, RTX, COST, NVDA, GOOGL, MSFT, AAPL, GOOG, GE, VOO.
- Started 10 new stock positions in RTX, INDV, MVST, WEC, SRE, JAAA, STX, NFLX, GE, ES.
- Reduced shares in these 10 stocks: XOM, APO, Indivior, VRTX, , VZ, DVY, SPY, VCIT, T.
- Sold out of its positions in APO, GLD, VZ, Indivior.
- Sandro Wealth Management was a net buyer of stock by $5.2M.
- Sandro Wealth Management has $125M in assets under management (AUM), dropping by 3.38%.
- Central Index Key (CIK): 0002107860
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Portfolio Holdings for Sandro Wealth Management
Sandro Wealth Management holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $7.4M | +5% | 26k | 287.56 |
|
| NVIDIA Corporation (NVDA) | 5.2 | $6.5M | +7% | 37k | 174.40 |
|
| Apple (AAPL) | 4.9 | $6.1M | +6% | 24k | 253.79 |
|
| Microsoft Corporation (MSFT) | 4.7 | $5.9M | +7% | 16k | 370.17 |
|
| Core Scientific (CORZ) | 3.7 | $4.6M | 309k | 14.96 |
|
|
| Amazon (AMZN) | 3.3 | $4.1M | +3% | 20k | 208.27 |
|
| Mastercard Incorporated Cl A (MA) | 2.9 | $3.7M | +9% | 7.3k | 499.67 |
|
| Wal-Mart Stores (WMT) | 2.8 | $3.4M | +4% | 28k | 124.28 |
|
| Quanta Services (PWR) | 2.5 | $3.2M | +2% | 5.8k | 549.06 |
|
| Hca Holdings (HCA) | 2.5 | $3.1M | 6.6k | 473.22 |
|
|
| Costco Wholesale Corporation (COST) | 2.4 | $3.1M | +16% | 3.1k | 996.40 |
|
| Visa Com Cl A (V) | 2.4 | $3.0M | +4% | 9.8k | 302.24 |
|
| Indivior Pharmaceuticals (INDV) | 2.3 | $2.9M | NEW | 96k | 30.48 |
|
| Broadcom (AVGO) | 2.3 | $2.9M | +7% | 9.4k | 309.50 |
|
| Roivant Sciences SHS (ROIV) | 2.0 | $2.5M | 89k | 27.70 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.8 | $2.3M | 1.7k | 1320.83 |
|
|
| Metropcs Communications (TMUS) | 1.8 | $2.3M | 11k | 210.04 |
|
|
| McDonald's Corporation (MCD) | 1.8 | $2.2M | +3% | 7.1k | 310.79 |
|
| Trane Technologies SHS (TT) | 1.7 | $2.1M | +5% | 5.1k | 416.74 |
|
| Nextera Energy (NEE) | 1.6 | $2.0M | +2% | 22k | 92.88 |
|
| Exxon Mobil Corporation (XOM) | 1.6 | $2.0M | -47% | 12k | 169.66 |
|
| Cintas Corporation (CTAS) | 1.5 | $1.9M | 11k | 169.14 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.5 | $1.9M | -5% | 23k | 82.75 |
|
| Home Depot (HD) | 1.5 | $1.9M | +10% | 5.7k | 328.88 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $1.9M | +5% | 3.8k | 491.58 |
|
| Parker-Hannifin Corporation (PH) | 1.5 | $1.9M | +2% | 2.1k | 895.38 |
|
| TJX Companies (TJX) | 1.4 | $1.7M | 11k | 159.70 |
|
|
| Vicor Corporation (VICR) | 1.4 | $1.7M | 11k | 161.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $1.7M | +23% | 2.8k | 597.62 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.3 | $1.6M | +4% | 38k | 42.31 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.5M | +11% | 5.2k | 294.13 |
|
| S&p Global (SPGI) | 1.2 | $1.5M | +3% | 3.5k | 425.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.4M | +3% | 2.9k | 479.20 |
|
| Northrop Grumman Corporation (NOC) | 1.0 | $1.3M | +6% | 1.9k | 682.08 |
|
| American Water Works (AWK) | 1.0 | $1.3M | +5% | 9.4k | 136.09 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.8 | $1.0M | +11% | 13k | 79.56 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.8 | $1.0M | +7% | 11k | 93.93 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.8 | $971k | +4% | 22k | 44.80 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $901k | NEW | 4.7k | 192.91 |
|
| Linde SHS (LIN) | 0.6 | $772k | +3% | 1.6k | 495.79 |
|
| Tesla Motors (TSLA) | 0.6 | $716k | +6% | 1.9k | 371.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $701k | +101% | 2.4k | 286.85 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $681k | -14% | 1.0k | 650.20 |
|
| Chevron Corporation (CVX) | 0.5 | $617k | +10% | 3.0k | 206.88 |
|
| Pepsi (PEP) | 0.5 | $580k | 3.7k | 155.27 |
|
|
| Lockheed Martin Corporation (LMT) | 0.5 | $579k | +34% | 957.00 | 604.45 |
|
| Meta Platforms Cl A (META) | 0.5 | $572k | +21% | 999.00 | 572.29 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.4 | $560k | +55% | 24k | 23.32 |
|
| Hartford Financial Services (HIG) | 0.4 | $529k | +13% | 3.9k | 135.25 |
|
| Kla Corp Com New (KLAC) | 0.4 | $502k | +14% | 341.00 | 1470.60 |
|
| Citigroup Com New (C) | 0.4 | $495k | +22% | 4.4k | 113.40 |
|
| Cincinnati Financial Corporation (CINF) | 0.4 | $471k | 3.0k | 157.33 |
|
|
| Coca-Cola Company (KO) | 0.4 | $450k | 5.9k | 76.05 |
|
|
| Williams Companies (WMB) | 0.4 | $447k | +9% | 6.1k | 72.78 |
|
| salesforce (CRM) | 0.4 | $443k | +17% | 2.4k | 186.66 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $442k | +10% | 1.8k | 244.20 |
|
| Philip Morris International (PM) | 0.4 | $439k | +44% | 2.7k | 165.32 |
|
| EOG Resources (EOG) | 0.3 | $420k | +7% | 2.9k | 144.55 |
|
| Citizens Financial (CFG) | 0.3 | $420k | +8% | 7.0k | 59.97 |
|
| Medtronic SHS (MDT) | 0.3 | $417k | 4.8k | 86.65 |
|
|
| Paychex (PAYX) | 0.3 | $411k | 4.5k | 92.11 |
|
|
| American Electric Power Company (AEP) | 0.3 | $401k | +3% | 3.1k | 131.08 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.3 | $388k | 9.7k | 40.14 |
|
|
| Entergy Corporation (ETR) | 0.3 | $383k | -8% | 3.4k | 112.36 |
|
| Altria (MO) | 0.3 | $376k | +22% | 5.7k | 65.99 |
|
| FirstEnergy (FE) | 0.3 | $374k | +4% | 7.4k | 50.66 |
|
| Procter & Gamble Company (PG) | 0.3 | $364k | +11% | 2.5k | 144.45 |
|
| UnitedHealth (UNH) | 0.3 | $363k | -5% | 1.3k | 270.64 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $353k | -27% | 2.3k | 151.41 |
|
| Amgen (AMGN) | 0.3 | $349k | -3% | 991.00 | 351.77 |
|
| Ge Aerospace Com New (GE) | 0.3 | $348k | NEW | 1.2k | 283.85 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $342k | +11% | 2.6k | 130.93 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $327k | +31% | 356.00 | 918.65 |
|
| Caterpillar (CAT) | 0.3 | $323k | +27% | 455.00 | 708.73 |
|
| At&t (T) | 0.3 | $321k | -11% | 11k | 28.99 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $313k | +3% | 1.3k | 243.08 |
|
| Abbvie (ABBV) | 0.2 | $308k | +6% | 1.4k | 217.49 |
|
| International Business Machines (IBM) | 0.2 | $304k | +20% | 1.3k | 242.38 |
|
| Capital One Financial (COF) | 0.2 | $291k | +23% | 1.6k | 182.46 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $282k | NEW | 5.6k | 50.37 |
|
| Advanced Micro Devices (AMD) | 0.2 | $277k | -5% | 1.4k | 203.43 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $277k | NEW | 706.00 | 391.76 |
|
| Oracle Corporation (ORCL) | 0.2 | $274k | +4% | 1.9k | 147.10 |
|
| Fifth Third Ban (FITB) | 0.2 | $270k | 5.8k | 46.46 |
|
|
| MetLife (MET) | 0.2 | $269k | +11% | 3.8k | 70.71 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $268k | -3% | 1.4k | 196.86 |
|
| Cme (CME) | 0.2 | $264k | +2% | 893.00 | 295.25 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.2 | $263k | -3% | 3.8k | 69.37 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $258k | -81% | 577.00 | 446.54 |
|
| DTE Energy Company (DTE) | 0.2 | $254k | +8% | 1.7k | 146.24 |
|
| NiSource (NI) | 0.2 | $248k | +3% | 5.3k | 46.66 |
|
| MNTN Cl A (MNTN) | 0.2 | $242k | +10% | 28k | 8.80 |
|
| Qualcomm (QCOM) | 0.2 | $235k | +11% | 1.8k | 128.78 |
|
| Regions Financial Corporation (RF) | 0.2 | $234k | +14% | 9.0k | 26.12 |
|
| Eversource Energy (ES) | 0.2 | $225k | NEW | 3.2k | 69.28 |
|
| Wec Energy Group (WEC) | 0.2 | $216k | NEW | 1.9k | 115.77 |
|
| Sempra Energy (SRE) | 0.2 | $207k | NEW | 2.1k | 97.18 |
|
| Netflix (NFLX) | 0.2 | $201k | NEW | 2.1k | 96.15 |
|
| Microvast Holdings (MVST) | 0.0 | $17k | NEW | 11k | 1.50 |
|
Past Filings by Sandro Wealth Management
SEC 13F filings are viewable for Sandro Wealth Management going back to 2025
- Sandro Wealth Management 2026 Q1 filed April 21, 2026
- Sandro Wealth Management 2025 Q4 filed Feb. 2, 2026