Positano Wealth Management as of Dec. 31, 2025
Portfolio Holdings for Positano Wealth Management
Positano Wealth Management holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 20.1 | $26M | 82k | 313.00 | |
| NVIDIA Corporation (NVDA) | 14.7 | $19M | 101k | 186.50 | |
| Visa Com Cl A (V) | 10.7 | $14M | 39k | 350.71 | |
| Chubb (CB) | 10.3 | $13M | 42k | 312.12 | |
| Marriott Intl Cl A (MAR) | 9.4 | $12M | 39k | 310.24 | |
| Microsoft Corporation (MSFT) | 7.6 | $9.7M | 20k | 483.62 | |
| Qualcomm (QCOM) | 4.6 | $5.9M | 34k | 171.05 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.4 | $5.7M | 19k | 303.89 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $5.1M | 15k | 349.99 | |
| Micron Technology (MU) | 3.3 | $4.2M | 15k | 285.41 | |
| Hewlett Packard Enterprise (HPE) | 3.0 | $3.8M | 158k | 24.02 | |
| salesforce (CRM) | 2.6 | $3.3M | 13k | 264.91 | |
| Broadcom (AVGO) | 1.9 | $2.4M | 7.1k | 346.10 | |
| Apple (AAPL) | 1.5 | $2.0M | 7.2k | 271.86 | |
| Fiserv (FISV) | 0.6 | $811k | 12k | 67.17 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 0.5 | $604k | 27k | 22.26 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.4 | $532k | 34k | 15.76 | |
| Meta Platforms Cl A (META) | 0.3 | $448k | 678.00 | 660.09 | |
| Ciena Corp Com New (CIEN) | 0.0 | $61k | 260.00 | 233.87 | |
| Markel Corporation (MKL) | 0.0 | $19k | 9.00 | 2149.67 | |
| S&p Global (SPGI) | 0.0 | $5.7k | 11.00 | 522.55 |
