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Portfolio (Quarterly) Guide ↗

Sandro Wealth Management LLC

· CIK 0002107860
13F Portfolio $138M AUM 103 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 75 Added 11 Reduced 5 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 11,713.0 $1.6M 1.16% +136.0 +1.2% $136.72 +14.6%
22 BERKSHIRE HATHAWAY INC DEL 3,041.0 $1.5M 1.10% +139.0 +4.8% $500.39
23 SPGI S&P GLOBAL INC Financial Services 3,653.0 $1.5M 1.07% +134.0 +3.8% $407.21 +8.8%
24 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,476.0 $1.2M 0.90% +57.0 +0.6% $131.58 +5.1%
25 HYG ISHARES TR 15,204.0 $1.2M 0.88% +2K +17.9% $79.97 -0.3%
26 KLAC KLA CORP Technology 3,472.0 $1.0M 0.76% +3K +918.2% $301.69 -41.8%
27 GOOG ALPHABET INC 2,906.0 $1.0M 0.74% +463.0 +18.9% $353.29
28 NOC NORTHROP GRUMMAN CORP Industrials 1,931.0 $983K 0.71% +19.0 +1.0% $509.19 +7.1%
29 TSLA TESLA INC Consumer Cyclical 2,117.0 $890K 0.64% +192.0 +10.0% $420.60 -17.1%
30 AMD ADVANCED MICRO DEVICES INC Technology 1,470.0 $854K 0.62% +110.0 +8.1% $580.91 -19.9%
31 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 857.0 $827K 0.60% +151.0 +21.4% $965.00 -14.0%
32 LIN LINDE PLC Basic Materials 1,566.0 $813K 0.59% +9.0 +0.6% $518.88 -5.7%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,084.0 $810K 0.58% +36.0 +3.4% $747.00 +3.0%
34 SPHY SPDR SERIES TRUST 32,418.0 $760K 0.55% +8K +34.9% $23.44 -0.5%
35 C CITIGROUP INC Financial Services 4,712.0 $660K 0.48% +349.0 +8.0% $139.97 -5.1%
36 META META PLATFORMS INC Communication Services 1,137.0 $640K 0.46% +138.0 +13.8% $563.21 +2.6%
37 UNH UNITEDHEALTH GROUP INC Healthcare 1,494.0 $621K 0.45% +152.0 +11.3% $415.54 -5.4%
38 CINF CINCINNATI FINL CORP Financial Services 3,168.0 $586K 0.42% +176.0 +5.9% $185.13 -7.1%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 3,066.0 $555K 0.40% +412.0 +15.5% $180.92 +6.1%
40 CVX CHEVRON CORPORATION Energy 3,327.0 $552K 0.40% +343.0 +11.5% $165.78 +21.8%
Page 2 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 12.2%
Healthcare 11.4%
Industrials 10.4%
Communication Services 9.3%
Consumer Cyclical 9.3%
Consumer Defensive 7.1%
Utilities 4.9%
Energy 2.9%
Basic Materials 0.7%