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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TDAY USA TODAY CO INC Communication Services 65,712.0 $562K 0.41% NEW $8.55 -25.8%
2 NKTR NEKTAR THERAPEUTICS Healthcare 6,455.0 $451K 0.33% NEW $69.81 +3.9%
3 GEV GE VERNOVA INC Utilities 278.0 $327K 0.24% NEW $1175.79 -22.4%
4 INTC INTEL CORP Technology 1,975.0 $276K 0.20% NEW $139.63 -35.9%
5 CSCO CISCO SYS INC Technology 2,294.0 $269K 0.20% NEW $117.46 -6.4%
6 MU MICRON TECHNOLOGY INC Technology 219.0 $253K 0.18% NEW $1154.29 -19.2%
7 MRK MERCK & CO INC Healthcare 1,778.0 $228K 0.17% NEW $128.48 +15.5%
8 SNPS SYNOPSYS INC Technology 479.0 $214K 0.15% NEW $446.07 -0.8%
9 USB US BANCORP Financial Services 3,392.0 $205K 0.15% NEW $60.39 +3.4%

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%