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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 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 2,117.0 $890K 0.64% +192.0 +10.0% $420.60 -17.1%
42 AMD ADVANCED MICRO DEVICES INC Technology 1,470.0 $854K 0.62% +110.0 +8.1% $580.91 -19.9%
43 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 857.0 $827K 0.60% +151.0 +21.4% $965.00 -14.0%
44 LIN LINDE PLC Basic Materials 1,566.0 $813K 0.59% +9.0 +0.6% $518.88 -5.7%
45 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%
46 SPHY SPDR SERIES TRUST 32,418.0 $760K 0.55% +8K +34.9% $23.44 -0.5%
47 C CITIGROUP INC Financial Services 4,712.0 $660K 0.48% +349.0 +8.0% $139.97 -5.1%
48 META META PLATFORMS INC Communication Services 1,137.0 $640K 0.46% +138.0 +13.8% $563.21 +2.6%
49 UNH UNITEDHEALTH GROUP INC Healthcare 1,494.0 $621K 0.45% +152.0 +11.3% $415.54 -5.4%
50 CINF CINCINNATI FINL CORP Financial Services 3,168.0 $586K 0.42% +176.0 +5.9% $185.13 -7.1%
51 TDAY USA TODAY CO INC Communication Services 65,712.0 $562K 0.41% NEW $8.55 -25.8%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 3,066.0 $555K 0.40% +412.0 +15.5% $180.92 +6.1%
53 CVX CHEVRON CORPORATION Energy 3,327.0 $552K 0.40% +343.0 +11.5% $165.78 +21.8%
54 CAT CATERPILLAR INC Industrials 504.0 $537K 0.39% +49.0 +10.8% $1065.50 -24.9%
55 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,996.0 $530K 0.38% +85.0 +2.2% $132.52 +4.6%
56 PEP PEPSICO INC Consumer Defensive 3,909.0 $529K 0.38% +177.0 +4.7% $135.41 +4.2%
57 LMT LOCKHEED MARTIN CORP Industrials 1,017.0 $518K 0.37% +60.0 +6.3% $509.44 +10.7%
58 CFG CITIZENS FINL GROUP INC Financial Services 7,207.0 $505K 0.36% +203.0 +2.9% $70.07 -0.5%
59 LLY ELI LILLY & CO Healthcare 415.0 $498K 0.36% +59.0 +16.6% $1198.81 -2.2%
60 KO COCA COLA CO Consumer Defensive 6,025.0 $490K 0.35% +107.0 +1.8% $81.27 +10.3%
Page 3 of 6  ·  103 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%