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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo Wealth Management

· CIK 0002110902
13F Portfolio $500M AUM 309 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 309 New
Page 4 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ARKK ARK ETF TR 19,000.0 $1.5M 0.31% NEW $80.82 +3.8%
62 ITA ISHARES TR 6,301.0 $1.5M 0.31% NEW $242.42 -3.7%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,119.0 $1.5M 0.30% NEW $477.57 -14.1%
64 TDG TRANSDIGM GROUP INC Industrials 1,086.0 $1.4M 0.29% NEW $1332.04 -10.0%
65 BLACKROCK ETF TRUST 45,041.0 $1.4M 0.29% NEW $31.78
66 AMLP ALPS ETF TR 26,412.0 $1.4M 0.27% NEW $51.85 +5.9%
67 NLR VANECK ETF TRUST 11,636.0 $1.3M 0.27% NEW $115.98 +2.4%
68 UBS UBS GROUP AG Financial Services 27,095.0 $1.3M 0.27% NEW $49.48 +8.5%
69 T AT&T INC Communication Services 62,779.0 $1.3M 0.26% NEW $20.70 +24.1%
70 GLD SPDR GOLD TR Financial Services 3,520.0 $1.3M 0.26% NEW $368.63 +15.8%
71 INTC INTEL CORP Technology 9,088.0 $1.3M 0.25% NEW $139.63 -37.5%
72 AMD ADVANCED MICRO DEVICES INC Technology 2,101.0 $1.2M 0.24% NEW $580.91 -21.4%
73 VLO VALERO ENERGY CORP Energy 4,572.0 $1.2M 0.24% NEW $260.44 +32.9%
74 SNOW SNOWFLAKE INC Technology 4,649.0 $1.2M 0.24% NEW $254.50 +26.8%
75 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 12,300.0 $1.2M 0.24% NEW $96.12 -49.1%
76 MCO MOODYS CORP Financial Services 2,567.0 $1.2M 0.23% NEW $452.92 +12.9%
77 COF CAPITAL ONE FINL CORP Financial Services 5,750.0 $1.2M 0.23% NEW $200.62 +7.8%
78 GILD GILEAD SCIENCES INC Healthcare 8,726.0 $1.1M 0.22% NEW $126.34 +16.1%
79 CAT CATERPILLAR INC Industrials 1,008.0 $1.1M 0.21% NEW $1064.90 -23.8%
80 GDX VANECK ETF TRUST 13,425.0 $1.0M 0.20% NEW $75.45 +37.2%
Page 4 of 16  ·  309 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 31.2%
Financial Services 27.6%
Consumer Cyclical 9.8%
Communication Services 9.1%
Industrials 6.4%
Healthcare 6.1%
Consumer Defensive 3.6%
Energy 3.4%
Basic Materials 2.2%
Utilities 0.5%