Sandro Wealth Management LLC — 13F Holdings & Portfolio

CIK 2107860 · latest 13F-HR filed 2026-04-21

Sandro Wealth Management LLC manages $124.9M in 13F-reported U.S. long-equity assets across 99 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (5.95%), NVDA (5.22%), AAPL (4.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 4, added to 43, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$124.9M

Long-equity book

Holdings

99

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+10 / −4 / ↑43 / ↓23

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • QUANTA SVCS INC$801.5K +33.8%
  • COSTCO WHOLESALE CORPORATION$789.7K +34.8%
  • VICOR CORP$544.8K +46.9%
  • ROIVANT SCIENCES LTD$514.6K +26.3%
  • WALMART INC$476.9K +16.1%
Show all 43

Top Trims

  • MICROSOFT CORP-$1.3M -18.0%
  • VERTEX PHARMACEUTICALS INC-$1.2M -82.1%
  • EXXON MOBIL CORP-$681.2K -25.8%
  • VISA INC-$331.3K -10.1%
  • AMAZON COM INC-$305.2K -7.0%
Show all 23

New Positions

  • INDIVIOR PHARMACEUTICALS INC$2.9M
  • RTX CORPORATION$900.9K
  • GE AEROSPACE$347.7K
  • JANUS DETROIT STR TR$282.0K
  • SEAGATE TECHNOLOGY HLDNGS PL$276.6K
Show all 10

Exited Positions

  • APOLLO GLOBAL MGMT INC$1.6M
  • INDIVIOR PLC$1.3M
  • SPDR GOLD TR$535.0K
  • VERIZON COMMUNICATIONS INC$231.3K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $7.4M 5.95% 25,844 SH
2 NVIDIA CORPORATION NVDA 67066G104 $6.5M 5.22% 37,398 SH
3 APPLE INC AAPL 037833100 $6.1M 4.89% 24,051 SH
4 MICROSOFT CORP MSFT 594918104 $5.9M 4.69% 15,813 SH
5 CORE SCIENTIFIC INC NEW CORZ 21874A106 $4.6M 3.70% 309,308 SH
6 AMAZON COM INC AMZN 023135106 $4.1M 3.26% 19,531 SH
7 MASTERCARD INCORPORATED MA 57636Q104 $3.7M 2.93% 7,325 SH
8 WALMART INC WMT 931142103 $3.4M 2.76% 27,728 SH
9 QUANTA SVCS INC PWR 74762E102 $3.2M 2.54% 5,776 SH
10 HCA HEALTHCARE INC HCA 40412C101 $3.1M 2.51% 6,618 SH
11 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.1M 2.45% 3,070 SH
12 VISA INC V 92826C839 $3.0M 2.37% 9,792 SH
13 INDIVIOR PHARMACEUTICALS INC INDV 45579U109 $2.9M 2.35% 96,164 SH
14 BROADCOM INC AVGO 11135F101 $2.9M 2.33% 9,393 SH
15 ROIVANT SCIENCES LTD ROIV G76279101 $2.5M 1.98% 89,292 SH
16 ASML HLDG NV ASML N07059210 $2.3M 1.81% 1,713 SH
17 T-MOBILE US INC TMUS 872590104 $2.3M 1.80% 10,716 SH
18 MCDONALDS CORP MCD 580135101 $2.2M 1.76% 7,076 SH
19 TRANE TECHNOLOGIES PLC TT G8994E103 $2.1M 1.69% 5,066 SH
20 NEXTERA ENERGY INC NEE 65339F101 $2.0M 1.61% 21,691 SH
21 EXXON MOBIL CORP XOM 30231G102 $2.0M 1.57% 11,577 SH
22 CINTAS CORP CTAS 172908105 $1.9M 1.54% 11,376 SH
23 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $1.9M 1.51% 22,840 SH
24 HOME DEPOT INC HD 437076102 $1.9M 1.51% 5,729 SH
25 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.9M 1.50% 3,816 SH
26 PARKER-HANNIFIN CORP PH 701094104 $1.9M 1.50% 2,095 SH
27 TJX COS INC NEW TJX 872540109 $1.7M 1.37% 10,701 SH
28 VICOR CORP VICR 925815102 $1.7M 1.37% 10,600 SH
29 VANGUARD INDEX FDS VOO 922908363 $1.7M 1.35% 2,827 SH
30 ISHARES TR SHYG 46434V407 $1.6M 1.29% 38,232 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 1.23% 5,203 SH
32 S&P GLOBAL INC SPGI 78409V104 $1.5M 1.20% 3,519 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.4M 1.11% 2,902 SH
34 NORTHROP GRUMMAN CORP NOC 666807102 $1.3M 1.04% 1,912 SH
35 AMERICAN WTR WKS CO INC NEW AWK 030420103 $1.3M 1.03% 9,419 SH
36 ISHARES TR HYG 464288513 $1.0M 0.82% 12,900 SH
37 ISHARES TR EMB 464288281 $1.0M 0.82% 10,878 SH
38 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $970.5K 0.78% 21,663 SH
39 RTX CORPORATION RTX 75513E101 $900.9K 0.72% 4,670 SH
40 LINDE PLC LIN G54950103 $771.9K 0.62% 1,557 SH
41 TESLA INC TSLA 88160R101 $715.6K 0.57% 1,925 SH
42 ALPHABET INC GOOG 02079K107 $700.8K 0.56% 2,443 SH
43 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $681.4K 0.55% 1,048 SH
44 CHEVRON CORPORATION CVX 166764100 $617.3K 0.49% 2,984 SH
45 PEPSICO INC PEP 713448108 $579.5K 0.46% 3,732 SH
46 LOCKHEED MARTIN CORP LMT 539830109 $578.5K 0.46% 957 SH
47 META PLATFORMS INC META 30303M102 $571.7K 0.46% 999 SH
48 SPDR SERIES TRUST SPHY 78468R606 $560.3K 0.45% 24,026 SH
49 HARTFORD INSURANCE GROUP INC HIG 416515104 $528.9K 0.42% 3,911 SH
50 KLA CORP KLAC 482480100 $501.5K 0.40% 341 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $124.9M 99 0001951757-26-000678
2025-12-31 2026-02-02 $120.8M 93 0001951757-26-000341