Sandro Wealth Management LLC holds a diversified book of 103 reported positions worth $138.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened USA Today Co Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +7% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Sandro Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Sandro Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+3 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sandro Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.3M |
| Prospect Hill Management, LLC | 9 / 80 | $240.2M |
| Uhlmann Price Securities, LLC | 44 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 9 / 80 | $173.2M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Sandro Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $8.1M | 22.8K | 5.9% | ▼−12% Reduced · −3K sh | |
| 2 | Nvidia Corporation COM | $7.9M | 39.4K | 5.7% | ▲+5.2% Added · +2K sh | |
| 3 | Apple Inc COM | $7.3M | 25.3K | 5.3% | ▲+5.1% Added · +1K sh | |
| 4 | Microsoft Corp COM | $6.1M | 16.4K | 4.4% | ▲+4.0% Added · +625 sh | |
| 5 | Amazon Com Inc COM | $4.9M | 20.4K | 3.5% | ▲+4.2% Added · +825 sh | |
| 6 | Vicor Corp COM | $4.0M | 10.5K | 2.9% | ▼−0.9% Reduced · −100 sh | |
| 7 | Mastercard Incorporated CL A | $3.8M | 7.4K | 2.8% | ▲+1.3% Added · +92 sh | |
| 8 | Broadcom Inc COM | $3.7M | 9.8K | 2.7% | ▲+4.2% Added · +392 sh | |
| 9 | Visa Inc COM CL A | $3.4M | 9.9K | 2.5% | ▲+1.5% Added · +144 sh | |
| 10 | ASML Hldg NV N Y REGISTRY SHS | $3.4M | 1.7K | 2.5% | —Held | |
| 11 | Quanta Svcs Inc COM | $3.3M | 4.6K | 2.4% | ▼−20% Reduced · −1K sh | |
| 12 | Vanguard Scottsdale FDS INT-TERM CORP | $3.3M | 40.2K | 2.4% | ▲+76% Added · +17K sh | |
| 13 | Roivant Sciences Ltd SHS | $3.2M | 90.1K | 2.3% | ▲+0.9% Added · +838 sh | |
| 14 | Walmart Inc COM | $3.2M | 27.9K | 2.3% | ▲+0.8% Added · +212 sh | |
| 15 | Indivior Pharmaceuticals Inc COM | $3.0M | 73.6K | 2.2% | ▼−23% Reduced · −23K sh | |
| 16 | Costco Wholesale Corporation COM | $3.0M | 3.2K | 2.1% | ▲+3.5% Added · +106 sh | |
| 17 | Hca Healthcare Inc COM | $2.6M | 6.6K | 1.9% | ▲+0.1% Added · +9 sh | |
| 18 | Trane Technologies PLC SHS | $2.5M | 5.2K | 1.8% | ▲+2.2% Added · +113 sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $2.2M | 3.2K | 1.6% | ▲+15% Added · +421 sh | |
| 20 | Home Depot Inc COM | $2.1M | 6.0K | 1.5% | ▲+5.4% Added · +312 sh | |
| 21 | Parker-Hannifin Corp COM | $2.1M | 2.2K | 1.5% | ▲+3.3% Added · +70 sh | |
| 22 | Thermo Fisher Scientific Inc COM | $2.0M | 3.9K | 1.4% | ▲+2.9% Added · +112 sh | |
| 23 | Cintas Corp COM | $1.9M | 11.4K | 1.4% | ▲+0.2% Added · +19 sh | |
| 24 | McDonalds Corp COM | $1.9M | 7.1K | 1.4% | ▲+0.4% Added · +30 sh | |
| 25 | NextEra Energy Inc COM | $1.9M | 21.8K | 1.4% | ▲+0.5% Added · +104 sh | |
| 26 | T-Mobile US Inc COM | $1.9M | 11.2K | 1.4% | ▲+4.1% Added · +443 sh | |
| 27 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 1.3% | ▲+3.6% Added · +189 sh | |
| 28 | TJX Cos Inc New COM | $1.7M | 11.0K | 1.2% | ▲+3.0% Added · +325 sh | |
| 29 | Ishares TR 0-5YR HI YL CP | $1.6M | 38.7K | 1.2% | ▲+1.3% Added · +490 sh | |
| 30 | Exxon Mobil Corp COM | $1.6M | 11.7K | 1.2% | ▲+1.2% Added · +136 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.0K | 1.1% | ▲+4.8% Added · +139 sh | |
| 32 | S&P Global Inc COM | $1.5M | 3.7K | 1.1% | ▲+3.8% Added · +134 sh | |
| 33 | Core Scientific Inc New COM | $1.2M | 48.8K | 0.9% | ▼−84% Reduced · −261K sh | |
| 34 | American WTR WKS Co Inc New COM | $1.2M | 9.5K | 0.9% | ▲+0.6% Added · +57 sh | |
| 35 | Ishares TR IBOXX HI YD ETF | $1.2M | 15.2K | 0.9% | ▲+18% Added · +2K sh | |
| 36 | Ishares TR JPMORGAN USD EMG | $1.0M | 10.9K | 0.8% | ▼−0.1% Reduced · −8 sh | |
| 37 | Kla Corp COM NEW | $1.0M | 3.5K | 0.8% | ▲10× Added · +3K sh | |
| 38 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.7% | ▲+19% Added · +463 sh | |
| 39 | Northrop Grumman Corp COM | $983K | 1.9K | 0.7% | ▲+1.0% Added · +19 sh | |
| 40 | First TR Exchange-Traded FD SENIOR LN FD | $970K | 21.7K | 0.7% | ▲~0% Added · +8 sh | |
| 41 | Tesla Inc COM | $890K | 2.1K | 0.6% | ▲+10.0% Added · +192 sh | |
| 42 | Advanced Micro Devices Inc COM | $854K | 1.5K | 0.6% | ▲+8.1% Added · +110 sh | |
| 43 | Seagate Technology HLDNGS PL ORD SHS | $827K | 857 | 0.6% | ▲+21% Added · +151 sh | |
| 44 | Linde PLC SHS | $813K | 1.6K | 0.6% | ▲+0.6% Added · +9 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $810K | 1.1K | 0.6% | ▲+3.4% Added · +36 sh | |
| 46 | SPDR Series Trust ST PORT HIGH ETF | $760K | 32.4K | 0.5% | ▲+35% Added · +8K sh | |
| 47 | Citigroup Inc COM NEW | $660K | 4.7K | 0.5% | ▲+8.0% Added · +349 sh | |
| 48 | Meta Platforms Inc CL A | $640K | 1.1K | 0.5% | ▲+14% Added · +138 sh | |
| 49 | Unitedhealth Group Inc COM | $621K | 1.5K | 0.4% | ▲+11% Added · +152 sh | |
| 50 | Cincinnati Finl Corp COM | $586K | 3.2K | 0.4% | ▲+5.9% Added · +176 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.