StockDriftsStockDriftsTop 50 Sandro Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.88% | 22.8K | $8.1M | -11.93%(-3.08K) | $279.26(+25.86%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.69% | 39.4K | $7.9M | +5.24%(+1.96K) | $185.96(+18.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.28% | 25.3K | $7.3M | +5.07%(+1.22K) | $263.45(+16.41%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.43% | 16.4K | $6.1M | +3.95%(+625) | $490.90(+2.42%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.51% | 20.4K | $4.9M | +4.22%(+825) | $224.81(+22.30%) | 2026-06-30 | |
| VICR | VICOR CORP | 2.88% | 10.5K | $4.0M | -0.94%(-100) | $79.66(+170.25%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.75% | 7.4K | $3.8M | +1.26%(+92) | $566.12(-0.42%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.67% | 9.8K | $3.7M | +4.17%(+392) | $343.41(+22.41%) | 2026-06-30 | |
| V | VISA INC | 2.46% | 9.9K | $3.4M | +1.47%(+144) | $344.88(+4.80%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 2.46% | 1.7K | $3.4M | +0.00%(+0) | $1018.98(+77.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.42% |
Sandro Wealth Management LLC reports $138.39M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.9%), NVDA (5.7%) and AAPL (5.3%). The top 20 holdings account for 58.6% of reported assets. Its disclosed equity book has returned +11.78% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sandro Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107860). View Sandro Wealth Management LLC’s 13F filings on SEC