Sandro Wealth Management LLC
All 13F Filings
- Location
- Fairfield, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 124,913
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 99 | 124,913 | 13F-HR | Sandro Wealth Management LLC |
| Q4 2025 | 2/2/2026 | 93 | 120,824 | 13F-HR | Sandro Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.7 K | 91.8% | 0 | 1.368 K | -1.368 K |
| ETFs | 9.227 K | 7.4% | 6.409 K | 0 | 6.409 K |
| Debt | 970 | 0.8% | 23 | 0 | 23 |
| Other | 0 | 0.0% | 0 | 976 | -976 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
124,913
Holdings
99
QoQ value change ($000)
4,089
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.