Sandro Wealth Management LLC

Sandro Wealth Management’s $125 million book reads like a concentrated quality-and-momentum portfolio with a new defense-sector overlay. The fund’s top five holdings — Alphabet, Nvidia, Apple, Microsoft, and Core Scientific — account for more than 23% of assets and were essentially held through the quarter, but beneath that surface the activity was brisk.

The most telling pattern is in the share-count increases. Microsoft, Costco, Walmart, Visa, NextEra Energy, Amazon, and S&P Global all saw the manager buy more shares even though the value of those positions declined. In each case the share increase was 3–17% while the position value fell; the stock was weaker and Sandro added to it. That is a deliberate accumulation posture, not passive drift.