Positano Wealth Management Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 72.9%; sector active share 48.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 58.2% | $107,472,144 |
| Financial Services | 22.5% | $41,490,532 |
| Communication Services | 14.7% | $27,255,964 |
| Consumer Cyclical | 4.3% | $8,006,967 |
| Unclassified | 0.3% | $575,258 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CB | Chubb Ltd | +15,825 | 56,689 | $19,316,209 | |
| CRM | Salesforce, Inc. | +12,316 | 54,462 | $8,532,016 | |
| MSFT | Microsoft Corp | +10,709 | 55,310 | $20,631,736 | |
| V | Visa Inc. | +8,524 | 57,425 | $19,701,943 | |
| NVDA | Nvidia Corp | +7,431 | 128,783 | $25,768,190 | |
| UBER | Uber Technologies, Inc | +5,370 | 16,000 | $1,154,560 | |
| FUTU | Futu Holdings Ltd | +2,727 | 5,123 | $480,230 | |
| INTU | Intuit Inc. | +1,556 | 3,285 | $857,385 | |
| GOOGL | Alphabet Inc. | +1,522 | 75,168 | $26,862,788 | |
| AJG | Arthur J. Gallagher & Co. | +893 | 957 | $219,698 | |
| MKL | Markel Group Inc. | +886 | 899 | $1,755,755 | |
| MU | Micron Technology Inc | +381 | 23,114 | $26,680,259 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +170 | 20,352 | $9,719,504 | |
| META | Meta Platforms, Inc. | +39 | 698 | $393,176 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAOI | Applied Optoelectronics, Inc. | 80 | $11,852 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ATHM | Autohome Inc. | 25,388 | $440,989 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 75,168 | $26,862,788 | 14.54% | |
| MU |
Micron Technology Inc
Technology
|
Added | 23,114 | $26,680,259 | 14.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 128,783 | $25,768,190 | 13.94% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 55,310 | $20,631,736 | 11.16% | |
| V |
Visa Inc.
Financial Services
|
Added | 57,425 | $19,701,943 | 10.66% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 56,689 | $19,316,209 | 10.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 20,352 | $9,719,504 | 5.26% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 54,462 | $8,532,016 | 4.62% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Held | 180,389 | $8,137,347 | 4.40% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Reduced | 21,606 | $8,006,967 | 4.33% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 17,031 | $3,147,158 | 1.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,064 | $2,668,426 | 1.44% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 899 | $1,755,755 | 0.95% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 16,000 | $1,154,560 | 0.62% | |
| INTU |
Intuit Inc.
Technology
|
Added | 3,285 | $857,385 | 0.46% | |
| FISV |
Fiserv Inc
|
Held | 11,728 | $575,258 | 0.31% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
Added | 5,123 | $480,230 | 0.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 698 | $393,176 | 0.21% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 957 | $219,698 | 0.12% | |
| CIEN |
Ciena Corp
Technology
|
Held | 246 | $120,677 | 0.07% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 80 | $23,148 | 0.01% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 97 | $19,886 | 0.01% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 41 | $16,697 | 0.01% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
NEW | 80 | $11,852 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.