Home › SARD WEALTH MANAGEMENT GROUP, LLC

SARD WEALTH MANAGEMENT GROUP, LLC 13F holdings

Filed 2026-08-12 · SARD WEALTH MANAGEMENT GROUP, LLC · 61 positions · $209.1M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
FVFIRST TR EXCHANGE TRADED FD478.8K$36.3M17.4%
FBNDFIDELITY MERRIMACK STR TR612.7K$27.9M13.3%
VTIVANGUARD INDEX FDS57.2K$21.2M10.1%
RSPINVESCO EXCHANGE TRADED FD T93.0K$19.8M9.5%
SDYSPDR SERIES TRUST99.9K$15.2M7.3%
SCHDSCHWAB STRATEGIC TR475.7K$15.1M7.2%
IJRISHARES TR74.0K$11.0M5.3%
ITOTISHARES TR59.9K$9.8M4.7%
CGICCAPITAL GROUP INTERNATIONAL167.1K$6.1M2.9%
VIGVANGUARD SPECIALIZED FUNDS23.2K$5.5M2.6%
AAPLAPPLE INC11.8K$3.4M1.6%
SPLVINVESCO EXCH TRADED FD TR II39.4K$3.0M1.4%
TCAFT ROWE PRICE EXCHANGE-TRADED65.6K$2.7M1.3%
AMZNAMAZON COM INC7.9K$1.9M0.9%
MINTPIMCO ETF TR18.1K$1.8M0.9%
CGSMCAPITAL GRP FIXED INCM ETF T67.1K$1.8M0.8%
MSFTMICROSOFT CORP4.5K$1.7M0.8%
PGPROCTER & GAMBLE CO10.7K$1.6M0.8%
NVDANVIDIA CORPORATION7.4K$1.5M0.7%
MCKMCKESSON CORP1.6K$1.2M0.6%
HDHOME DEPOT INC3.1K$1.1M0.5%
EXMOCEXXON MOBIL CORP7.5K$1.0M0.5%
FEGERBB FUND TRUST21.0K$1.0M0.5%
GOOGLALPHABET INC2.6K$945,3630.5%
BRK-BBERKSHIRE HATHAWAY INC DEL1.9K$926,7220.4%
DFACDIMENSIONAL ETF TRUST20.4K$907,1220.4%
SFLRINNOVATOR ETFS TRUST21.9K$846,6150.4%
SOSOUTHERN CO8.6K$827,8190.4%
KOCOCA COLA CO10.1K$819,9600.4%
IWMISHARES TR2.6K$774,0900.4%
CGNGCAPITAL GROUP NEW GEOGRAPHY19.8K$742,1580.4%
PXHINVESCO EXCH TRADED FD TR II23.7K$661,9280.3%
CGGRCAPITAL GROUP GROWTH ETF13.1K$616,3990.3%
PLTRPALANTIR TECHNOLOGIES INC4.8K$560,0160.3%
CGMUCAPITAL GRP FIXED INCM ETF T20.1K$552,1250.3%
METAMETA PLATFORMS INC946$532,6220.3%
DDOMINION ENERGY INC7.6K$516,3940.2%
BACBANK OF AMER CORP8.6K$490,4310.2%
WMTWALMART INC4.1K$469,3170.2%
UPSUNITED PARCEL SVCS INC4.0K$432,9360.2%
JNJJOHNSON & JOHNSON1.5K$387,9050.2%
EDCONSOLIDATED EDISON INC3.5K$384,1740.2%
PPIINVESTMENT MANAGERS SER TR I18.0K$383,3060.2%
VUSBVANGUARD BD INDEX FDS7.5K$372,0420.2%
TAT&T INC16.4K$339,6960.2%
EFAISHARES TR3.2K$335,0560.2%
CGDVCAPITAL GROUP DIVIDEND VALUE6.6K$323,7310.2%
PPAINVESCO EXCHANGE TRADED FD T1.8K$311,4130.1%
ABBVABBVIE INC1.2K$309,8860.1%
ITAISHARES TR1.2K$295,6680.1%
SPGPINVESCO EXCHANGE TRADED FD T2.4K$288,5060.1%
DVYISHARES TR1.7K$265,3460.1%
IAUISHARES GOLD TR3.3K$251,7500.1%
GEGE AEROSPACE655$244,9750.1%
ALLALLSTATE CORP986$234,6360.1%
—FEDERATED HERMES PREM MUNI I19.7K$226,4230.1%
MSMORGAN STANLEY1.1K$219,7510.1%
DNPDNP SELECT INCOME FD INC20.0K$215,8000.1%
IBITISHARES BITCOIN TRUST ETF6.4K$212,2570.1%
IBMINTERNATIONAL BUSINESS MACHS727$204,3410.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}