SARD WEALTH MANAGEMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, SARD WEALTH MANAGEMENT GROUP, LLC held in its portfolio 58 assets valued at $182,211,958 (i.e. $182.21M).
The most valuable assets in the portfolio included: FIRST TR EXCHANGE TRADED FD ($29.58M), FIDELITY MERRIMACK STR TR ($26.02M), and VANGUARD INDEX FDS ($18.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SARD WEALTH MANAGEMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | 470168 | 29582806 | DORSEY WRT 5 ETF |
| FIDELITY MERRIMACK STR TR | 565126 | 26018383 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 56067 | 18797651 | TOTAL STK MKT |
| INVESCO EXCHANGE TRADED FD T | 90081 | 17255858 | S&P500 EQL WGT |
| SPDR SERIES TRUST | 95884 | 13343225 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 456668 | 12526412 | US DIVIDEND EQ |
| ISHARES TR | 61198 | 9099601 | CORE S&P TTL STK |
| ISHARES TR | 71761 | 8624241 | CORE S&P SCP ETF |
| VANGUARD SPECIALIZED FUNDS | 23152 | 5088412 | DIV APP ETF |
| CAPITAL GROUP INTERNATIONAL | 151551 | 4925402 | SHS |
| PIMCO ETF TR | 32647 | 3275768 | ENHAN SHRT MA AC |
| INVESCO EXCH TRADED FD TR II | 39890 | 2848933 | S&P500 LOW VOL |
| APPLE INC | 9234 | 2510372 | COM |
| T ROWE PRICE ETF INC | 64085 | 2449336 | CAP APPRECIATION |
| MICROSOFT CORP | 4517 | 2184656 | COM |
| PROCTER AND GAMBLE CO | 10618 | 1521606 | COM |
| MCKESSON CORP | 1783 | 1462180 | COM |
| NVIDIA CORPORATION | 7822 | 1458747 | COM |
| AMAZON COM INC | 5503 | 1270202 | COM |
| HOME DEPOT INC | 3142 | 1081057 | COM |
| PALANTIR TECHNOLOGIES INC | 5182 | 921101 | CL A |
| EXXON MOBIL CORP | 7627 | 917864 | COM |
| DIMENSIONAL ETF TRUST | 20573 | 814500 | US CORE EQUITY 2 |
| INNOVATOR ETFS TRUST | 21912 | 807693 | QUITY MANAGD FLR |
| SOUTHERN CO | 8519 | 742835 | COM |
| COCA COLA CO | 10207 | 713600 | COM |
| ALPHABET INC | 2182 | 682952 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1303 | 654953 | CL B NEW |
| ISHARES TR | 2567 | 631965 | RUSSELL 2000 ETF |
| INVESCO EXCH TRADED FD TR II | 24226 | 625276 | RAFI EMRGNG MRKT |
| CAPITAL GROUP GROWTH ETF | 12612 | 560869 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 17987 | 492487 | MUNICIPAL INCOME |
| CAPITAL GROUP DIVIDEND VALUE | 11268 | 491733 | SHS CREATION UNI |
| META PLATFORMS INC | 733 | 483993 | CL A |
| BANK AMERICA CORP | 8725 | 479894 | COM |
| WALMART INC | 4289 | 477876 | COM |
| DOMINION ENERGY INC | 7493 | 439007 | COM |
| AT&T INC | 16286 | 404553 | COM |
| VANGUARD BD INDEX FDS | 7388 | 368204 | VANGUARD ULTRA |
| UNITED PARCEL SERVICE INC | 3660 | 363059 | CL B |
| CONSOLIDATED EDISON INC | 3455 | 343139 | COM |
| INVESTMENT MANAGERS SER TR I | 17855 | 332574 | ASTORIA REAL |
| ISHARES BITCOIN TRUST ETF | 6330 | 314285 | SHS BEN INT |
| JOHNSON & JOHNSON | 1485 | 307330 | COM |
| ISHARES TR | 3176 | 304957 | MSCI EAFE ETF |
| CAPITAL GROUP DIVIDEND GROWE | 7896 | 281413 | SHS ETF |
| ACCENTURE PLC IRELAND | 1030 | 276349 | SHS CLASS A |
| CAPITAL GROUP NEW GEOGRAPHY | 8595 | 274439 | SHS |
| ISHARES GOLD TR | 3334 | 270621 | ISHARES NEW |
| INVESCO EXCHANGE TRADED FD T | 2346 | 267116 | S&P 500 GARP ETF |
| ISHARES TR | 1218 | 261492 | US AER DEF ETF |
| INVESCO EXCHANGE TRADED FD T | 1653 | 258909 | AEROSPACE DEFN |
| ABBVIE INC | 1084 | 247668 | COM |
| ISHARES TR | 1688 | 238300 | SELECT DIVID ETF |
| FEDERATED HERMES PREM MUNI I | 20598 | 228845 | COM |
| ALLSTATE CORP | 986 | 205260 | COM |
| PACER FDS TR | 3602 | 200199 | TRENDP US LAR CP |
| DNP SELECT INCOME FD INC | 20000 | 199800 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.