SARD WEALTH MANAGEMENT GROUP, LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
48
- Value ($000)
$162,238
- Date Filed07/09/2025
- Form type13F-HR
- CIK0002010095
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $27.29M | 17 % | 460,591 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $23.31M | 14 % | 509,549 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $16.98M | 11 % | 55,854 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $15.96M | 10 % | 87,811 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $12.66M | 8 % | 93,275 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.40M | 7 % | 430,270 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $8.52M | 5 % | 63,083 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.66M | 5 % | 70,116 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.56M | 3 % | 22,284 | ||
CGIC CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 | $3.68M | 2 % | 126,549 |
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