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SARD WEALTH MANAGEMENT GROUP, LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    60

  • Value ($000)

    $183,923

  • Date Filed
    04/10/2026
  • Form type
    13F-HR
  • CIK
    0002010095
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

FIRST TR EXCHANGE TRADED FD

DORSEY WRT 5 ETF
33738R605
$28.3M
15 %

468,254

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$26.44M
14 %

579,529

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$17.88M
10 %

55,742

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$17.3M
9 %

90,142

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$14.03M
8 %

457,416

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$14.03M
8 %

96,139

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$8.92M
5 %

71,736

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$8.62M
5 %

60,509

C
CGIC

CAPITAL GROUP INTERNATIONAL

SHS
14021T102
$5.27M
3 %

159,140

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$4.97M
3 %

23,099

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