SARD WEALTH MANAGEMENT GROUP, LLC
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
54
- Value ($000)
$175,275
- Date Filed10/17/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $28.75 M | 16 % | 464,364 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $24.84 M | 14 % | 537,152 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.53 M | 11 % | 56,467 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $16.94 M | 10 % | 89,321 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $13.13 M | 8 % | 93,772 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.19 M | 7 % | 446,621 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $9.07 M | 5 % | 62,272 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.43 M | 5 % | 70,920 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $4.87 M | 3 % | 22,553 | ||
CGIC CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 | $4.35 M | 3 % | 141,322 |
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