SARD WEALTH MANAGEMENT GROUP, LLC
Q4 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
58
- Value ($000)
$182,212
- Date Filed01/08/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $29.58M | 16 % | 470,168 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $26.02M | 14 % | 565,126 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.8M | 10 % | 56,067 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $17.26M | 10 % | 90,081 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78464A763 | $13.34M | 7 % | 95,884 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.53M | 7 % | 456,668 | ||
I ISHARES TR | CORE S&P TTL STK | 464287150 | $9.1M | 5 % | 61,198 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.62M | 5 % | 71,761 | ||
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.09M | 3 % | 23,152 | ||
C CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 | $4.93M | 3 % | 151,551 |
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