Sard Wealth Management Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationatlanta, GA
- CIK0002010095
- Alternate namesSAR WEALTH MANAGEMENT GROUP, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
48 | $162.24 M | FIRST TR EXCHANGE-TRADED FD, FBND, VTI, RSP | 13F-HR | Jul 9, 2025 | 000195175725000594 | ||
48 | $149.21 M | FIRST TR EXCHANGE-TRADED FD, FBND, VTI, RSP | 13F-HR | Apr 11, 2025 | 000195175725000333 | ||
46 | $148.90 M | FIRST TR EXCHANGE-TRADED FD, FBND, VTI, RSP | 13F-HR | Jan 15, 2025 | 000195175725000030 | ||
46 | $151.31 M | FIRST TR EXCHANGE-TRADED FD, FBND, RSP, VTI | 13F-HR | Oct 17, 2024 | 000195175724001064 | ||
45 | $142.44 M | FIRST TR EXCHANGE-TRADED FD, FBND, VTI, RSP | 13F-HR | Jul 15, 2024 | 000195175724000512 | ||
41 | $110.67 M | FIRST TR EXCHANGE-TRADED FD, KRE, VTI, ITOT | 13F-HR | Apr 15, 2024 | 000195175724000296 | ||
42 | $99.07 M | FIRST TR EXCHANGE-TRADED FD, KRE, VTI, ITOT | 13F-HR | Feb 12, 2024 | 000195175724000242 |