CIK 2010095
SARD WEALTH MANAGEMENT GROUP, LLC
Institutional 13F holdings & portfolio
Holdings
58
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 58
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | 470K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 565K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 90K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 96K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 457K | $1M+ | SH |
| ITOT | ISHARES TR | 61K | $1M+ | SH |
| IJR | ISHARES TR | 72K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 23K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 152K | $1M+ | SH |
| MINT | PIMCO ETF TR | 33K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 40K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 22K | $500K+ | SH |
| SO | SOUTHERN CO | 9K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| PXH | INVESCO EXCH TRADED FD TR II | 24K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 13K | $500K+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 18K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11K | $100K–$500K | SH |
| META | META PLATFORMS INC | 733 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 7K | $100K–$500K | SH |
| T | AT&T INC | 16K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 7K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| PPI | INVESTMENT MANAGERS SER TR I | 18K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 8K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 9K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |