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 51–58 of 58
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| FMN | FEDERATED HERMES PREM MUNI I | 21K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 986 | $100K–$500K | SH |
| PTLC | PACER FDS TR | 4K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 20K | $100K–$500K | SH |