account_balance
Investment manager · 13F filer · SEC CIK 2010095
Sard Wealth Management Group, LLC
Reported value$250Mas of Sep 30, 2026
Positions65 7 new, 3 sold out
Top 10 weight76.7%FV alone is 14%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FVFirst Tr Exchange Traded Fd
14.1%
FBNDFidelity Merrimack STR Tr
11.1%Added +5%
BNDVanguard Bd Index FDS
9.6%New
VTIVanguard Index FDS
8.6%
RSPInvesco Exchange Traded Fd T
7.9%
SCHDSchwab Strategic Tr
6.3%
SDYSPDR Series Trust
6.0%
JIVEJ P Morgan Exchange Traded F
5.1%New
IJRiShares Tr
4.1%
ITOTiShares Tr
4.0%
CGICCapital Group International
3.0%Added +23%
VIGVanguard Specialized Funds
2.2%
FVFirst Tr Exchange Traded Fd
14.1%
FBNDFidelity Merrimack STR Tr
11.1%Added +5%
BNDVanguard Bd Index FDS
9.6%
VTIVanguard Index FDS
8.6%
RSPInvesco Exchange Traded Fd T
7.9%
SCHDSchwab Strategic Tr
6.3%
SDYSPDR Series Trust
6.0%
JIVEJ P Morgan Exchange Traded F
5.1%
IJR4.1%
ITOT
CGIC3.0%
VIG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FV First Tr Exchange Traded Fd 14.1% Held
FBND Fidelity Merrimack STR Tr 11.1% Added +5%
BND Vanguard Bd Index FDS 9.6% New
VTI Vanguard Index FDS 8.6% Held
RSP Invesco Exchange Traded Fd T 7.9% Held
SCHD Schwab Strategic Tr 6.3% Held
SDY SPDR Series Trust 6.0% Held
JIVE J P Morgan Exchange Traded F 5.1% New
IJR iShares Tr 4.1% Held
ITOT iShares Tr 4.0% Held
CGIC Capital Group International 3.0% Added +23%
VIG Vanguard Specialized Funds 2.2% Added +3%
What changed
Biggest moves since Jun 30, 2026
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