Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SARD WEALTH MANAGEMENT GROUP, LLC (CIK 2010095) reported $183.9M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FV ($28.3M, 15.39%), FBND ($26.4M, 14.37%), VTI ($17.9M, 9.72%), RSP ($17.3M, 9.41%), SCHD ($14.0M, 7.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FV | FIRST TR EXCHANGE TRADED FD | $28.3M | 15.39% | 468,254 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $26.4M | 14.37% | 579,529 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $17.9M | 9.72% | 55,742 | Trimmed |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $17.3M | 9.41% | 90,142 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $14.0M | 7.63% | 457,416 | Added |
| 6 | SDY | SPDR SERIES TRUST | $14.0M | 7.63% | 96,139 | Added |
| 7 | IJR | ISHARES TR | $8.9M | 4.85% | 71,736 | Trimmed |
| 8 | ITOT | ISHARES TR | $8.6M | 4.69% | 60,509 | Trimmed |
| 9 | CGIC | CAPITAL GROUP INTERNATIONAL | $5.3M | 2.86% | 159,140 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 2.70% | 23,099 | Trimmed |
| 11 | MINT | PIMCO ETF TR | $3.3M | 1.79% | 32,737 | Added |
| 12 | AAPL | APPLE INC | $3.2M | 1.72% | 12,446 | Added |
| 13 | SPLV | INVESCO EXCH TRADED FD TR II | $2.9M | 1.58% | 39,669 | Trimmed |
| 14 | TCAF | T ROWE PRICE ETF INC | $2.3M | 1.24% | 64,211 | Added |
| 15 | MSFT | MICROSOFT CORP | $1.7M | 0.90% | 4,470 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.6M | 0.89% | 7,833 | Added |
| 17 | PG | PROCTER & GAMBLE CO | $1.5M | 0.84% | 10,670 | Added |
| 18 | MCK | MCKESSON CORP | $1.4M | 0.74% | 1,581 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $1.3M | 0.69% | 7,309 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $1.3M | 0.69% | 7,530 | Trimmed |
| 21 | HD | HOME DEPOT INC | $1.0M | 0.56% | 3,120 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $887,958 | 0.48% | 1,853 | Added |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $801,507 | 0.44% | 20,626 | Added |
| 24 | SO | SOUTHERN CO | $817,453 | 0.44% | 8,469 | Trimmed |
| 25 | SFLR | INNOVATOR ETFS TRUST | $776,385 | 0.42% | 21,926 | Added |
Source: SEC Form 13F filings · as of 2026-03-31