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 $209.1M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FV ($36.3M, 17.37%), FBND ($27.9M, 13.33%), VTI ($21.2M, 10.13%), RSP ($19.8M, 9.46%), SDY ($15.2M, 7.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FV | FIRST TR EXCHANGE TRADED FD | $36.3M | 17.37% | 478,783 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $27.9M | 13.33% | 612,680 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $21.2M | 10.13% | 57,239 | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $19.8M | 9.46% | 92,955 | Added |
| 5 | SDY | SPDR SERIES TRUST | $15.2M | 7.27% | 99,881 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $15.1M | 7.21% | 475,724 | Added |
| 7 | IJR | ISHARES TR | $11.0M | 5.25% | 74,029 | Added |
| 8 | ITOT | ISHARES TR | $9.8M | 4.71% | 59,943 | Trimmed |
| 9 | CGIC | CAPITAL GROUP INTERNATIONAL | $6.1M | 2.91% | 167,122 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 2.63% | 23,241 | Added |
| 11 | AAPL | APPLE INC | $3.4M | 1.64% | 11,839 | Trimmed |
| 12 | SPLV | INVESCO EXCH TRADED FD TR II | $3.0M | 1.41% | 39,447 | Trimmed |
| 13 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $2.7M | 1.29% | 65,619 | Added |
| 14 | AMZN | AMAZON COM INC | $1.9M | 0.90% | 7,917 | Added |
| 15 | MINT | PIMCO ETF TR | $1.8M | 0.87% | 18,091 | Trimmed |
| 16 | CGSM | CAPITAL GRP FIXED INCM ETF T | $1.8M | 0.85% | 67,127 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.7M | 0.80% | 4,482 | Added |
| 18 | PG | PROCTER & GAMBLE CO | $1.6M | 0.75% | 10,724 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $1.5M | 0.71% | 7,369 | Added |
| 20 | MCK | MCKESSON CORP | $1.2M | 0.57% | 1,582 | Added |
| 21 | HD | HOME DEPOT INC | $1.1M | 0.53% | 3,140 | Added |
| 22 | XOM | EXXON MOBIL CORP | $1.0M | 0.49% | 7,533 | Added |
| 23 | FEGE | RBB FUND TRUST | $1.0M | 0.49% | 21,017 | Added |
| 24 | GOOGL | ALPHABET INC | $945,363 | 0.45% | 2,645 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $926,722 | 0.44% | 1,852 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30