SARD WEALTH MANAGEMENT GROUP, LLC
SARD WEALTH MANAGEMENT GROUP, LLC reported 61 positions worth $209.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: FV (17.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FV | SH | $36.3M | 17.37% | 478,783 | — | — | |
| ▸ 2 | FBND | SH | $27.9M | 13.33% | 612,680 | — | — | |
| ▸ 3 | VTI | SH | $21.2M | 10.13% | 57,239 | — | — | |
| ▸ 4 | RSP | SH | $19.8M | 9.46% | 92,955 | — | — | |
| ▸ 5 | SDY | SH | $15.2M | 7.27% | 99,881 | — | — | |
| ▸ 6 | SCHD | SH | $15.1M | 7.21% | 475,724 | — | — | |
| ▸ 7 | IJR | SH | $11.0M | 5.25% | 74,029 | — | — | |
| ▸ 8 | ITOT | SH | $9.8M | 4.71% | 59,943 | — | — | |
| ▸ 9 | CGIC | SH | $6.1M | 2.91% | 167,122 | — | — | |
| ▸ 10 | VIG | SH | $5.5M | 2.63% | 23,241 | — | — |
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Frequently Asked Questions
What stocks does SARD WEALTH MANAGEMENT GROUP, LLC hold as of Q2 2026?
SARD WEALTH MANAGEMENT GROUP, LLC reported 61 positions worth $209.1M in its Q2 2026 13F filing. Largest positions: FV (17.4%), FBND (13.3%), VTI (10.1%), RSP (9.5%) and SDY (7.3%).
What did SARD WEALTH MANAGEMENT GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SARD WEALTH MANAGEMENT GROUP, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.