Sard Wealth Management Group, LLC
Sard Wealth Management Group, LLC reported 61 holdings worth US$209M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Sard Wealth Management Group, LLC reported 61 holdings worth US$209M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Microsoft Corp. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$209M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 11,839 | US$3.43M | 1.6% |
| Amazon.com, Inc. | 7,917 | US$1.89M | 0.90% |
| Microsoft Corp. | 4,482 | US$1.67M | 0.80% |
| Procter & Gamble Company (the) | 10,724 | US$1.57M | 0.75% |
| Nvidia Corporation | 7,369 | US$1.47M | 0.71% |
| Mckesson Corporation | 1,582 | US$1.2M | 0.57% |
| Home Depot, Inc. (the) | 3,140 | US$1.11M | 0.53% |
| Exxon Mobil Corporation | 7,533 | US$1.03M | 0.49% |
| Alphabet Inc (google) Class C | 2,645 | US$945K | 0.45% |
| Berkshire Hathaway Inc. | 1,852 | US$927K | 0.44% |
| Southern Company (the) | 8,649 | US$828K | 0.40% |
| Coca-cola Company (the) | 10,089 | US$820K | 0.39% |
| Palantir Technologies Inc. | 4,800 | US$560K | 0.27% |
| Meta Platforms, Inc. | 946 | US$533K | 0.25% |
| Dominion Energy, Inc. | 7,562 | US$516K | 0.25% |
| Bank Of America Corporation | 8,607 | US$490K | 0.23% |
| Walmart Inc. | 4,144 | US$469K | 0.22% |
| United Parcel Service, Inc. | 4,027 | US$433K | 0.21% |
| Johnson & Johnson | 1,527 | US$388K | 0.19% |
| Consolidated Edison, Inc. | 3,473 | US$384K | 0.18% |
| At&t Inc. | 16,410 | US$340K | 0.16% |
| Abbvie Inc. | 1,231 | US$310K | 0.15% |
| Ge Aerospace | 655 | US$245K | 0.12% |
| Allstate Corporation (the) | 986 | US$235K | 0.11% |
| Morgan Stanley | 1,051 | US$220K | 0.11% |
| International Business Machines Corporation | 727 | US$204K | 0.10% |
| Entergy Corporation | 1,747 | US$201K | 0.10% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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