Holdings
Sard Wealth Management Group, LLC
As of Sep 30, 2026, Sard Wealth Management Group, LLC reported 62 positions worth US$247M. Largest: First Trust Dorsey Wright Focus 5 ETF, Fidelity Total Bond ETF and Vanguard Total Bond Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| First Trust Dorsey Wright Focus 5 ETF | 479K | US$35.2M | new | Sep 30, 2026 |
| Fidelity Total Bond ETF | 640K | US$27.7M | new | Sep 30, 2026 |
| Vanguard Total Bond Market ETF | 342K | US$24M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 57,604 | US$21.6M | new | Sep 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 94,437 | US$19.6M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 480K | US$15.6M | new | Sep 30, 2026 |
| State Street SPDR S&P Dividend ETF | 102K | US$14.9M | new | Sep 30, 2026 |
| JPMorgan International Value ETF | 133K | US$12.7M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 75,496 | US$10.3M | new | Sep 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 59,678 | US$9.92M | new | Sep 30, 2026 |