StockDriftsStockDriftsTop 50 Sard Wealth Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TR EXCHANGE TRADED FD | 14.09% | 479.2K | $35.2M | +0.09%(+443) | $48.87(+50.58%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 11.11% | 640.4K | $27.7M | +4.53%(+27.74K) | $45.22(-3.40%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 9.62% | 342.4K | $24.0M | new | $71.78(-1.64%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 8.64% | 57.6K | $21.6M | +0.64%(+365) | $237.42(+58.18%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.87% | 94.4K | $19.6M | +1.59%(+1.48K) | $165.46(+28.98%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.25% | 480.0K | $15.6M | +0.89%(+4.24K) | $26.70(+28.24%) | 2026-09-30 | |
| SDY | SPDR SERIES TRUST | 5.96% | 101.5K | $14.9M | +1.64%(+1.64K) | $122.71(+25.58%) | 2026-09-30 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 5.07% | 133.0K | $12.7M | new | $93.59(+0.38%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.11% | 75.5K | $10.3M | +1.98%(+1.47K) | $110.36(+23.07%) | 2026-09-30 | |
| ITOT | ISHARES TR | 3.98% | 59.7K | $9.9M | -0.44%(-265) | $99.72(+67.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.79% |
Sard Wealth Management Group LLC reports $249.63M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are FV (14.1%), FBND (11.1%) and BND (9.6%). The top 20 holdings account for 89.4% of reported assets. Its disclosed equity book has returned +28.13% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sard Wealth Management Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010095). View Sard Wealth Management Group LLC’s 13F filings on SEC