§ 13F · FUND PROFILE
SARD WEALTH MANAGEMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162.2T (13F)Positions · 48Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$182.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FV | FIRST TR EXCHANGE TRADED FD | 470K | $29.6T | 16.2% | NEW |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 565K | $26.0T | 14.3% | NEW |
| 3 | VTI | VANGUARD INDEX FDS | 56K | $18.8T | 10.3% | NEW |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 90K | $17.3T | 9.5% | NEW |
| 5 | SDY | SPDR SERIES TRUST | 96K | $13.3T | 7.3% | NEW |
| 6 | SCHD | SCHWAB STRATEGIC TR | 457K | $12.5T | 6.9% | NEW |
| 7 | ITOT | ISHARES TR | 61K | $9.1T | 5.0% | NEW |
| 8 | IJR | ISHARES TR | 72K | $8.6T | 4.7% | NEW |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 23K | $5.1T | 2.8% | NEW |
| 10 | CGIC | CAPITAL GROUP INTERNATIONAL | 152K | $4.9T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SARD SIGNAL
AC read
SARD WEALTH MANAGEMENT GROUP, LLC is a Other fund managing $162238.1 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed