SARD WEALTH MANAGEMENT GROUP, LLC: 13F holdings
CIK 20100952026Q2
| Positions | 61 |
|---|
| Reported value | $209.1m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 61 (+1 vs prior quarter) |
|---|
| Reported value | $209.1m (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FV FIRST TR EXCHANGE TRADED FD | 478,783 | $36.3m | 17.4% |
| FBND FIDELITY MERRIMACK STR TR | 612,680 | $27.9m | 13.3% |
| VTI VANGUARD INDEX FDS | 57,239 | $21.2m | 10.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 92,955 | $19.8m | 9.5% |
| SDY SPDR SERIES TRUST | 99,881 | $15.2m | 7.3% |
| SCHD SCHWAB STRATEGIC TR | 475,724 | $15.1m | 7.2% |
| IJR ISHARES TR | 74,029 | $11.0m | 5.3% |
| ITOT ISHARES TR | 59,943 | $9.8m | 4.7% |
| CGIC CAPITAL GROUP INTERNATIONAL | 167,122 | $6.1m | 2.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 23,241 | $5.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010095")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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