SARD WEALTH MANAGEMENT GROUP, LLC: summary

SARD WEALTH MANAGEMENT GROUP, LLC reported 65 positions with a reported value of $249.63M in its 13F for Q3 2026. Compared with Q2 2026: 8 new positions, 4 exited.

Top positions

• FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
• FIDELITY MERRIMACK STR TR
• VANGUARD TOTAL BOND MARKET ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• INVESCO S&P 500 EQUAL WEIGHT ETF
• SCHWAB US DIVIDEND EQUITY ETF
• STATE STREET SPDR S&P DIVIDEND ETF
• J P MORGAN EXCHANGE TRADED F
• ISHARES CORE S&P SMALL CAP ETF
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF