SARD WEALTH MANAGEMENT GROUP, LLC - Portfolio overview

SARD WEALTH MANAGEMENT GROUP, LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. FV - FIRST TR EXCHANGE TRADED FD, 15.35%
2. FBND - FIDELITY MERRIMACK STR TR, 14.34%
3. VTI - VANGUARD INDEX FDS, 9.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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