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Sard Wealth Management Group - Q3 2026 13F Filings

SA

Sard Wealth Management Group, LLC

CIK: 0002010095
Address: Georgia Atlanta 5607 Glenridge Drive Suite 275, Building Ii
$249.63 M
Portfolio Value
65
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. BND Vanguard Total Bond Market Etf
+$24.02 M
2. JIVE Jpmorgan International Value Etf
+$12.66 M
3. CGIC Capital Group International Core Equity Etf
+$1.37 M
4. FBND Fidelity Total Bond Etf
+$1.2 M
5. TBUX T Rowe Price Ultra Short-Term Bond Etf
+$1.15 M

Top Sells

Q3 2026
1. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
−$1.18 M
2. MS Morgan Stanley
−$219,751
3. IBM International Business Machines Corporation
−$204,341
4. ETR Entergy Corporation
−$200,660
5. PLTR Palantir Technologies
−$141,222.7

Asset Allocation

Stocks/ETFs
+19.37%
$249.63 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sard Wealth Management Group Q3 2026 Filing Summary

Sard Wealth Management Group, LLC filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 249.63 M reflecting a +19.37% change from the prior quarter, spanning 65 assets. The top 10 holdings comprised 76.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Sard Wealth Management Group’s Q3 2026 Filing

Sard Wealth Management Group submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Sard Wealth Management Group reported a managed portfolio value of 249.63 M, consisting of 65 individual positions.

This page displays the raw filing documents. To see which stocks Sard Wealth Management Group bought or sold during Q3 2026, please visit Sard Wealth Management Group's Portfolio Analysis page.