SARD WEALTH MANAGEMENT GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$182,212
Net value change ($000)
+6,937 (4.0%)
New positions
5
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 1,180 4.8%
FV 830 2.9%
CGIC 571 13.1%
CGMU 492 NEW
SCHD 333 2.7%
PLTR 312 51.2%
RSP 312 1.8%
NVDA 281 23.9%
VTI 267 1.4%
ITA 261 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPLV -258 -8.3%
BITY -209 -100.0%
PG -149 -8.9%
HD -146 -11.9%
IBIT -86 -21.5%
T -55 -12.0%
META -48 -9.0%
D -19 -4.1%
BRK-B -12 -1.8%
SO -11 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type