SARD WEALTH MANAGEMENT GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$183,923
Net value change ($000)
+1,711 (0.9%)
New positions
4
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 1,508 12.0%
SDY 687 5.1%
AAPL 649 25.9%
FBND 420 1.6%
AMZN 361 28.4%
XOM 360 39.2%
CGSM 347 NEW
CGIC 344 7.0%
IJR 294 3.4%
BRK-B 233 35.6%
Top Reduces (Value $000, Stocks/ETFs)
FV -1,283 -4.3%
VTI -915 -4.9%
MSFT -530 -24.3%
ITOT -482 -5.3%
CGDG -281 -100.0%
CGDV -213 -43.3%
PTLC -200 -100.0%
NVDA -184 -12.6%
PLTR -165 -17.9%
TCAF -164 -6.7%
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