SARD WEALTH MANAGEMENT GROUP, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$249,632
Net value change ($000)
+40,512 (19.4%)
New positions
8
Sold out positions
4
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
BND 24,016 NEW
JIVE 12,664 NEW
CGIC 1,305 21.5%
EXXONMOBIL HOLDINGS CORP 1,226 NEW
TBUX 1,152 NEW
CGMU 836 151.4%
AAPL 665 19.4%
VGSH 536 NEW
SCHD 528 3.5%
FEGE 512 49.8%
Top Reduces (Value $000, Stocks/ETFs)
MINT -1,183 -64.9%
FV -1,157 -3.2%
XOM -1,030 -100.0%
IJR -709 -6.5%
SDY -329 -2.2%
MS -220 -100.0%
IBM -204 -100.0%
ETR -201 -100.0%
HD -171 -15.4%
SPLV -146 -4.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type