SARD WEALTH MANAGEMENT GROUP, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 209,120
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 61 | 209,120 | 13F-HR | SARD WEALTH MANAGEMENT GROUP, LLC |
| Q1 2026 | 4/10/2026 | 60 | 183,923 | 13F-HR | SARD WEALTH MANAGEMENT GROUP, LLC |
| Q4 2025 | 1/8/2026 | 58 | 182,212 | 13F-HR | SARD WEALTH MANAGEMENT GROUP, LLC |
| Q3 2025 | 10/17/2025 | 54 | 175,275 | 13F-HR | SARD WEALTH MANAGEMENT GROUP, LLC |
| Q2 2025 | 7/9/2025 | 48 | 162,238 | 13F-HR | SARD WEALTH MANAGEMENT GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.96 K | 16.7% | 5.779 K | 0 | 5.779 K |
| ETFs | 174.2 K | 83.3% | 19.42 K | 0 | 19.42 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
209,120
Holdings
61
QoQ value change ($000)
25,197
(13.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.