SARD WEALTH MANAGEMENT GROUP, LLC - Portfolio Stock Holdings
SARD WEALTH MANAGEMENT GROUP, LLC disclosed 68 stock positions in a recent SEC 13F filing. $249,632,051 of stock holdings were filed, with the largest holdings including FV, FBND, and BND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $463,973,082 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
68Est. Stock Holding Value:
$249,632,051Top Stock Holdings By Sector
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Portfolio Stock Holdings - SARD WEALTH MANAGEMENT GROUP, LLC
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