13F Filings History of SARD WEALTH MANAGEMENT GROUP, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$182,211,958
Signature - Title
Jonathan Sard - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by SARD WEALTH MANAGEMENT GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SARD WEALTH MANAGEMENT GROUP, LLC reported 58 stock holdings with total value $182,211,958 as of Q4 2025. Top holdings included FV, FBND, VTI, RSP, and SDY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $182,211,958 +$6,179,417 -$759,693 +$5,419,724 FV, FBND, VTI, RSP, SDY 13F-HR 08 Jan 2026, 09:02
Q3 2025 54 $175,275,319 +$6,039,638 -$945,173 +$5,094,465 FV, FBND, VTI, RSP, SDY 13F-HR 17 Oct 2025, 12:20
Q2 2025 48 $162,238,055 +$7,369,258 -$808,601 +$6,560,657 FV, FBND, VTI, RSP, SDY 13F-HR 08 Jul 2025, 17:33
Q1 2025 48 $149,209,656 +$3,638,802 -$153,626 +$3,485,176 FV, FBND, VTI, RSP, SDY 13F-HR 11 Apr 2025, 10:41
Q4 2024 46 $148,900,941 +$8,615,929 -$1,606,670 +$7,009,259 FV, FBND, VTI, RSP, SDY 13F-HR 15 Jan 2025, 07:54
Q3 2024 46 $151,304,519 +$1,600,922 -$1,136,537 +$464,385 FV, FBND, RSP, VTI, SDY 13F-HR 17 Oct 2024, 16:51
Q2 2024 45 $142,436,056 +$49,093,322 -$17,860,297 +$31,233,025 FV, FBND, VTI, RSP, SDY 13F-HR 15 Jul 2024, 08:23
Q1 2024 41 $110,673,751 +$5,487,529 -$1,384,868 +$4,102,661 FV, SDY, VTI, ITOT, FBND 13F-HR 15 Apr 2024, 14:23
Q4 2023 42 $99,071,045 $0 $0 $0 FV, SDY, VTI, ITOT, DVY 13F-HR 12 Feb 2024, 12:44