Sard Wealth Management Group
Sard Wealth Management Group reported 65 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are FV (14.1%), FBND (11.1%) and BND (9.6%). Compared with Q2 2026, the fund opened new positions in BND, JIVE and XOM, added to FBND, VTI and RSP, trimmed ITOT, MSFT and AMZN and sold out of XOM, MS and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FV First Trust | $35.2M | 14.1% | 479K | No change | 8 of 8 | |
| 2 |  FBND Fidelity Total Bond ETF | $27.7M | 11.1% | 640K | +28K (+5%) | 8 of 8 | |
| 3 |  BND Vanguard BD Index Fds | $24M | 9.6% | 342K | New position | 1 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $21.6M | 8.6% | 58K | +365 (+1%) | 8 of 8 | |
| 5 |  RSP Invesco Exchange Traded FD T | $19.6M | 7.9% | 94K | +1,482 (+2%) | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $15.6M | 6.3% | 480K | +4,235 (+1%) | 8 of 8 | |
| 7 |  SDY State Street Spdr S&P Div ETF | $14.9M | 6.0% | 102K | +1,640 (+2%) | 8 of 8 | |
| 8 |  JIVE J P Morgan Exchange Traded F | $12.7M | 5.1% | 133K | New position | 1 of 8 | |
| 9 |  IJR Ishares TR | $10.3M | 4.1% | 75K | +1,467 (+2%) | 8 of 8 | |
| 10 |  ITOT Ishares TR | $9.9M | 4.0% | 60K | −265 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sard Wealth Management Group 13F FAQ
What does Sard Wealth Management Group own?
Sard Wealth Management Group reported 65 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are FV (14.1%), FBND (11.1%) and BND (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Sard Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 38 added to, 9 trimmed and 4 sold out. New positions include BND, JIVE and XOM. It sold all of XOM, MS and IBM.
When will Sard Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sard Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $250M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.