SEC Form 13F

SARD WEALTH MANAGEMENT GROUP, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$209,120,413
Positions61

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TR EXCHANGE TRADED FDFVDORSEY WRT 5 ETF$36,330,041478,783
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$27,870,805612,680
VANGUARD INDEX FDSVTITOTAL STK MKT$21,180,70857,239
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$19,778,04692,955
SPDR SERIES TRUSTSDYST STR SP DIV$15,199,86699,881
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$15,085,213475,724
ISHARES TRIJRCORE S&P SCP ETF$10,979,27674,029
ISHARES TRITOTCORE S&P TTL STK$9,846,90159,943
CAPITAL GROUP INTERNATIONALCGICSHS$6,081,582167,122
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$5,499,36123,241

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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