SARD WEALTH MANAGEMENT GROUP, LLC

Portfolio Overview

SARD Wealth Management Group, LLC has reported a significant expansion in assets under management (AUM) for the period ending December 31, 2025. The total portfolio value surged by 129.1%, rising from $79.53M to $182.21M. This substantial increase suggests a combination of strong market performance and potentially significant net capital inflows from clients during the quarter. The portfolio currently comprises 58 holdings, reflecting a diversified approac...