DOSSIER · 13F-HR · Q3 2026
SARD WEALTH MANAGEMENT GROUP, LLC
$250M in tracked AUM across 65 positions as of Q3 2026.
SW
CIK 0002010095 · last filed Sep 30, 2026
AI Analysis · Q3 2026
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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.