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DOSSIER · 13F-HR · Q1 2026

SARD WEALTH MANAGEMENT GROUP, LLC

$184M in tracked AUM across 60 positions as of Q1 2026.

SW
CIK 0002010095 · last filed Mar 31, 2026
Total AUM
$184M
as of Q1 2026
Holdings
60
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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