Sard Wealth Management Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists the firm's principal executive office at 5607 Glenridge Drive, Suite 275, Building II, Atlanta, GA 30342. The report was signed by Jonathan Sard, the firm's Chief Compliance Officer.
The filing details a portfolio consisting of 65 individual equity securities. The largest position disclosed is in Vanguard Bond Index Funds Total Bond Market, with 34,235,600 shares. Other significant holdings include Vanguard Morningstar Total Stock Market (21,557,592 shares), Vanguard Specialized Funds Div App ETF (5,568,316 shares), and Schwab Strategic US Dividend Equity ETF (15,613,064 shares).
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Microsoft Corporation is the largest individual stock holding with 2,178,855 shares. Other notable equity positions include Apple Inc. (4,090,820 shares), NVIDIA Corporation (1,571,973 shares), and Alphabet Inc. Class A (2,526 shares). The filing indicates that all positions are held as sole voting power.
