Sard Wealth Management Group, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$183.9M
Holdings
60
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FV
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
15.4%
02
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
14.4%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (8.3k shares)
9.7%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
9.4%
05
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.6%
06
$SDY
SPDR SERIES TRUST
Held since at least Q1 2024
7.6%
07
$IJR
ISHARES TR
Q1 2026: New position (96.7k shares)
4.8%
08
$ITOT
ISHARES TR
Q1 2026: New position (8.8k shares)
4.7%
09
$CGIC
CAPITAL GROUP INTERNATIONAL
Held since at least Q1 2024
2.9%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.