SARD WEALTH MANAGEMENT GROUP, LLC
Filing Date
Global Rank
#7,288
/ 8,232
▲ 261
Top Industry
Consumer Electronics
14.4%
3Y Alpha vs SPY
-6.9%
Period ended 2 months ago
Filed Apr 10, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.2%
SPY
+52.9%
Annualised alpha
-6.9%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.0%
+2.2 pts
Top 5
41.5%
−1.7 pts
Top 10
65.0%
−1.5 pts
HHI
575
Diversified−4
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.3% | $7,047,333 |
| Consumer Defensive | 14.3% | $3,230,068 |
| Consumer Cyclical | 11.8% | $2,657,514 |
| Healthcare | 8.9% | $2,006,977 |
| Financial Services | 8.6% | $1,940,927 |
| Communication Services | 7.8% | $1,759,432 |
| Utilities | 7.4% | $1,674,811 |
| Energy | 5.7% | $1,277,539 |
| Unclassified | 2.4% | $538,890 |
| Industrials | 1.8% | $396,176 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +3,212 | 12,446 | $3,158,670 | |
| AMZN | Amazon Com Inc | +2,330 | 7,833 | $1,631,378 | |
| BRK-B | Berkshire Hathaway Inc | +550 | 1,853 | $887,957 | |
| GOOGL | Alphabet Inc. | +430 | 2,612 | $751,106 | |
| UPS | United Parcel Service Inc | +367 | 4,027 | $396,176 | |
| META | Meta Platforms, Inc. | +201 | 934 | $534,369 | |
| ABBV | AbbVie Inc. | +145 | 1,229 | $267,295 | |
| T | At&T Inc. | +63 | 16,349 | $473,957 | |
| PG | PROCTER & GAMBLE Co | +52 | 10,670 | $1,541,174 | |
| IBIT | iShares Bitcoin Trust ETF | +46 | 6,376 | $244,965 | |
| D | Dominion Energy, Inc | +36 | 7,529 | $465,442 | |
| JNJ | Johnson & Johnson | +35 | 1,520 | $371,548 | |
| ED | Consolidated Edison Inc | +8 | 3,463 | $391,942 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −513 | 7,309 | $1,274,689 | |
| KO | Coca Cola Co | −227 | 9,980 | $758,979 | |
| MCK | Mckesson Corp | −202 | 1,581 | $1,368,134 | |
| BAC | Bank Of America Corp /De/ | −163 | 8,562 | $417,397 | |
| WMT | Walmart Inc. | −121 | 4,168 | $517,999 | |
| XOM | Exxon Mobil Corp | −97 | 7,530 | $1,277,539 | |
| SO | Southern Co | −50 | 8,469 | $817,427 | |
| MSFT | Microsoft Corp | −47 | 4,470 | $1,654,659 | |
| HD | Home Depot, Inc. | −22 | 3,120 | $1,026,136 | |
| PLTR | Palantir Technologies Inc. | −12 | 5,170 | $756,267 | |
| ACN | Accenture plc | −6 | 1,024 | $203,048 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
30 positions ·
$22,529,667 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 12,446 | $3,158,670 | 14.02% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,470 | $1,654,659 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,833 | $1,631,378 | 7.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,670 | $1,541,174 | 6.84% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 1,581 | $1,368,134 | 6.07% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 7,530 | $1,277,539 | 5.67% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,309 | $1,274,689 | 5.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,120 | $1,026,136 | 4.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,853 | $887,957 | 3.94% | |
| SO |
Southern Co
Utilities
|
Reduced | 8,469 | $817,427 | 3.63% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 9,980 | $758,979 | 3.37% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 5,170 | $756,267 | 3.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,612 | $751,106 | 3.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 934 | $534,369 | 2.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,168 | $517,999 | 2.30% | |
| T |
At&T Inc.
Communication Services
|
Added | 16,349 | $473,957 | 2.10% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 7,529 | $465,442 | 2.07% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 8,562 | $417,397 | 1.85% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 4,027 | $396,176 | 1.76% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 3,463 | $391,942 | 1.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,520 | $371,548 | 1.65% | |
| IAU |
Ishares Gold Trust
|
Held | 3,334 | $293,925 | 1.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,229 | $267,295 | 1.19% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 6,376 | $244,965 | 1.09% | |
| FMN |
Federated Hermes Premier Municipal Income Fund
Financial Services
|
Held | 20,598 | $225,136 | 1.00% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 1,350 | $209,641 | 0.93% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
Held | 20,000 | $206,000 | 0.91% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 986 | $204,437 | 0.91% | |
| ACN |
Accenture plc
Technology
|
Reduced | 1,024 | $203,048 | 0.90% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 203 | $202,275 | 0.90% |