Sar Wealth Management Group, LLC
SARD Wealth Management Group, LLC is an SEC-registered investment advisory firm headquartered in Omaha, Nebraska. The firm operates as an investment adviser, providing portfolio management and financial planning services to high-net-worth individuals and institutional clients. Established in the United States, SARD Wealth Management Group focuses on tailored wealth management strategies and aims to serve a diverse clientele with disciplined investment solutions. The firm is relatively small in size with a limited employee base.
Investment Strategy
SARD Wealth Management Group, LLC utilizes a disciplined, diversified investment approach primarily through exchange-traded funds (ETFs) and other publicly traded securities. The firm constructs portfolios based on clients’ risk profiles and financial objectives, seeking to balance growth and risk through asset allocation, periodic rebalancing, and tax-efficiency where appropriate. Their 13F filings indicate a focus on broad market exposure, fixed income, and sector-based strategies.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FV | FIRST TR EXCHANGE TRADED FD | 16.40% | $28.8M | 464,364 | $51.77 | $61.92 | +$1.5M |
F FBND | FIDELITY MERRIMACK STR TR | 14.17% | $24.8M | 537,152 | $45.03 | $46.24 | +$1.5M |
V VTI | VANGUARD INDEX FDS | 10.57% | $18.5M | 56,467 | $244.77 | $328.17 | +$1.6M |
R RSP | INVESCO EXCHANGE TRADED FD T | 9.67% | $16.9M | 89,321 | $163.14 | $189.70 | +$985.4K |
S SDY | SPDR SERIES TRUST | 7.49% | $13.1M | 93,772 | $125.57 | $140.05 | +$472.7K |