# EDGAR Filing Document

**Accession Number:** 0002010095
**File Stem:** 0001951757-26-000566
**Filing Date:** 2026-4
**Character Count:** 9929
**Document Hash:** 042bdfbf8b41ae1b5ae1b590d5566939
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000566.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0001951757-26-000566

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SARD WEALTH MANAGEMENT GROUP, LLC
- **CENTRAL INDEX KEY:** 0002010095

**ORGANIZATION NAME:**
- **EIN:** 900956053
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23700
- **FILM NUMBER:** 26854632

**BUSINESS ADDRESS:**
- **STREET 1:** 5607 GLENRIDGE DRIVE
- **STREET 2:** SUITE 275, BUILDING II
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30342
- **BUSINESS PHONE:** 404-843-4483

**MAIL ADDRESS:**
- **STREET 1:** 5607 GLENRIDGE DRIVE
- **STREET 2:** SUITE 275, BUILDING II
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30342

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SAR WEALTH MANAGEMENT GROUP, LLC
- **DATE OF NAME CHANGE:** 20240130

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SARD WEALTH MANAGEMENT GROUP LLC<br>**Address:** 5607 GLENRIDGE DRIVE<br>SUITE 275 BUILDING II<br>ATLANTA, GA 30342

**Form 13F File Number:** 028-23700

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathan Sard<br>**Title:** Chief Compliance Officer<br>**Phone:** 404-843-4483

**Signature, Place, and Date of Signing:**

Jonathan Sard  Atlanta, GA  04-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $183922821

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 267312 | 1229 | SH |  | SOLE |  | 0 | 0 | 1229 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 203049 | 1024 | SH |  | SOLE |  | 0 | 0 | 1024 |
| ALLSTATE CORP | COM | 020002101 |  | 204461 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 751181 | 2612 | SH |  | SOLE |  | 0 | 0 | 2612 |
| AMAZON COM INC | COM | 023135106 |  | 1631379 | 7833 | SH |  | SOLE |  | 0 | 0 | 7833 |
| APPLE INC | COM | 037833100 |  | 3158779 | 12446 | SH |  | SOLE |  | 0 | 0 | 12446 |
| AT INC | COM | 00206R102 |  | 473952 | 16349 | SH |  | SOLE |  | 0 | 0 | 16349 |
| BANK AMERICA CORP | COM | 060505104 |  | 417396 | 8562 | SH |  | SOLE |  | 0 | 0 | 8562 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 887958 | 1853 | SH |  | SOLE |  | 0 | 0 | 1853 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 279060 | 6560 | SH |  | SOLE |  | 0 | 0 | 6560 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 506888 | 12612 | SH |  | SOLE |  | 0 | 0 | 12612 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 |  | 5269120 | 159140 | SH |  | SOLE |  | 0 | 0 | 159140 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 271344 | 8595 | SH |  | SOLE |  | 0 | 0 | 8595 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 541336 | 19939 | SH |  | SOLE |  | 0 | 0 | 19939 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 |  | 346975 | 13203 | SH |  | SOLE |  | 0 | 0 | 13203 |
| COCA COLA CO | COM | 191216100 |  | 759010 | 9980 | SH |  | SOLE |  | 0 | 0 | 9980 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 391993 | 3463 | SH |  | SOLE |  | 0 | 0 | 3463 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 202075 | 203 | SH |  | SOLE |  | 0 | 0 | 203 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 801507 | 20626 | SH |  | SOLE |  | 0 | 0 | 20626 |
| DNP SELECT INCOME FD INC | COM | 23325P104 |  | 206000 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 465436 | 7529 | SH |  | SOLE |  | 0 | 0 | 7529 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1277559 | 7530 | SH |  | SOLE |  | 0 | 0 | 7530 |
| FEDERATED HERMES PREM MUNI I | COM | 31423P108 |  | 225137 | 20598 | SH |  | SOLE |  | 0 | 0 | 20598 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 26438104 | 579529 | SH |  | SOLE |  | 0 | 0 | 579529 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 |  | 28300130 | 468254 | SH |  | SOLE |  | 0 | 0 | 468254 |
| HOME DEPOT INC | COM | 437076102 |  | 1026041 | 3120 | SH |  | SOLE |  | 0 | 0 | 3120 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 |  | 776385 | 21926 | SH |  | SOLE |  | 0 | 0 | 21926 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 |  | 654257 | 24313 | SH |  | SOLE |  | 0 | 0 | 24313 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 2901383 | 39669 | SH |  | SOLE |  | 0 | 0 | 39669 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 253269 | 2353 | SH |  | SOLE |  | 0 | 0 | 2353 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 17300135 | 90142 | SH |  | SOLE |  | 0 | 0 | 90142 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 291879 | 1761 | SH |  | SOLE |  | 0 | 0 | 1761 |
| INVESTMENT MANAGERS SER TR I | ASTORIA REAL | 46141T117 |  | 372447 | 17907 | SH |  | SOLE |  | 0 | 0 | 17907 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 244966 | 6376 | SH |  | SOLE |  | 0 | 0 | 6376 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 293925 | 3334 | SH |  | SOLE |  | 0 | 0 | 3334 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 256324 | 1693 | SH |  | SOLE |  | 0 | 0 | 1693 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 266617 | 1219 | SH |  | SOLE |  | 0 | 0 | 1219 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 8618226 | 60509 | SH |  | SOLE |  | 0 | 0 | 60509 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 308450 | 3176 | SH |  | SOLE |  | 0 | 0 | 3176 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 8917521 | 71736 | SH |  | SOLE |  | 0 | 0 | 71736 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 637667 | 2571 | SH |  | SOLE |  | 0 | 0 | 2571 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 371667 | 1520 | SH |  | SOLE |  | 0 | 0 | 1520 |
| MCKESSON CORP | COM | 58155Q103 |  | 1368023 | 1581 | SH |  | SOLE |  | 0 | 0 | 1581 |
| META PLATFORMS INC | CL A | 30303M102 |  | 534307 | 934 | SH |  | SOLE |  | 0 | 0 | 934 |
| MICROSOFT CORP | COM | 594918104 |  | 1654512 | 4470 | SH |  | SOLE |  | 0 | 0 | 4470 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1274637 | 7309 | SH |  | SOLE |  | 0 | 0 | 7309 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 756268 | 5170 | SH |  | SOLE |  | 0 | 0 | 5170 |
| PEPSICO INC | COM | 713448108 |  | 209615 | 1350 | SH |  | SOLE |  | 0 | 0 | 1350 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 3292404 | 32737 | SH |  | SOLE |  | 0 | 0 | 32737 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1541105 | 10670 | SH |  | SOLE |  | 0 | 0 | 10670 |
| RBB FUND TRUST | FIRST EAGLE GBL | 75526L886 |  | 223172 | 4748 | SH |  | SOLE |  | 0 | 0 | 4748 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 14033520 | 457416 | SH |  | SOLE |  | 0 | 0 | 457416 |
| SOUTHERN CO | COM | 842587107 |  | 817453 | 8469 | SH |  | SOLE |  | 0 | 0 | 8469 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 14030491 | 96139 | SH |  | SOLE |  | 0 | 0 | 96139 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 |  | 2285276 | 64211 | SH |  | SOLE |  | 0 | 0 | 64211 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 396207 | 4027 | SH |  | SOLE |  | 0 | 0 | 4027 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 369495 | 7422 | SH |  | SOLE |  | 0 | 0 | 7422 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 17882509 | 55742 | SH |  | SOLE |  | 0 | 0 | 55742 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 4967577 | 23099 | SH |  | SOLE |  | 0 | 0 | 23099 |
| WALMART INC | COM | 931142103 |  | 517950 | 4168 | SH |  | SOLE |  | 0 | 0 | 4168 |

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