Sar Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Sar Wealth Management Group, LLCInvestment ActivitySar Wealth Management Group, LLC has $175.28 million in total holdings as of September 30, 2025.Sar Wealth Management Group, LLC owns shares of 54 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Sar Wealth Management Group, LLC has purchased 48 new stocks and bought additional shares in 33 stocks.Sar Wealth Management Group, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings First Trust Dorsey Wright Focus 5 ETF $28,753,408Fidelity Total Bond ETF $24,837,920Vanguard Total Stock Market ETF $18,530,875Invesco S&P 500 Equal Weight ETF $16,944,152SPDR S&P Dividend ETF $13,132,831 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $324,886 Holding92203C303 - Vanguard Ultra-Short Bond ETF $290,883 Holding14021L109 - CAPITAL GROUP DIVIDEND GROWE $273,596 HoldingG1151C101 - Accenture $253,258 Holding14021N105 - CAPITAL GROUP NEW GEOGRAPHY $214,353 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 27,603 shares (about $1.28M)CAPITAL GROUP INTERNATIONAL 14,773 shares (about $455.15K)Schwab US Dividend Equity ETF 16,351 shares (about $446.38K)Capital Group Dividend Value ETF 7,730 shares (about $324.89K)Vanguard Ultra-Short Bond ETF 5,818 shares (about $290.88K) Largest Sales this Quarter Apple 1,972 shares (about $502.14K)iShares Core S&P Total U.S. Stock Market ETF 811 shares (about $118.12K)PALANTIR TECHNOLOGIES INC 195 shares (about $35.57K)AT&T 1,225 shares (about $34.59K)United Parcel Service 274 shares (about $22.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSar Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFVFirst Trust Dorsey Wright Focus 5 ETF$28,753,408$233,624 ▲0.8%464,36416.4%ManufacturingFBNDFidelity Total Bond ETF$24,837,920$1,276,363 ▲5.4%537,15214.2%ETFVTIVanguard Total Stock Market ETF$18,530,875$201,169 ▲1.1%56,46710.6%ETFRSPInvesco S&P 500 Equal Weight ETF$16,944,152$286,446 ▲1.7%89,3219.7%ETFSDYSPDR S&P Dividend ETF$13,132,831$69,605 ▲0.5%93,7727.5%ETFSCHDSchwab US Dividend Equity ETF$12,192,746$446,382 ▲3.8%446,6217.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$9,069,846$118,121 ▼-1.3%62,2725.2%ETFIJRiShares Core S&P Small-Cap ETF$8,427,439$95,539 ▲1.1%70,9204.8%ETFVIGVanguard Dividend Appreciation ETF$4,866,644$58,047 ▲1.2%22,5532.8%ETFCAPITAL GROUP INTERNATIONAL$4,354,116$455,155 ▲11.7%141,3222.5%SHSMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,187,062$139,759 ▲4.6%31,6521.8%ETFSPLVInvesco S&P 500 Low Volatility ETF$3,107,443$42,838 ▲1.4%42,2901.8%ETFAAPLApple$2,362,526$502,145 ▼-17.5%9,2781.3%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$2,351,792$168,745 ▲7.7%62,3821.3%ETFMSFTMicrosoft$2,166,225$249,152 ▲13.0%4,1821.2%Computer and TechnologyPGProcter & Gamble$1,670,988$5,532 ▼-0.3%10,8751.0%Consumer StaplesMCKMcKesson$1,375,603$1,545 ▲0.1%1,7810.8%MedicalHDHome Depot$1,226,962$2,026 ▲0.2%3,0280.7%Retail/WholesaleNVDANVIDIA$1,178,133$22,204 ▲1.9%6,3140.7%Computer and TechnologyAMZNAmazon.com$1,071,721$5,928 ▲0.6%4,8810.6%Retail/WholesaleXOMExxon Mobil$829,533$1,917 ▲0.2%7,3570.5%EnergyDFACDimensional U.S. Core Equity 2 ETF$791,689$2,198 ▲0.3%20,5260.5%ETFSFLRInnovator Equity Managed Floor ETF$788,802$78,761 ▲11.1%21,8930.5%ETFSOSouthern$753,862$24,734 ▲3.4%7,9550.4%UtilitiesKOCocaCola$669,750$10,744 ▲1.6%10,0990.4%Consumer StaplesBRK.BBerkshire Hathaway$667,136$2,514 ▲0.4%1,3270.4%FinanceIWMiShares Russell 2000 ETF$641,672$1,694 ▲0.3%2,6520.4%FinancePXHInvesco RAFI Emerging Markets ETF$609,534$221,938 ▲57.3%23,9790.3%ETFPALANTIR TECHNOLOGIES INC$609,465$35,572 ▼-5.5%3,3410.3%CL ACGGRCapital Group Growth ETF$553,4080.0%12,6000.3%ETFMETAMeta Platforms$532,307$4,405 ▲0.8%7250.3%Computer and TechnologyTAT&T$459,831$34,594 ▼-7.0%16,2830.3%Computer and TechnologyDDominion Energy$458,277$122 ▲0.0%7,4920.3%UtilitiesGOOGLAlphabet$447,250$6,320 ▼-1.4%1,8400.3%Computer and TechnologyBACBank of America$417,278$127,020 ▲43.8%8,0880.2%FinanceISHARES BITCOIN TRUST ETF$399,815$15,015 ▲3.9%6,1510.2%SHS BEN INTEDConsolidated Edison$347,385$101 ▲0.0%3,4560.2%UtilitiesWMTWalmart$346,833$12,162 ▲3.6%3,3650.2%Retail/WholesalePPIAXS Astoria Inflation Sensitive ETF$326,355$10,226 ▼-3.0%17,8090.2%ETFCGDVCapital Group Dividend Value ETF$324,886$324,886 ▲New Holding7,7300.2%ETFUPSUnited Parcel Service$307,152$22,888 ▼-6.9%3,6770.2%TransportationEFAiShares MSCI EAFE ETF$291,2380.0%3,1190.2%FinanceVUSBVanguard Ultra-Short Bond ETF$290,883$290,883 ▲New Holding5,8180.2%ETFCAPITAL GROUP DIVIDEND GROWE$273,596$273,596 ▲New Holding7,8960.2%SHS ETFSPGPInvesco S&P 500 GARP ETF$266,5530.0%2,3460.2%ETFJNJJohnson & Johnson$262,981$2,967 ▲1.1%1,4180.2%MedicalACNAccenture$253,258$253,258 ▲New Holding1,0270.1%Computer and TechnologyIAUiShares Gold Trust$242,6150.0%3,3340.1%FinanceDVYiShares Select Dividend ETF$238,995$853 ▲0.4%1,6820.1%ETFFMNFederated Hermes Premier Municipal Income Fund$227,4030.0%20,5980.1%Financial ServicesCAPITAL GROUP NEW GEOGRAPHY$214,353$214,353 ▲New Holding6,9370.1%SHSALLAllstate$211,670$211,670 ▲New Holding9860.1%FinanceAMPLIFY ETF TR$209,320$209,320 ▲New Holding3,7520.1%BITCOIN 2 PERCNTDNPDNP Select Income Fund$201,802$290 ▼-0.1%20,1600.1%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$0$209,485 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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