Sar Wealth Management Group, LLC Top Holdings and 13F Report (2026) About Sar Wealth Management Group, LLCInvestment ActivitySar Wealth Management Group, LLC has $183.92 million in total holdings as of March 31, 2026.Sar Wealth Management Group, LLC owns shares of 60 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.15% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Sar Wealth Management Group, LLC has purchased 58 new stocks and bought additional shares in 31 stocks.Sar Wealth Management Group, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings First Trust Dorsey Wright Focus 5 ETF $28,300,130Fidelity Total Bond ETF $26,438,104Vanguard Total Stock Market ETF $17,882,509Invesco S&P 500 Equal Weight ETF $17,300,135Schwab US Dividend Equity ETF $14,033,520 Largest New Holdings this Quarter 14020Y607 - CAPITAL GRP FIXED INCM ETF T $346,975 Holding75526L886 - RBB FUND TRUST $223,172 Holding713448108 - PepsiCo $209,615 Holding22160K105 - Costco Wholesale $202,075 Holding Largest Purchases this Quarter Apple 3,212 shares (about $815.20K)Fidelity Total Bond ETF 14,403 shares (about $657.06K)Amazon.com 2,330 shares (about $485.27K)CAPITAL GRP FIXED INCM ETF T 13,203 shares (about $346.98K)Berkshire Hathaway 550 shares (about $263.56K) Largest Sales this Quarter Capital Group Dividend Value ETF 4,708 shares (about $200.28K)McKesson 202 shares (about $174.79K)First Trust Dorsey Wright Focus 5 ETF 1,914 shares (about $115.68K)Vanguard Total Stock Market ETF 325 shares (about $104.26K)iShares Core S&P Total U.S. Stock Market ETF 689 shares (about $98.13K) 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$28,300,130$115,677 ▼-0.4%468,25415.4%ManufacturingFBNDFidelity Total Bond ETF$26,438,104$657,065 ▲2.5%579,52914.4%ETFVTIVanguard Total Stock Market ETF$17,882,509$104,263 ▼-0.6%55,7429.7%ETFRSPInvesco S&P 500 Equal Weight ETF$17,300,135$11,707 ▲0.1%90,1429.4%ETFSCHDSchwab US Dividend Equity ETF$14,033,520$22,949 ▲0.2%457,4167.6%ETFSDYSPDR S&P Dividend ETF$14,030,491$37,215 ▲0.3%96,1397.6%ETFIJRiShares Core S&P Small-Cap ETF$8,917,521$3,108 ▼0.0%71,7364.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$8,618,226$98,133 ▼-1.1%60,5094.7%ETFCAPITAL GROUP INTERNATIONAL$5,269,120$251,272 ▲5.0%159,1402.9%SHSVIGVanguard Dividend Appreciation ETF$4,967,577$11,398 ▼-0.2%23,0992.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,292,404$9,051 ▲0.3%32,7371.8%ETFAAPLApple$3,158,779$815,202 ▲34.8%12,4461.7%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$2,901,383$16,164 ▼-0.6%39,6691.6%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$2,285,276$4,484 ▲0.2%64,2111.2%ETFMSFTMicrosoft$1,654,512$17,396 ▼-1.0%4,4700.9%Computer and TechnologyAMZNAmazon.com$1,631,379$485,269 ▲42.3%7,8330.9%Retail/WholesalePGProcter & Gamble$1,541,105$7,511 ▲0.5%10,6700.8%Consumer StaplesMCKMcKesson$1,368,023$174,789 ▼-11.3%1,5810.7%MedicalXOMExxonMobil$1,277,559$16,457 ▼-1.3%7,5300.7%EnergyNVDANVIDIA$1,274,637$89,464 ▼-6.6%7,3090.7%Computer and TechnologyHDHome Depot$1,026,041$7,235 ▼-0.7%3,1200.6%Retail/WholesaleBRK.BBerkshire Hathaway$887,958$263,560 ▲42.2%1,8530.5%FinanceSOSouthern$817,453$4,826 ▼-0.6%8,4690.4%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$801,507$2,060 ▲0.3%20,6260.4%ETFSFLRInnovator Equity Managed Floor ETF$776,385$496 ▲0.1%21,9260.4%ETFKOCocaCola$759,010$17,264 ▼-2.2%9,9800.4%Consumer StaplesPALANTIR TECHNOLOGIES INC$756,268$1,755 ▼-0.2%5,1700.4%CL AGOOGLAlphabet$751,181$123,663 ▲19.7%2,6120.4%Computer and TechnologyPXHInvesco RAFI Emerging Markets ETF$654,257$2,341 ▲0.4%24,3130.4%ETFIWMiShares Russell 2000 ETF$637,667$992 ▲0.2%2,5710.3%FinanceCGMUCapital Group Municipal Income ETF$541,336$52,996 ▲10.9%19,9390.3%ETFMETAMeta Platforms$534,307$114,985 ▲27.4%9340.3%Computer and TechnologyWALMART INC$517,950$15,036 ▼-2.8%4,1680.3%COMCGGRCapital Group Growth ETF$506,8880.0%12,6120.3%ETFTAT&T$473,952$1,826 ▲0.4%16,3490.3%Computer and TechnologyDDominion Energy$465,436$2,225 ▲0.5%7,5290.3%UtilitiesBACBank of America$417,396$7,946 ▼-1.9%8,5620.2%FinanceUPSUnited Parcel Service$396,207$36,108 ▲10.0%4,0270.2%TransportationEDConsolidated Edison$391,993$906 ▲0.2%3,4630.2%UtilitiesINVESTMENT MANAGERS SER TR I$372,447$1,082 ▲0.3%17,9070.2%ASTORIA REALJNJJohnson & Johnson$371,667$8,558 ▲2.4%1,5200.2%MedicalVUSBVanguard Ultra-Short Bond ETF$369,495$1,693 ▲0.5%7,4220.2%ETFCAPITAL GRP FIXED INCM ETF T$346,975$346,975 ▲New Holding13,2030.2%SHORT DURATION MEFAiShares MSCI EAFE ETF$308,4500.0%3,1760.2%FinanceIAUiShares Gold Trust$293,9250.0%3,3340.2%FinancePPAInvesco Aerospace & Defense ETF$291,879$17,901 ▲6.5%1,7610.2%ETFCGDVCapital Group Dividend Value ETF$279,060$200,277 ▼-41.8%6,5600.2%ETFCAPITAL GROUP NEW GEOGRAPHY$271,3440.0%8,5950.1%SHSABBVAbbVie$267,312$31,538 ▲13.4%1,2290.1%MedicalITAiShares U.S. Aerospace & Defense ETF$266,617$219 ▲0.1%1,2190.1%ETFDVYiShares Select Dividend ETF$256,324$757 ▲0.3%1,6930.1%ETFSPGPInvesco S&P 500 GARP ETF$253,269$753 ▲0.3%2,3530.1%ETFISHARES BITCOIN TRUST ETF$244,966$1,767 ▲0.7%6,3760.1%SHS BEN INTFMNFederated Hermes Premier Municipal Income Fund$225,1370.0%20,5980.1%Financial ServicesRBB FUND TRUST$223,172$223,172 ▲New Holding4,7480.1%FIRST EAGLE GBLPEPPepsiCo$209,615$209,615 ▲New Holding1,3500.1%Consumer StaplesDNPDNP Select Income Fund$206,0000.0%20,0000.1%FinanceALLAllstate$204,4610.0%9860.1%FinanceACNAccenture$203,049$1,190 ▼-0.6%1,0240.1%Computer and TechnologyCOSTCostco Wholesale$202,075$202,075 ▲New Holding2030.1%Retail/WholesaleCAPITAL GROUP DIVIDEND GROWE$0$281,413 ▼-100.0%00.0%SHS ETFPTLCPacer Trendpilot US Large Cap ETF$0$200,199 ▼-100.0%00.0%ETFShowing 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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