Sar Wealth Management Group, LLC Portfolio Holdings

Sar Wealth Management Group, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Dorsey Wright Focu with a value of $29.6B, Fidelity Merrimack Str Tr Tota with a value of $26B, Vanguard Total Stock Market Et with a value of $18.8B, Invesco S&P 500 Equal Weight E with a value of $17.3B, and Spdr Series Tr Spdr S&P Divide with a value of $13.3B.

Examining the 13F form we can see an increase of $6.94B in the current position value, from $175B to 182B.

Sar Wealth Management Group, LLC is based out at Atlanta, GA

Below you can find more details about Sar Wealth Management Group, LLC portfolio as well as his latest detailed transactions.