SAR WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 16K | $473.95K |
 | AAPL | 12K | $3.16M |
 | PG | 11K | $1.54M |
 | KO | 10K | $759.01K |
 | BAC | 9K | $417.40K |
 | SO | 8K | $817.45K |
 | AMZN | 8K | $1.63M |
 | XOM | 8K | $1.28M |
 | D | 8K | $465.44K |
 | NVDA | 7K | $1.27M |
 | PLTR | 5K | $756.27K |
 | MSFT | 4K | $1.65M |
 | WMT | 4K | $517.95K |
 | UPS | 4K | $396.21K |
 | ED | 3K | $391.99K |
 | HD | 3K | $1.03M |
 | GOOGL | 3K | $751.18K |
 | BRK-B | 2K | $887.96K |
 | MCK | 2K | $1.37M |
 | JNJ | 2K | $371.67K |
AT&T Inc.
T
Shares Held
16K
Value
$473.95K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.16M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.54M
The Coca-Cola Company
KO
Shares Held
10K
Value
$759.01K
Bank of America Corporation
BAC
Shares Held
9K
Value
$417.40K
The Southern Company
SO
Shares Held
8K
Value
$817.45K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.63M
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$1.28M
Dominion Energy, Inc.
D
Shares Held
8K
Value
$465.44K
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.27M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$756.27K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.65M
Walmart Inc.
WMT
Shares Held
4K
Value
$517.95K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$396.21K
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$391.99K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.03M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$751.18K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$887.96K
McKesson Corporation
MCK
Shares Held
2K
Value
$1.37M
Johnson & Johnson
JNJ
Shares Held
2K
Value
$371.67K