Institutions / Sovereign Financial Group, Inc.
Sovereign Financial Group, Inc.
CIK 1846175 · Institution · as of Dec 31, 2025
Portfolio value
$561.13M
Positions
345
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 345 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $32.18M | 5.7% |
| Vanguard Index Fds | $30.86M | 5.5% |
| SPDR S&P 500 ETF Tr | $28.61M | 5.1% |
| Invesco Qqq Tr | $21.99M | 3.9% |
| Vanguard Index Fds | $21.39M | 3.8% |
| Alphabet Inc. | $18.37M | 3.3% |
| iShares Tr | $17.40M | 3.1% |
| Apple Inc. | $14.30M | 2.5% |
| Alphabet Inc. | $11.89M | 2.1% |
| Vanguard Intl Equity Index F | $11.56M | 2.1% |
| Vanguard Bd Index Fds | $11.15M | 2.0% |
| Vanguard Charlotte Fds | $11.01M | 2.0% |
| First Tr Exchange Traded Fd | $9.07M | 1.6% |
| Vanguard Malvern Fds | $8.51M | 1.5% |
| Vanguard Index Fds | $7.64M | 1.4% |
| Microsoft Corp | $7.22M | 1.3% |
| NVIDIA Corp | $6.78M | 1.2% |
| Vanguard Whitehall Fds | $6.74M | 1.2% |
| Vanguard Index Fds | $6.53M | 1.2% |
| Vanguard Bd Index Fds | $6.07M | 1.1% |
| Rbb Fd Inc | $5.88M | 1.0% |
| Vanguard Scottsdale Fds | $5.20M | 0.9% |
| Vanguard Bd Index Fds | $4.92M | 0.9% |
| iShares Tr | $4.65M | 0.8% |
| Amazon.com Inc | $4.08M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.