Sovereign Financial Group, Inc.: 13F holdings
CIK 18461752026Q2
| Positions | 386 |
|---|
| Reported value | $654.4m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 386 (+21 vs prior quarter) |
|---|
| Reported value | $654.4m (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 534,696 | $38.1m | 5.8% |
| VUG VANGUARD INDEX FDS | 384,778 | $33.1m | 5.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 39,613 | $29.6m | 4.5% |
| VTV VANGUARD INDEX FDS | 120,194 | $26.2m | 4.0% |
| QQQ INVESCO QQQ TR | 34,751 | $25.6m | 3.9% |
| IVV ISHARES TR | 29,712 | $22.3m | 3.4% |
| GOOG ALPHABET INC | 58,564 | $20.7m | 3.2% |
| AAPL APPLE INC | 52,627 | $15.2m | 2.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 237,510 | $14.2m | 2.2% |
| BNDX VANGUARD CHARLOTTE FDS | 272,485 | $13.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846175")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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