Sovran Advisors, LLC: 13F holdings

CIK 20514712026Q2

Positions615
Reported value$1.3bn
Filed2026-07-30

Change since last quarter

Positions615 (+37 vs prior quarter)
Reported value$1.3bn (+5.3%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR67,645$50.3m3.7%
AAPL APPLE INC108,755$37.0m2.8%
MSFT MICROSOFT CORP64,611$25.4m1.9%
NVDA NVIDIA CORPORATION127,637$25.1m1.9%
SPY STATE STR SPDR S&P 500 ETF T32,419$24.0m1.8%
USEP INNOVATOR ETFS TRUST559,190$23.2m1.7%
IVE ISHARES TR89,194$20.9m1.6%
IUSB ISHARES TR434,972$19.8m1.5%
DYNF BLACKROCK ETF TRUST301,511$19.8m1.5%
IWF ISHARES TR138,359$18.2m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2051471")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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