13F Insight
DOSSIER · 13F-HR · Q1 2026

Sovereign Financial Group, Inc.

$576M in tracked AUM across 365 positions as of Q1 2026.

SF
CIK 0001846175 · last filed Mar 31, 2026
Total AUM
$576M
as of Q1 2026
Holdings
365
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sovereign Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$34M533K5.9%02
VUG
VANGUARD INDEX FDS
$27M63K4.8%03
SPY
STATE STR SPDR S&P 500 ETF T
$27M41K4.7%04
VTV
VANGUARD INDEX FDS
$23M119K4.0%05
QQQ
INVESCO QQQ TR
$21M36K3.6%06
GOOG
ALPHABET INC
$17M60K3.0%07
IVV
ISHARES TR
$17M26K3.0%08
AAPL
APPLE INC
$13M53K2.3%09
VWO
VANGUARD INTL EQUITY INDEX F
$13M234K2.2%10
BNDX
VANGUARD CHARLOTTE FDS
$12M257K2.1%

Filing history

2026Q1Mar 31
$576M▼ 0.8%
365 positionsView →2025Q4Dec 31
$580M▲ 8.7%
349 positionsView →2025Q3Sep 30
$534M▲ 10.1%
327 positionsView →2025Q2Jun 30
$485M▲ 11.7%
313 positionsLocked2025Q1Mar 31
$434M▼ 0.3%
286 positionsLocked2024Q4Dec 31
$436M▲ 1.8%
284 positionsLocked2024Q3Sep 30
$428M▲ 6.6%
282 positionsLocked2024Q2Jun 30
$401M▲ 6.5%
279 positionsLocked2024Q1Mar 31
$377M▲ 14.9%
286 positionsLocked2023Q4Dec 31
$328M▲ 16.7%
245 positionsLocked2023Q3Sep 30
$281M▼ 8.4%
226 positionsLocked2023Q2Jun 30
$307M▲ 13.9%
231 positionsLocked
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