What does Sovereign Financial Group, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD TAX-MANAGED FDS

$34M533K5.9%

VANGUARD INDEX FDS

$27M63K4.8%

STATE STR SPDR S&P 500 ETF T

$27M41K4.7%

VANGUARD INDEX FDS

$23M119K4.0%

INVESCO QQQ TR

$21M36K3.6%

ALPHABET INC

$17M60K3.0%

ISHARES TR

$17M26K3.0%

APPLE INC

$13M53K2.3%

VANGUARD INTL EQUITY INDEX F

$13M234K2.2%

VANGUARD CHARLOTTE FDS

$12M257K2.1%

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