DOSSIER · 13F-HR · Q1 2026

Sovran Advisors, LLC

$1.3B in tracked AUM across 649 positions as of Q1 2026.

SA
CIK 0002051471 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
649
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Sovran Advisors, LLC 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
IVV
ISHARES TR
$38M52K3.0%
02
AAPL
APPLE INC
$31M115K2.4%
03
MSFT
MICROSOFT CORP
$24M59K1.9%
04
NVDA
NVIDIA CORPORATION
$24M120K1.9%
05
USEP
INNOVATOR ETFS TRUST
$23M560K1.8%
06
SPY
STATE STR SPDR S&P 500 ETF T
$22M30K1.7%
07
IVE
ISHARES TR
$21M94K1.7%
08
DYNF
BLACKROCK ETF TRUST
$19M300K1.5%
09
IVW
ISHARES TR
$17M132K1.3%
10
AMZN
AMAZON COM INC
$17M64K1.3%

Filing history

2026Q1Mar 31
$1.3B 8.3%
649 positionsView →
2025Q4Dec 31
$1.2B 4.0%
619 positionsView →
2025Q3Sep 30
$1.1B 18.6%
582 positionsView →
2025Q2Jun 30
$954M 23.9%
520 positionsLocked
2025Q1Mar 31
$770M 9.8%
455 positionsLocked
2024Q4Dec 31
$702M
408 positionsLocked