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Filers›Asset Manager›Sowa Financial Group, Inc.
DOSSIER · 13F-HR · Q4 2025

Sowa Financial Group, Inc.

Sowa Financial's asset manager based in Boston, MA — $192M in tracked AUM across 30 positions as of Q4 2025.

SF
Sowa Financial·Boston, MA·Asset Manager
CIK 0001806226 · last filed Dec 31, 2025
Total AUM
$192M
▲ 17.0%
vs prior
Holdings
30
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Sowa Financial Group, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
FBCG
FIDELITY COVINGTON TRUST
$33M597K17.0%
02
IAU
ISHARES GOLD TR
$32M397K16.8%
03
AAPL
APPLE INC
$27M99K14.0%
04
PVAL
PUTNAM ETF TRUST
$26M571K13.6%
05
FELV
FIDELITY COVINGTON TRUST
$22M648K11.7%
06
HGER
HARBOR ETF TRUST
$14M563K7.3%
07
NVDA
NVIDIA CORPORATION
$6M33K3.2%
08
V
VISA INC
$4M12K2.2%
09
IYH
ISHARES TR
$4M58K2.0%
10
ROL
ROLLINS INC
$3M55K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Sowa
haiku-4-5 · 30 positions indexed
Sector mix
  • Tech23%
  • Financials19%
  • Health Care4%
  • Communications8%
  • Industrials39%
  • Energy13%
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