CIK 1846175
Sovereign Financial Group, Inc.
Institutional 13F holdings & portfolio
Holdings
349
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 515K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 63K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 42K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 36K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 112K | $1M+ | SH |
| — | ALPHABET INC | 89K | $1M+ | PRN (Put) |
| GOOG | ALPHABET INC | 59K | $1M+ | SH |
| IVV | ISHARES TR | 25K | $1M+ | SH |
| AAPL | APPLE INC | 53K | $1M+ | SH |
| GOOGL | ALPHABET INC | 38K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 215K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 142K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 228K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 131K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 172K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 36K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 47K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 78K | $1M+ | SH |
| TBIL | RBB FD INC | 118K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 110K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 71K | $1M+ | SH |
| REZ | ISHARES TR | 56K | $1M+ | SH |
| AMZN | AMAZON COM INC | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| SO | SOUTHERN CO | 36K | $1M+ | SH |
| IVE | ISHARES TR | 14K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 59K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 113K | $1M+ | SH |
| OEF | ISHARES TR | 8K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 24K | $1M+ | SH |
| IEMG | ISHARES INC | 41K | $1M+ | SH |
| IUSG | ISHARES TR | 17K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 43K | $1M+ | SH |
| GLD | SPDR GOLD TR | 6K | $1M+ | SH |
| IVW | ISHARES TR | 20K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 41K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 7K | $1M+ | SH |
| IUSB | ISHARES TR | 49K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 22K | $1M+ | SH |
| IWY | ISHARES TR | 8K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 39K | $1M+ | SH |
| SSO | PROSHARES TR | 36K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 7K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 5K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 21K | $1M+ | SH |