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 51–100 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| V | VISA INC | 6K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 17K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IUS | INVESCO EXCH TRD SLF IDX FD | 34K | $1M+ | SH |
| EFV | ISHARES TR | 27K | $1M+ | SH |
| IGSB | ISHARES TR | 35K | $1M+ | SH |
| VFVA | VANGUARD WELLINGTON FD | 13K | $1M+ | SH |
| TFLO | ISHARES TR | 34K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 34K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| IEFA | ISHARES TR | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| ITOT | ISHARES TR | 10K | $1M+ | SH |
| IUSV | ISHARES TR | 15K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 18K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 8K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 18K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 7K | $1M+ | SH |
| MTUM | ISHARES TR | 6K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| AOA | ISHARES TR | 15K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 12K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 4K | $1M+ | SH |
| EFA | ISHARES TR | 13K | $1M+ | SH |
| EEM | ISHARES TR | 23K | $1M+ | SH |
| OUSA | ALPS ETF TR | 22K | $1M+ | SH |
| AOR | ISHARES TR | 19K | $1M+ | SH |
| USFR | WISDOMTREE TR | 25K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| AOK | ISHARES TR | 28K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| CSX | CSX CORP | 31K | $1M+ | SH |
| TLH | ISHARES TR | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| HGLB | HIGHLAND GLOBAL ALLOCATION F | 120K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| QUAL | ISHARES TR | 5K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 10K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 11K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $1M+ | SH |
| AOM | ISHARES TR | 22K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| ALL | ALLSTATE CORP | 5K | $1M+ | SH |