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 151–200 of 349
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| MBB | ISHARES TR | 7K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| NVDL | GRANITESHARES ETF TR | 7K | $500K+ | SH |
| IGOV | ISHARES TR | 16K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| HDV | ISHARES TR | 5K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| IYY | ISHARES TR | 4K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 8K | $500K+ | SH |
| SDCI | USCF ETF TR | 28K | $500K+ | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 11K | $500K+ | SH |
| ITA | ISHARES TR | 3K | $500K+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 8K | $500K+ | SH |
| ASML | ASML HOLDING N V | 552 | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| GLW | CORNING INC | 7K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 14K | $500K+ | SH |
| DGS | WISDOMTREE TR | 10K | $500K+ | SH |
| UITB | VICTORY PORTFOLIOS II | 12K | $500K+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 5K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 10K | $500K+ | SH |
| BLK | BLACKROCK INC | 491 | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 16K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 11K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| MP | MP MATERIALS CORP | 10K | $500K+ | SH |
| IAGG | ISHARES TR | 10K | $500K+ | SH |
| TOL | TOLL BROTHERS INC | 4K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 5K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 12K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |