Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Somnio Financial Group, LLC (CIK 2034894) reported $152.2M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.7M, 25.40%), VEU ($29.7M, 19.51%), VO ($13.9M, 9.15%), AGG ($13.4M, 8.79%), VNQ ($12.5M, 8.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.7M | 25.40% | 59,185 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $29.7M | 19.51% | 395,432 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $13.9M | 9.15% | 48,480 | Added |
| 4 | AGG | ISHARES TR | $13.4M | 8.79% | 134,775 | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $12.5M | 8.23% | 141,214 | Added |
| 6 | IJR | ISHARES TR | $11.5M | 7.55% | 92,508 | Added |
| 7 | JNK | SPDR SERIES TRUST | $9.8M | 6.43% | 102,175 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $8.8M | 5.77% | 182,794 | Added |
| 9 | MUB | ISHARES TR | $6.1M | 3.99% | 57,177 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $4.8M | 3.16% | 61,356 | Added |
| 11 | AOA | ISHARES TR | $2.3M | 1.52% | 26,125 | Added |
| 12 | AOR | ISHARES TR | $323,359 | 0.21% | 5,025 | Trimmed |
| 13 | HD | HOME DEPOT INC | $240,419 | 0.16% | 731 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $217,188 | 0.14% | 677 | Added |
Source: SEC Form 13F filings · as of 2026-03-31