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.
Sovereign Financial Group, Inc. (CIK 1846175) reported $575.6M across 362 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($34.2M, 5.93%), VUG ($27.5M, 4.77%), SPY ($27.0M, 4.68%), VTV ($23.3M, 4.04%), QQQ ($20.6M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $34.2M | 5.93% | 533,080 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $27.5M | 4.77% | 62,872 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.0M | 4.68% | 41,455 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $23.3M | 4.04% | 118,631 | Added |
| 5 | QQQ | INVESCO QQQ TR | $20.6M | 3.58% | 35,716 | Trimmed |
| 6 | GOOG | ALPHABET INC | $17.3M | 3.01% | 60,454 | Added |
| 7 | IVV | ISHARES TR | $17.1M | 2.97% | 26,150 | Added |
| 8 | AAPL | APPLE INC | $13.4M | 2.33% | 52,784 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $12.7M | 2.20% | 234,069 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $12.3M | 2.14% | 256,847 | Added |
| 11 | BSV | VANGUARD BD INDEX FDS | $12.1M | 2.11% | 154,771 | Added |
| 12 | GOOGL | ALPHABET INC | $10.8M | 1.88% | 37,709 | Trimmed |
| 13 | VTIP | VANGUARD MALVERN FDS | $9.4M | 1.64% | 188,785 | Added |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.4M | 1.63% | 137,635 | Added |
| 15 | VB | VANGUARD INDEX FDS | $8.4M | 1.45% | 31,898 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $6.8M | 1.18% | 45,920 | Trimmed |
| 17 | BIV | VANGUARD BD INDEX FDS | $6.8M | 1.18% | 88,124 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $6.5M | 1.13% | 37,285 | Added |
| 19 | BLV | VANGUARD BD INDEX FDS | $6.1M | 1.07% | 89,260 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $6.1M | 1.06% | 10,251 | Trimmed |
| 21 | VMBS | VANGUARD SCOTTSDALE FDS | $6.0M | 1.04% | 127,838 | Added |
| 22 | REZ | ISHARES TR | $5.7M | 0.99% | 68,704 | Added |
| 23 | MSFT | MICROSOFT CORP | $5.4M | 0.94% | 14,669 | Trimmed |
| 24 | TBIL | RBB FD INC | $5.3M | 0.91% | 105,564 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $3.8M | 0.65% | 18,053 | Added |
Source: SEC Form 13F filings · as of 2026-03-31