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.
Sovran Advisors, LLC (CIK 2051471) reported $1.27B across 575 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($37.8M, 2.97%), AAPL ($31.2M, 2.45%), MSFT ($24.1M, 1.89%), NVDA ($23.9M, 1.88%), USEP ($22.7M, 1.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $37.8M | 2.97% | 52,414 | Added |
| 2 | AAPL | APPLE INC | $31.2M | 2.45% | 114,881 | Added |
| 3 | MSFT | MICROSOFT CORP | $24.1M | 1.89% | 59,112 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $23.9M | 1.88% | 119,825 | Added |
| 5 | USEP | INNOVATOR ETFS TRUST | $22.7M | 1.78% | 559,701 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $21.9M | 1.72% | 30,498 | Added |
| 7 | IVE | ISHARES TR | $21.0M | 1.65% | 94,104 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $19.2M | 1.50% | 299,798 | Trimmed |
| 9 | IVW | ISHARES TR | $17.2M | 1.35% | 132,318 | Added |
| 10 | AMZN | AMAZON COM INC | $16.9M | 1.32% | 63,579 | Added |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $15.7M | 1.24% | 339,245 | Trimmed |
| 12 | QUAL | ISHARES TR | $15.3M | 1.20% | 74,060 | Added |
| 13 | IUSB | ISHARES TR | $15.2M | 1.19% | 328,949 | Added |
| 14 | CGCP | CAPITAL GRP FIXED INCM ETF T | $14.0M | 1.10% | 628,910 | Added |
| 15 | AVGO | BROADCOM INC | $14.1M | 1.10% | 33,705 | Added |
| 16 | VNLA | JANUS DETROIT STR TR | $13.2M | 1.04% | 270,964 | Added |
| 17 | GOOG | ALPHABET INC | $13.1M | 1.03% | 34,384 | Added |
| 18 | META | META PLATFORMS INC | $12.8M | 1.01% | 20,957 | Added |
| 19 | QQQ | INVESCO QQQ TR | $12.6M | 0.99% | 18,802 | Added |
| 20 | USAR | USA RARE EARTH INC | $11.9M | 0.93% | 456,920 | Trimmed |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $11.6M | 0.91% | 259,595 | Added |
| 22 | EFV | ISHARES TR | $11.3M | 0.89% | 145,900 | Added |
| 23 | GOOGL | ALPHABET INC | $11.2M | 0.88% | 29,087 | Added |
| 24 | IEMG | ISHARES INC | $10.5M | 0.82% | 133,574 | Trimmed |
| 25 | TLT | ISHARES TR | $10.4M | 0.82% | 121,604 | Added |
Source: SEC Form 13F filings · as of 2026-03-31