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.
Sowa Financial Group, Inc. (CIK 1806226) reported $201.8M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBCG ($30.2M, 14.94%), IAU ($26.2M, 12.97%), PVAL ($26.1M, 12.92%), AAPL ($24.3M, 12.06%), HGER ($24.2M, 11.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBCG | FIDELITY COVINGTON TRUST | $30.2M | 14.94% | 601,668 | Added |
| 2 | IAU | ISHARES GOLD TR | $26.2M | 12.97% | 296,941 | Trimmed |
| 3 | PVAL | PUTNAM ETF TRUST | $26.1M | 12.92% | 561,792 | Trimmed |
| 4 | AAPL | APPLE INC | $24.3M | 12.06% | 95,899 | Trimmed |
| 5 | HGER | HARBOR ETF TRUST | $24.2M | 11.99% | 780,366 | Added |
| 6 | FELV | FIDELITY COVINGTON TRUST | $22.6M | 11.21% | 648,222 | Added |
| 7 | VFLO | VICTORY PORTFOLIOS II | $12.7M | 6.28% | 320,901 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $5.7M | 2.83% | 32,780 | Trimmed |
| 9 | V | VISA INC | $3.6M | 1.79% | 11,969 | Trimmed |
| 10 | IYH | ISHARES TR | $3.5M | 1.75% | 57,422 | Trimmed |
| 11 | ROL | ROLLINS INC | $2.9M | 1.45% | 54,804 | Added |
| 12 | HDV | ISHARES TR | $2.8M | 1.40% | 20,806 | Trimmed |
| 13 | ITOT | ISHARES TR | $2.3M | 1.12% | 15,831 | Trimmed |
| 14 | DGRO | ISHARES TR | $2.2M | 1.07% | 30,655 | Trimmed |
| 15 | PFF | ISHARES TR | $1.5M | 0.75% | 49,906 | Trimmed |
| 16 | IGE | ISHARES TR | $1.5M | 0.74% | 23,575 | Trimmed |
| 17 | XLE | SELECT SECTOR SPDR TR | $1.4M | 0.69% | 22,667 | Trimmed |
| 18 | AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $1.1M | 0.53% | 104,591 | Trimmed |
| 19 | MUB | ISHARES TR | $1.1M | 0.53% | 10,021 | Added |
| 20 | MO | ALTRIA GROUP INC | $734,000 | 0.36% | 11,116 | Trimmed |
| 21 | DNL | WISDOMTREE TR | $711,000 | 0.35% | 17,608 | Added |
| 22 | RODM | LATTICE STRATEGIES TR | $685,000 | 0.34% | 17,371 | Trimmed |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $654,000 | 0.32% | 12,916 | Trimmed |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $568,000 | 0.28% | 11,315 | Added |
| 25 | EPI | WISDOMTREE TR | $561,000 | 0.28% | 13,748 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31