Sovereign Financial Group, Inc.
Sovereign Financial Group, Inc. reported 386 positions worth $654.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VEA (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $38.1M | 5.82% | 534,696 | — | — | |
| ▸ 2 | VUG | SH | $33.1M | 5.07% | 384,778 | — | — | |
| ▸ 3 | SPY | SH | $29.6M | 4.52% | 39,613 | — | — | |
| ▸ 4 | VTV | SH | $26.2M | 4.00% | 120,194 | — | — | |
| ▸ 5 | QQQ | SH | $25.6M | 3.91% | 34,751 | — | — | |
| ▸ 6 | IVV | SH | $22.3M | 3.40% | 29,712 | — | — | |
| ▸ 7 | GOOG | SH | $20.7M | 3.16% | 58,564 | — | — | |
| ▸ 8 | AAPL | SH | $15.2M | 2.33% | 52,627 | — | — | |
| ▸ 9 | VWO | SH | $14.2M | 2.17% | 237,510 | — | — | |
| ▸ 10 | BNDX | SH | $13.2M | 2.02% | 272,485 | — | — |
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Frequently Asked Questions
What stocks does Sovereign Financial Group, Inc. hold as of Q2 2026?
Sovereign Financial Group, Inc. reported 386 positions worth $654.4M in its Q2 2026 13F filing. Largest positions: VEA (5.8%), VUG (5.1%), SPY (4.5%), VTV (4.0%) and QQQ (3.9%).
What did Sovereign Financial Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sovereign Financial Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.