account_balance
Investment manager · 13F filer · SEC CIK 1846175
Sovereign Financial Group, Inc.
Reported value$663Mas of Sep 30, 2026
Positions390 43 new, 37 sold out
Top 10 weight33.4%VEA alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
5.0%Trimmed −12%
SPYSPDR S&P 500 ETF Trust
4.6%
VUGVanguard Index FDS
4.4%Trimmed −16%
IVViShares Tr
3.4%
VTVVanguard Index FDS
3.3%Trimmed −15%
GOOGAlphabet Inc.
3.1%Added +2%
QQQInvesco QQQ Tr
3.1%Trimmed −21%
AAPLApple Inc.
2.7%
GOOGLAlphabet Inc.
2.0%Added +4%
VWOVanguard Intl Equity Index F
1.9%−12%
REZiShares Tr
1.6%Added +67%
NVDANVIDIA Corp
1.5%+12%
VEAVanguard Tax-Managed FDS
5.0%Trimmed −12%
SPYSPDR S&P 500 ETF Trust
4.6%
VUGVanguard Index FDS
4.4%Trimmed −16%
IVViShares Tr
3.4%
VTVVanguard Index FDS
3.3%Trimmed −15%
GOOGAlphabet Inc.
3.1%
QQQInvesco QQQ Tr
3.1%
AAPLApple Inc.
2.7%
GOOGLAlphabet Inc.
2.0%
VWO1.9%
REZ1.6%
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 5.0% Trimmed −12%
SPY SPDR S&P 500 ETF Trust 4.6% HeldVUG Vanguard Index FDS 4.4% Trimmed −16%
IVV iShares Tr 3.4% Held
VTV Vanguard Index FDS 3.3% Trimmed −15%
GOOG Alphabet Inc. 3.1% Added +2%QQQ Invesco QQQ Tr 3.1% Trimmed −21%
AAPL Apple Inc. 2.7% HeldGOOGL Alphabet Inc. 2.0% Added +4%VWO Vanguard Intl Equity Index F 1.9% Trimmed −12%
REZ iShares Tr 1.6% Added +67%
NVDA NVIDIA Corp 1.5% Added +12%What changed
Biggest moves since Jun 30, 2026
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