account_balance
Investment manager · 13F filer · SEC CIK 1908165
Sovereign Investment Advisors, LLC
Reported value$337Mas of Sep 30, 2026
Positions113 10 new, 6 sold out
Top 10 weight51.8%SPY alone is 11%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
11.1%
QQQInvesco QQQ Tr
6.4%Trimmed −43%
MPLXMPLX LP
6.3%
BKGIBny Mellon ETF Trust
4.9%Trimmed −44%
IDEViShares Tr
4.6%Trimmed −30%
BNDVanguard Bd Index FDS
4.2%
PAAPlains All American Pipeline LP
3.7%
WESWestern Midstream Partners, LP
3.6%
EPDEnterprise Products Partners L.P.
3.5%
VTIVanguard Index FDS
3.5%
VTHRVanguard Scottsdale FDS
3.4%Trimmed −49%
PSXPhillips 66
3.2%
SPYSPDR S&P 500 ETF Trust
11.1%
QQQInvesco QQQ Tr
6.4%−43%
MPLXMPLX LP
6.3%
BKGIBny Mellon ETF Trust
4.9%−44%
IDEViShares Tr
4.6%−30%
BNDVanguard Bd Index FDS
4.2%
PAAPlains All American Pipeline LP
3.7%
WESWestern Midstream Partners, LP
3.6%
EPDEnterprise Products Partners L.P.
3.5%
VTI3.5%
VTHR
PSX3.2%Boxes 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
SPY SPDR S&P 500 ETF Trust 11.1% Held
QQQ Invesco QQQ Tr 6.4% Trimmed −43%
MPLX MPLX LP 6.3% HeldBKGI Bny Mellon ETF Trust 4.9% Trimmed −44%
IDEV iShares Tr 4.6% Trimmed −30%
BND Vanguard Bd Index FDS 4.2% Held
PAA Plains All American Pipeline LP 3.7% HeldWES Western Midstream Partners, LP 3.6% HeldEPD Enterprise Products Partners L.P. 3.5% HeldVTI Vanguard Index FDS 3.5% Held
VTHR Vanguard Scottsdale FDS 3.4% Trimmed −49%
PSX Phillips 66 3.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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