account_balance
Investment manager · 13F filer · SEC CIK 2034894
Somnio Financial Group, LLC
Reported value$165Mas of Sep 30, 2026
Positions14 0 new, 0 sold out
Top 10 weight97.8%IVV alone is 27%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
26.9%Trimmed −2%
VEUVanguard Intl Equity Index F
19.6%
VOVanguard Index FDS
9.3%
AGGiShares Tr
8.4%Added +3%
VNQVanguard Index FDS
7.9%
IJRiShares Tr
7.4%Trimmed −2%
JNKSPDR Series Trust
6.2%Added +3%
BNDXVanguard Charlotte FDS
5.7%Added +3%
MUBiShares Tr
3.6%
BSVVanguard Bd Index FDS
2.9%
AOA1.6%
AOR
IVViShares Tr
26.9%Trimmed −2%
VEUVanguard Intl Equity Index F
19.6%
VOVanguard Index FDS
9.3%
AGGiShares Tr
8.4%
VNQVanguard Index FDS
7.9%
IJRiShares Tr
7.4%
JNK6.2%
BNDXVanguard Charlotte FDS
5.7%
MUB3.6%
BSV
AOA
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
IVV iShares Tr 26.9% Trimmed −2%
VEU Vanguard Intl Equity Index F 19.6% Held
VO Vanguard Index FDS 9.3% Held
AGG iShares Tr 8.4% Added +3%
VNQ Vanguard Index FDS 7.9% Held
IJR iShares Tr 7.4% Trimmed −2%
JNK SPDR Series Trust 6.2% Added +3%
BNDX Vanguard Charlotte FDS 5.7% Added +3%
MUB iShares Tr 3.6% Held
BSV Vanguard Bd Index FDS 2.9% Trimmed −3%
AOA iShares Tr 1.6% Added +3%
AOR iShares Tr 0.3% Added +49%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- AOR +49%
- AOA +3%
- AGG +3%
- JNK +3%
arrow_downwardTrimmed
- BSV −3%
- IVV −2%
- IJR −2%
remove_circleSold out
None
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