account_balance
Investment manager · 13F filer · SEC CIK 2051471
Sovran Advisors, LLC
Reported value$1.45Bas of Sep 30, 2026
Positions633 63 new, 45 sold out
Top 10 weight19.8%IVV alone is 4%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
3.8%Added +6%
AAPLApple Inc.
2.6%
NVDANVIDIA Corp
2.0%Added +7%
SPYSPDR S&P 500 ETF Trust
1.9%Added +12%
MSFTMicrosoft Corp
1.9%Trimmed −18%
IUSBiShares Tr
1.8%Added +33%
IVEiShares Tr
1.5%Added +3%
DYNFBlackRock ETF Trust
1.5%Added +2%
USEPInnovator Etfs Trust
1.4%Trimmed −12%
IVWiShares Tr
1.3%
AMZNAmazon.com Inc
1.2%+11%
CGCPCapital GRP Fixed Incm ETF T
1.1%
IVViShares Tr
3.8%Added +6%
AAPLApple Inc.
2.6%
NVDANVIDIA Corp
2.0%+7%
SPYSPDR S&P 500 ETF Trust
1.9%+12%
MSFTMicrosoft Corp
1.9%−18%
IUSBiShares Tr
1.8%
IVEiShares Tr
1.5%
DYNFBlackRock ETF Trust
1.5%
USEPInnovator Etfs Trust
1.4%
IVW1.3%
AMZN1.2%CGCP
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 3.8% Added +6%
AAPL Apple Inc. 2.6% HeldNVDA NVIDIA Corp 2.0% Added +7%SPY SPDR S&P 500 ETF Trust 1.9% Added +12%MSFT Microsoft Corp 1.9% Trimmed −18%IUSB iShares Tr 1.8% Added +33%
IVE iShares Tr 1.5% Added +3%
DYNF BlackRock ETF Trust 1.5% Added +2%
USEP Innovator Etfs Trust 1.4% Trimmed −12%
IVW iShares Tr 1.3% Held
AMZN Amazon.com Inc 1.2% Added +11%CGCP Capital GRP Fixed Incm ETF T 1.1% Added +3%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.