account_balance
Investment manager · 13F filer · SEC CIK 2094004
SVRN Asset Management, LLC
Reported value$195Mas of Sep 30, 2026
Positions51 1 new, 1 sold out
Top 10 weight84.4%VTI alone is 20%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
20.0%
DGROiShares Tr
13.6%
VXUSVanguard Star FDS
12.8%
SPYSPDR S&P 500 ETF Trust
12.0%
SGOViShares Tr
6.6%Added +4%
IQLTiShares Tr
6.2%
VTIPVanguard Malvern FDS
4.7%Trimmed −3%
ORREa Series Trust
4.2%
VNQVanguard Index FDS
2.2%
BOXXEa Series Trust
2.1%+4%
VEUVanguard Intl Equity Index F
1.9%
VTIVanguard Index FDS
20.0%
DGROiShares Tr
13.6%
VXUSVanguard Star FDS
12.8%
SPYSPDR S&P 500 ETF Trust
12.0%
SGOViShares Tr
6.6%
IQLTiShares Tr
6.2%
VTIP4.7%
ORR4.2%
VNQ2.2%
BOXX2.1%
VEU
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
VTI Vanguard Index FDS 20.0% Held
DGRO iShares Tr 13.6% Held
VXUS Vanguard Star FDS 12.8% Held
SPY SPDR S&P 500 ETF Trust 12.0% HeldSGOV iShares Tr 6.6% Added +4%
IQLT iShares Tr 6.2% Held
VTIP Vanguard Malvern FDS 4.7% Trimmed −3%
ORR Ea Series Trust 4.2% Held
VNQ Vanguard Index FDS 2.2% Held
BOXX Ea Series Trust 2.1% Added +4%
VEU Vanguard Intl Equity Index F 1.9% Held
TCAF T Rowe Price Exchange-Traded 0.9% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- FRNM $261K
arrow_upwardAdded
- ITOT +29%
- BOXX +4%
- SGOV +4%
- VTEB +2%
arrow_downwardTrimmed
- VGLT −3%
- VTIP −3%
remove_circleSold out
- SPTL $206K
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