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Sovereign Financial Group, Inc. 13F holdings

Filed 2026-07-24 · Sovereign Financial Group, Inc. · 386 positions · $654.4M

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TickerCompanySharesValue% of portfolio
VEAVANGUARD TAX-MANAGED FDS534.7K$38.1M5.8%
VUGVANGUARD INDEX FDS384.8K$33.1M5.1%
SPYSTATE STR SPDR S&P 500 ETF T39.6K$29.6M4.5%
VTVVANGUARD INDEX FDS120.2K$26.2M4.0%
QQQINVESCO QQQ TR34.8K$25.6M3.9%
IVVISHARES TR29.7K$22.3M3.4%
GOOGALPHABET INC58.6K$20.7M3.2%
AAPLAPPLE INC52.6K$15.2M2.3%
VWOVANGUARD INTL EQUITY INDEX F237.5K$14.2M2.2%
BNDXVANGUARD CHARLOTTE FDS272.5K$13.2M2.0%
GOOGLALPHABET INC36.3K$13.0M2.0%
BSVVANGUARD BD INDEX FDS164.5K$12.8M2.0%
RDVYFIRST TR EXCHANGE TRADED FD140.2K$11.4M1.7%
VBVANGUARD INDEX FDS33.1K$10.0M1.5%
VTIPVANGUARD MALVERN FDS197.4K$9.9M1.5%
NVDANVIDIA CORPORATION38.6K$7.7M1.2%
BIVVANGUARD BD INDEX FDS96.2K$7.4M1.1%
MUMICRON TECHNOLOGY INC6.3K$7.2M1.1%
VYMVANGUARD WHITEHALL FDS44.8K$7.1M1.1%
VOOVANGUARD INDEX FDS10.2K$7.0M1.1%
REZISHARES TR72.7K$6.9M1.1%
BLVVANGUARD BD INDEX FDS99.2K$6.8M1.0%
VMBSVANGUARD SCOTTSDALE FDS134.9K$6.3M1.0%
MSFTMICROSOFT CORP14.0K$5.2M0.8%
TBILRBB FD INC96.3K$4.8M0.7%
AMZNAMAZON COM INC17.4K$4.2M0.6%
APPAPPLOVIN CORP7.7K$4.0M0.6%
IUSGISHARES TR19.4K$3.6M0.6%
NEARISHARES U S ETF TR68.8K$3.5M0.5%
IUSBISHARES TR70.9K$3.3M0.5%
SOSOUTHERN CO32.7K$3.1M0.5%
PYLDPIMCO ETF TR115.9K$3.1M0.5%
JPMJPMORGAN CHASE & CO8.6K$2.8M0.4%
MAMASTERCARD INCORPORATED5.5K$2.8M0.4%
IVWISHARES TR19.9K$2.7M0.4%
EXMOCEXXON MOBIL CORP20.0K$2.7M0.4%
VGTVANGUARD WORLD FD22.3K$2.7M0.4%
DPZDOMINOS PIZZA INC8.7K$2.6M0.4%
PDPINVESCO EXCHANGE TRADED FD T16.8K$2.5M0.4%
GLDSPDR GOLD TR6.9K$2.5M0.4%
JEPIJ P MORGAN EXCHANGE TRADED F43.9K$2.5M0.4%
SSOPROSHARES TR36.1K$2.4M0.4%
DYNFBLACKROCK ETF TRUST35.2K$2.4M0.4%
UPSUNITED PARCEL SVCS INC22.0K$2.4M0.4%
CATCATERPILLAR INC2.2K$2.3M0.4%
AVGOBROADCOM INC6.2K$2.3M0.4%
VTIVANGUARD INDEX FDS6.1K$2.3M0.3%
IGSBISHARES TR42.9K$2.2M0.3%
IWYISHARES TR7.7K$2.2M0.3%
EDCONSOLIDATED EDISON INC20.0K$2.2M0.3%
IUSINVESCO EXCH TRD SLF IDX FD33.3K$2.2M0.3%
DFIVDIMENSIONAL ETF TRUST40.1K$2.2M0.3%
BACBANK OF AMER CORP37.9K$2.2M0.3%
GSYINVESCO ACTIVELY MANAGED EXC41.9K$2.1M0.3%
JPSTJ P MORGAN EXCHANGE TRADED F41.5K$2.1M0.3%
IVEISHARES TR9.2K$2.1M0.3%
MGKVANGUARD WORLD FD23.3K$2.1M0.3%
SPMOINVESCO EXCH TRADED FD TR II12.5K$2.0M0.3%
AMDADVANCED MICRO DEVICES INC3.3K$1.9M0.3%
VFVAVANGUARD WELLINGTON FD12.7K$1.9M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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