Sovereign Financial Group, Inc. — 13F holdings

Sovereign Financial Group, Inc. reported 386 holdings worth $654M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $38.1M (5.8%)
  2. VUG VANGUARD INDEX FDS — $33.1M (5.1%)
  3. SPY SPDR S&P 500 ETF TR — $29.6M (4.5%)
  4. VTV VANGUARD INDEX FDS — $26.2M (4.0%)
  5. QQQ Invesco Qqq Tr — $25.6M (3.9%)
  6. IVV ISHARES TR — $22.3M (3.4%)
  7. GOOG ALPHABET INC — $20.7M (3.2%)
  8. AAPL APPLE INC — $15.2M (2.3%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $14.2M (2.2%)
  10. BNDX VANGUARD CHARLOTTE FDS — $13.2M (2.0%)