§ 13F · FUND PROFILE
Sovereign Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $485.1T (13F)Positions · 313Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$580.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 515K | $32.2T | 5.5% | NEW |
| 2 | VUG | VANGUARD INDEX FDS | 63K | $30.9T | 5.3% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 42K | $28.6T | 4.9% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 36K | $22.0T | 3.8% | NEW |
| 5 | VTV | VANGUARD INDEX FDS | 112K | $21.4T | 3.7% | NEW |
| 6 | GOOGL | ALPHABET INC | 89K | $18.7T | 3.2% | NEW |
| 7 | GOOG | ALPHABET INC | 59K | $18.4T | 3.2% | NEW |
| 8 | IVV | ISHARES TR | 25K | $17.4T | 3.0% | NEW |
| 9 | AAPL | APPLE INC | 53K | $14.3T | 2.5% | NEW |
| 10 | GOOGL | ALPHABET INC | 38K | $11.9T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOVEREIGN SIGNAL
AC read
Sovereign Financial Group, Inc. is a Other fund managing $485143.9 trillion in assets. The fund runs a broad portfolio of 313 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed