Sovereign Financial Group, Inc. (CIK: 0001846175) is a financial institution headquartered at 35 West Broad Street, Suite 100, , Stamford, Connecticut 06902. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $575.6 M, comprising 365 distinct securities. Over its filing history, it has submitted 21 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 35.7%. Quarterly turnover: 6.8%. ▲ 51 new, +172 added, −115 reduced, ×25 exited.

Top Buys

Q1 2026

1. VTIP Vanguard Short-Term Tips

+$9.43 M

2. REZ Ishares Residential And Multisector Real Estate Etf

+$5.72 M

3. DPZ Domino's Pizza

+$3.04 M

4. APP Applovin Corporation

+$2.5 M

5. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf

+$2 M

Top Sells

Q1 2026

1. OEF Ishares S&P 100 Etf

−$1.76 M

2. SGDM Sprott Gold Miners Etf

−$820,199.55

3. IAU Ishares Gold Trust

−$700,519.48

4. IEMG Ishares Core Msci Emerging Markets Etf

−$670,369.66

5. TBIL Us Treasury 3 Month Bill Etf

−$615,421.62

Stocks/ETFs

+5.81%

$574.88 M 99.88%

Options

-96.27%

$718,558 0.12%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Ftse Developed Markets Etf ETF-VEA	533,080	$34.16 M	5.93%	▲ 17,905	Add 3.5%
Vanguard Growth Etf ETF-VUG	62,872	$27.46 M	4.77%	▼ 382	Reduce -0.6%
Spdr S&P 500 Etf Trust ETF-SPY	41,455	$26.96 M	4.68%	▼ 493	Reduce -1.2%
Vanguard Value Etf ETF-VTV	118,631	$23.28 M	4.04%	▲ 6,662	Add 6.0%
Invesco Qqq Trust Series I ETF-QQQ	35,716	$20.61 M	3.58%	▼ 86	Reduce -0.2%
Alphabet GOOG	60,454	$17.34 M	3.01%	▲ 1,899	Add 3.2%
Ishares Core S&P 500 Etf ETF-IVV	26,150	$17.08 M	2.97%	▲ 740	Add 2.9%
Apple AAPL	52,784	$13.4 M	2.33%	▲ 174	Add 0.3%
Vanguard Ftse Emerging Markets Etf ETF-VWO	234,069	$12.65 M	2.20%	▲ 19,001	Add 8.8%
Vanguard Total International Bond Etf ETF-BNDX	256,847	$12.34 M	2.14%	▲ 29,026	Add 12.7%

View Full List

Sovereign Financial Group, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Sovereign Financial Group, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 22 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
Loading holdings data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
Loading options data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Amount	Value	% of Portfolio	% Change
Loading debt data...

Showing 1 to 20 of 0 entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Name	Shares	Value	% of Portfolio	% Change
Loading other data...

Showing {0} to {1} of {2} entries

Show: per page

Note: Shares, Shares Change - split-adjusted.

Sovereign Financial Group, Inc. Quarterly 13F Statistics

Discover detailed insights into Sovereign Financial Group, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

Showing 1 to 20 of 0 entries

Show: per page

Sovereign Financial Group, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Sovereign Financial Group, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

Showing 1 to 20 of 0 entries

Show: per page

Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
Loading transactions...
No transactions found matching your filters.
Filed: Filed:	:	Shares Traded:	Held:

Showing to of results

Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Sovereign Financial Group, Inc. 13F Filings, Portfolio & Analysis

Sovereign Financial Group, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Sovereign Financial Group, Inc.'s Portfolio

Sovereign Financial Group, Inc. Quarterly 13F Statistics

Sovereign Financial Group, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)