Sovereign Financial Group, Inc. - Portfolio overview

Sovereign Financial Group, Inc. has 385 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 5.86%
2. VUG - VANGUARD INDEX FDS, 4.71%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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