Sovereign Investment Advisors, LLC - Portfolio overview

Sovereign Investment Advisors, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.61%
2. BKGI - BNY MELLON ETF TRUST, 7.04%
3. QQQ - INVESCO QQQ TR, 6.40%

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

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