Somnio Financial Group, LLC - Portfolio overview

Somnio Financial Group, LLC has 14 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.40%
2. VEU - VANGUARD INTL EQUITY INDEX F, 19.51%
3. VO - VANGUARD INDEX FDS, 9.15%

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

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