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Portfolio (Quarterly) Guide ↗

Sovereign Financial Group, Inc.

· CIK 0001846175
13F Portfolio $654M AUM 386 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 120 Added 163 Reduced 21 Exited
Page 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 1,950.0 $845K 0.13% +43.0 +2.2% $433.36 -27.5%
62 SPYM SPDR SERIES TRUST 9,309.0 $818K 0.12% +2K +21.3% $87.88 +2.6%
63 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 10,072.0 $817K 0.12% +56.0 +0.6% $81.16 -10.5%
64 IAU ISHARES GOLD TR Financial Services 10,737.0 $811K 0.12% +313.0 +3.0% $75.51 +14.9%
65 T AT&T INC Communication Services 38,945.0 $806K 0.12% +2K +4.4% $20.70 +22.3%
66 SCHF SCHWAB STRATEGIC TR 29,061.0 $805K 0.12% +1K +4.1% $27.70 +2.7%
67 GOVT ISHARES TR 32,552.0 $742K 0.11% +11K +51.9% $22.78 -1.4%
68 VTEB VANGUARD MUN BD FDS 14,544.0 $736K 0.11% +3K +30.0% $50.58 -2.1%
69 DGRO ISHARES TR 9,577.0 $726K 0.11% +3K +53.0% $75.79 +5.0%
70 XLE SELECT SECTOR SPDR TR 13,111.0 $696K 0.11% +199.0 +1.5% $53.11 +19.8%
71 MBB ISHARES TR 7,364.0 $696K 0.11% +2K +27.5% $94.52 -1.5%
72 CMI CUMMINS INC Industrials 969.0 $691K 0.11% +44.0 +4.8% $713.21 -17.6%
73 IWD ISHARES TR 2,705.0 $656K 0.10% +32.0 +1.2% $242.43 +6.1%
74 NVDL GRANITESHARES ETF TR 21,860.0 $652K 0.10% +14K +194.6% $29.81 +11.7%
75 AMGN AMGEN INC Healthcare 1,796.0 $650K 0.10% +17.0 +1.0% $362.12 +21.3%
76 HDV ISHARES TR 23,555.0 $646K 0.10% +19K +400.0% $27.41 +8.8%
77 TOL TOLL BROTHERS INC Consumer Cyclical 3,780.0 $623K 0.10% +29.0 +0.8% $164.74 -10.7%
78 ESGU ISHARES TR 3,630.0 $594K 0.09% +423.0 +13.2% $163.67 +2.5%
79 BALT INNOVATOR ETFS TRUST 17,230.0 $590K 0.09% +3K +21.2% $34.27 +1.3%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 13,941.0 $590K 0.09% +814.0 +6.2% $42.34 +16.8%
Page 4 of 6  ·  120 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.6%
Technology 27.0%
Communication Services 7.1%
Industrials 6.7%
Consumer Cyclical 5.5%
Utilities 5.3%
Consumer Defensive 5.0%
Healthcare 3.6%
Energy 3.0%
Real Estate 0.7%