13F Filings History of Sovereign Financial Group, Inc.

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$561,132,257
Signature - Title
Chris Mortara - Chief Compliance Officer
Location
Stamford, CT
Summary
This page shows a list of all the recent 13F filings made by Sovereign Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sovereign Financial Group, Inc. reported 345 stock holdings with total value $561,132,257 as of Q4 2025. Top holdings included VEA, VUG, SPY, QQQ, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 345 $561,132,257 +$28,133,464 -$11,831,999 +$16,301,465 VEA, VUG, SPY, QQQ, VTV 13F-HR 07 Jan 2026, 17:04
Q3 2025 327 $534,071,249 +$31,620,273 -$19,173,096 +$12,447,177 VEA, VUG, SPY, QQQ, VTV 13F-HR 17 Oct 2025, 10:47
Q2 2025 313 $485,143,884 +$25,538,964 -$9,104,550 +$16,434,414 VEA, VUG, SPY, QQQ, VTV 13F-HR 25 Jul 2025, 09:24
Q1 2025 285 $434,203,715 +$24,941,284 -$13,786,053 +$11,155,231 VEA, SPY, VUG, VTV, QQQ 13F-HR 11 Apr 2025, 10:39
Q4 2024 284 $435,598,475 +$18,927,222 -$9,241,406 +$9,685,816 SPY, VUG, VEA, IVV, QQQ 13F-HR 14 Jan 2025, 06:12
Q3 2024 282 $427,844,004 +$21,203,008 -$14,220,650 +$6,982,358 SPY, VEA, VUG, IVV, QQQ 13F-HR 08 Oct 2024, 16:25
Q2 2024 279 $401,194,107 +$30,381,781 -$11,305,162 +$19,076,619 SPY, VUG, VEA, IVV, QQQ 13F-HR 15 Jul 2024, 08:16
Q1 2024 286 $376,753,946 +$36,897,343 -$9,082,449 +$27,814,894 SPY, VEA, VUG, IVV, QQQ 13F-HR 15 Apr 2024, 14:31
Q4 2023 245 $327,928,774 +$36,875,863 -$13,638,814 +$23,237,049 SPY, VEA, IVV, VUG, QQQ 13F-HR 06 Feb 2024, 16:54
Q3 2023 226 $280,927,840 +$19,100,805 -$32,420,660 -$13,319,855 SPY, VEA, IVV, VUG, VTV 13F-HR 03 Nov 2023, 10:08
Q2 2023 231 $306,855,432 +$34,062,922 -$8,769,050 +$25,293,872 SPY, VEA, IVV, VUG, AAPL 13F-HR 31 Jul 2023, 13:28
Q1 2023 215 $269,355,258 +$18,921,154 -$17,244,787 +$1,676,367 SPY, IVV, VEA, AAPL, VUG 13F-HR 04 May 2023, 17:11
Q4 2022 220 $253,818,118 +$25,853,927 -$33,133,216 -$7,279,289 SPY, IVV, AAPL, VEA, BSV 13F-HR 13 Feb 2023, 17:55
Q3 2022 204 $246,546,000 +$23,159,943 -$7,926,506 +$15,233,437 SPY, VEA, IVV, BSV, VUG 13F-HR 14 Nov 2022, 13:09
Q2 2022 211 $253,205,000 +$31,050,336 -$12,256,696 +$18,793,640 SPY, VEA, IVV, BSV, AAPL 13F-HR 15 Aug 2022, 12:12
Q1 2022 217 $269,640,000 +$56,780,303 -$18,578,609 +$38,201,694 SPY, VEA, AAPL, IVV, VOO 13F-HR 16 May 2022, 13:52
Q4 2021 206 $244,530,000 +$69,026,216 -$11,135,265 +$57,890,951 SPY, IVV, AAPL, VOO, UPS 13F-HR 14 Feb 2022, 20:47
Q3 2021 168 $173,905,000 +$20,252,793 -$18,260,094 +$1,992,699 SPY, IVV, IGSB, VTIP, UPS 13F-HR 12 Nov 2021, 17:16
Q2 2021 167 $161,796,000 +$5,038,307 -$1,738 +$5,036,569 SPY, IVV, UPS, IGSB, AAPL 13F-HR 12 Aug 2021, 09:42
Q1 2021 167 $160,045,000 +$23,952,648 -$8,165,018 +$15,787,630 SPY, IVV, UPS, IGSB, AAPL 13F-HR 17 May 2021, 16:11
Q4 2020 137 $138,851,000 $0 $0 $0 SPY, IVV, IGSB, SCHG, AAPL 13F-HR 12 Feb 2021, 17:31