Notify me when Sovereign Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 39 | $399,785,788 | +$68,059,210 | -$39,518,755 | +$28,540,455 | IVV, QQQ, IEFA, VNLA, BKGI | 13F-HR | 13 Feb 2026, 14:56 |
| Q3 2025 | 35 | $366,549,737 | +$9,304,328 | -$14,045,709 | -$4,741,381 | IVV, USMV, VNLA, IEFA, BKGI | 13F-HR | 24 Oct 2025, 15:25 |
| Q2 2025 | 36 | $363,640,951 | +$64,491,759 | -$12,328,748 | +$52,163,011 | IVV, USMV, VNLA, BKGI, IEFA | 13F-HR | 21 Jul 2025, 12:52 |
| Q1 2025 | 33 | $287,323,968 | +$11,789,652 | -$49,528,615 | -$37,738,963 | IVV, VNLA, USMV, JAAA, IEFA | 13F-HR | 08 May 2025, 12:06 |
| Q4 2024 | 93 | $336,057,705 | +$41,297,800 | -$6,502,836 | +$34,794,964 | IVV, VNLA, USMV, MPLX, JAAA | 13F-HR | 10 Feb 2025, 15:00 |
| Q3 2024 | 34 | $304,906,409 | +$15,458,343 | -$8,189,520 | +$7,268,823 | IVV, VNLA, USMV, JAAA, IEFA | 13F-HR | 12 Nov 2024, 13:54 |
| Q2 2024 | 33 | $260,137,130 | +$184,541 | -$5,892,579 | -$5,708,038 | IVV, VNLA, USMV, JAAA, IEFA | 13F-HR | 13 Aug 2024, 15:09 |
| Q1 2024 | 34 | $289,855,860 | +$5,938,571 | -$197,666 | +$5,740,905 | IVV, VNLA, USMV, JAAA, IEFA | 13F-HR | 13 May 2024, 16:24 |
| Q4 2023 | 33 | $268,168,386 | +$13,103,903 | -$14,508,983 | -$1,405,080 | IVV, VNLA, USMV, JAAA, IEFA | 13F-HR | 14 Feb 2024, 14:15 |
| Q3 2023 | 36 | $255,044,009 | +$12,230,682 | -$18,816,611 | -$6,585,929 | VNLA, IVV, USMV, IEFA, MPLX | 13F-HR | 01 Nov 2023, 10:04 |
| Q2 2023 | 40 | $264,680,365 | +$10,968,525 | -$3,766,613 | +$7,201,912 | VNLA, IVV, USMV, IEFA, MPLX | 13F-HR | 19 Jul 2023, 16:22 |
| Q1 2023 | 33 | $252,078,898 | +$7,049,287 | -$650,462 | +$6,398,825 | VNLA, IVV, USMV, IEFA, MPLX | 13F-HR | 11 May 2023, 08:41 |
| Q4 2022 | 32 | $238,329,992 | +$5,283,492 | -$2,159,000 | +$3,124,492 | VNLA, USMV, IVV, IEFA, MPLX | 13F-HR | 14 Feb 2023, 12:00 |
| Q3 2022 | 32 | $223,448,000 | +$319,745 | -$250,062 | +$69,683 | VNLA, USMV, IVV, IEFA, MPLX | 13F-HR | 10 Nov 2022, 15:09 |
| Q2 2022 | 32 | $230,816,000 | +$18,719,962 | -$18,433,832 | +$286,130 | VNLA, USMV, IVV, IEFA, BND | 13F-HR | 04 Aug 2022, 11:49 |
| Q1 2022 | 29 | $253,915,000 | +$4,140,062 | -$3,519,158 | +$620,904 | IVV, VNLA, USMV, IEFA, MPLX | 13F-HR | 27 Apr 2022, 17:42 |
| Q4 2021 | 29 | $256,710,000 | +$1,464,666 | -$5,202,157 | -$3,737,491 | IVV, VNLA, USMV, IEFA, BND | 13F-HR | 07 Feb 2022, 16:58 |
| Q3 2021 | 30 | $250,745,000 | +$535,895 | -$9,758,809 | -$9,222,914 | IVV, VNLA, USMV, IEFA, BND | 13F-HR | 07 Feb 2022, 16:57 |
| Q2 2021 | 30 | $264,761,000 | +$1,067,771 | -$3,454,371 | -$2,386,600 | IVV, VNLA, USMV, IEFA, BND | 13F-HR | 07 Feb 2022, 16:56 |
| Q1 2021 | 30 | $251,903,000 | +$5,397,231 | -$9,570,619 | -$4,173,388 | IVV, VNLA, USMV, IEFA, BND | 13F-HR | 07 Feb 2022, 16:55 |
| Q4 2020 | 30 | $246,728,000 | +$846,918 | -$31,794,827 | -$30,947,909 | VNLA, IVV, USMV, IEFA, BND | 13F-HR | 07 Feb 2022, 16:54 |
| Q3 2020 | 31 | $255,394,000 | +$31,018,014 | -$4,353,912 | +$26,664,102 | VNLA, IVV, USMV, IEFA, BND | 13F-HR | 07 Feb 2022, 16:53 |
| Q2 2020 | 21 | $220,213,000 | +$7,358,484 | $0 | +$7,358,484 | VNLA, IVV, USMV, BND, IEFA | 13F-HR | 07 Feb 2022, 16:52 |
| Q1 2020 | 21 | $193,324,000 | +$3,878,165 | -$863,020 | +$3,015,145 | VNLA, USMV, IVV, BND, IEFA | 13F-HR | 07 Feb 2022, 16:51 |
| Q4 2019 | 21 | $220,322,000 | $0 | $0 | $0 | VNLA, IVV, USMV, IEFA, IJH | 13F-HR | 07 Feb 2022, 16:50 |