13F Filings History of Somnio Financial Group, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$151,278,805
Signature - Title
Robert Roy - Managing Member
Location
Glastonbury, CT
Summary
This page shows a list of all the recent 13F filings made by Somnio Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Somnio Financial Group, LLC reported 14 stock holdings with total value $151,278,805 as of Q4 2025. Top holdings included IVV, VEU, VO, AGG, and VNQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 14 $151,278,805 +$3,085,254 -$362,024 +$2,723,230 IVV, VEU, VO, AGG, VNQ 13F-HR 08 Jan 2026, 16:54
Q3 2025 13 $147,482,219 +$1,801,439 -$847,759 +$953,680 IVV, VEU, VO, AGG, VNQ 13F-HR 01 Dec 2025, 12:03
Q2 2025 13 $139,727,717 +$8,881,305 -$639,704 +$8,241,601 IVV, VEU, VO, AGG, VNQ 13F-HR 23 Jul 2025, 14:54
Q4 2024 14 $125,028,589 +$5,970,720 $0 +$5,970,720 IVV, VEU, VO, AGG, VNQ 13F-HR 02 Jan 2025, 13:31
Q3 2024 13 $122,523,137 +$2,108,546 -$530,109 +$1,578,437 IVV, VEU, VO, VNQ, AGG 13F-HR 03 Oct 2024, 15:17
Q2 2024 14 $113,319,088 $0 $0 $0 IVV, VEU, VO, AGG, VNQ 13F-HR 23 Aug 2024, 12:38