Key facts
- Sovran Advisors, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $1,235,188,464.
13F Filings History of Sovran Advisors, LLC
- Latest 13F report
- Q1 2026 - 01 May 2026
- Value $
- $1,235,188,464
- Signature - Title
- Elizabeth Arce - Chief Compliance Officer
- Location
- San Diego, CA
- Summary
- This page shows a list of all the recent 13F filings made by Sovran Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sovran Advisors, LLC reported 578 stock holdings with total value $1,235,188,464 as of Q1 2026. Top holdings included IVV, AAPL, MSFT, NVDA, and USEP.
Follow Filing Activity
Follow Sovran Advisors, LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
Change
- Most recent filing was accepted on 01 May 2026, 16:34.
- Reported value moved from $1,176,069,433 to $1,235,188,464.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 578 | $1,235,188,464 | +$147,060,356 | -$88,970,333 | +$58,090,023 | IVV, AAPL, MSFT, NVDA, USEP | 13F-HR | 01 May 2026, 16:34 |
| Q4 2025 | 551 | $1,176,069,433 | +$138,240,534 | -$107,450,959 | +$30,789,575 | IVV, AAPL, MSFT, USEP, IVE | 13F-HR | 20 Jan 2026, 14:25 |
| Q3 2025 | 519 | $1,129,921,957 | +$195,613,805 | -$95,278,956 | +$100,334,849 | IVV, AAPL, NVDA, USEP, MSFT | 13F-HR | 31 Oct 2025, 14:33 |
| Q2 2025 | 486 | $954,351,778 | +$205,326,266 | -$121,215,510 | +$84,110,756 | IVV, USEP, MSFT, AAPL, NVDA | 13F-HR | 09 Jul 2025, 19:19 |
| Q1 2025 | 455 | $770,404,304 | +$163,843,387 | -$50,703,254 | +$113,140,133 | IVV, IUSB, USEP, AAPL, MSFT | 13F-HR | 24 Apr 2025, 19:33 |
| Q4 2024 | 408 | $701,601,360 | $0 | $0 | $0 | IVV, USEP, IUSB, NVDA, AAPL | 13F-HR | 29 Jan 2025, 12:01 |