Sovereign Financial Group, Inc. - Q12026 Holdings

Sovereign Financial Group, Inc. holds 362 stocks with a total portfolio value of $ 575.6M as of Q12026. In Q12026, Sovereign Financial Group, Inc. added 43 new positions, increased stakes in 178 stocks, reduced 116 holdings, and fully exited 27 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 5.93% of the total portfolio.