Sovereign Financial Group, Inc. - Q42025 Holdings

Sovereign Financial Group, Inc. holds 349 stocks with a total portfolio value of $ 580.41M as of Q42025. In Q42025, Sovereign Financial Group, Inc. added 32 new positions, increased stakes in 162 stocks, reduced 133 holdings, and fully exited 10 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 5.54% of the total portfolio.