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Sowa Financial Group

Latest statistics and disclosures from Sowa Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are FBCG, IAU, AAPL, PVAL, FELV, and represent 73.03% of Sowa Financial Group's stock portfolio.
Added to shares of these 10 stocks: ROL, HGER, FBCG, MUB, PVAL, FELV, XLU, XLE, FMDE, JPST.
Started 4 new stock positions in XLU, FMDE, ROL, MUB.
Reduced shares in these 10 stocks: NVDA, AAPL, IAU, IYH, IGE, RODM, HDV, PFF, AWF, V.
Sowa Financial Group was a net buyer of stock by $6.2M.
Sowa Financial Group has $192M in assets under management (AUM), dropping by 7.71%.
Central Index Key (CIK): 0001806226

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Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG)	17.0	$33M	+4%	597k	54.84	View chart
Ishares Gold Tr Ishares New (IAU)	16.8	$32M	-2%	397k	81.17	View chart
Apple (AAPL)	14.0	$27M	-3%	99k	271.86	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	13.6	$26M	+4%	571k	45.57	View chart
Fidelity Covington Trust Enhanced Large (FELV)	11.7	$23M	+3%	648k	34.66	View chart
Harbor Etf Trust Harbor Commodity (HGER)	7.3	$14M	+11%	563k	24.82	View chart
NVIDIA Corporation (NVDA)	3.2	$6.2M	-16%	33k	186.49	View chart
Visa Com Cl A (V)	2.2	$4.2M		12k	350.72	View chart
Ishares Tr Us Hlthcare Etf (IYH)	2.0	$3.8M	-15%	58k	65.10	View chart
Rollins (ROL)	1.7	$3.3M	NEW	55k	60.02	View chart
Ishares Tr Core High Dv Etf (HDV)	1.4	$2.7M	-3%	22k	121.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$2.5M		17k	148.70	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$2.2M		31k	69.43	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.9	$1.7M	-4%	54k	30.95	View chart
Ishares Tr North Amern Nat (IGE)	0.8	$1.5M	-9%	29k	50.18	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.6	$1.2M	-5%	110k	10.69	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.1M	NEW	10k	107.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$1.0M	+80%	23k	44.71	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$796k	-13%	22k	36.99	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.4	$697k		17k	41.23	View chart
Altria (MO)	0.3	$664k		12k	57.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$659k		13k	50.63	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$649k	-2%	14k	46.31	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$645k	NEW	15k	42.67	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$498k	-3%	16k	31.49	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.3	$482k		12k	39.38	View chart
Verizon Communications (VZ)	0.2	$458k		11k	40.78	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.2	$422k	NEW	12k	36.35	View chart
Ishares Tr Em Mkts Div Etf (DVYE)	0.2	$362k	-10%	12k	31.16	View chart
At&t (T)	0.1	$261k		11k	24.86	View chart

Past Filings by Sowa Financial Group

SEC 13F filings are viewable for Sowa Financial Group going back to 2019

Sowa Financial Group 2025 Q4 filed Feb. 3, 2026
Sowa Financial Group 2025 Q3 filed Oct. 9, 2025
Sowa Financial Group 2025 Q2 filed July 29, 2025
Sowa Financial Group 2025 Q1 filed April 16, 2025
Sowa Financial Group 2024 Q4 filed Jan. 16, 2025
Sowa Financial Group 2024 Q3 filed Oct. 10, 2024
Sowa Financial Group 2024 Q2 filed July 29, 2024
Sowa Financial Group 2024 Q1 filed April 18, 2024
Sowa Financial Group 2023 Q4 filed Jan. 24, 2024
Sowa Financial Group 2023 Q3 filed Oct. 23, 2023
Sowa Financial Group 2023 Q2 filed July 18, 2023
Sowa Financial Group 2023 Q1 filed April 24, 2023
Sowa Financial Group 2022 Q4 filed Jan. 27, 2023
Sowa Financial Group 2022 Q3 filed Oct. 25, 2022
Sowa Financial Group 2022 Q2 filed Aug. 9, 2022
Sowa Financial Group 2022 Q1 filed April 28, 2022

View all past filings

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