Sowa Financial Group

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

  • Top 5 stock holdings are FBCG, IAU, PVAL, AAPL, HGER, and represent 64.88% of Sowa Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: VFLO (+$12M), HGER (+$6.8M), BRIE, FBCG, FMDE, DNL, ROL, FELV, VZ, MUB.
  • Started 1 new stock position in BRIE.
  • Reduced shares in these 10 stocks: IAU (-$8.8M), AAPL, PVAL, DVYE, IGE, XLU, RODM, HDV, PFF, NVDA.
  • Sold out of its position in DVYE.
  • Sowa Financial Group was a net buyer of stock by $7.9M.
  • Sowa Financial Group has $202M in assets under management (AUM), dropping by 5.11%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG) 14.9 $30M 602k 50.12
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Ishares Gold Tr Ishares New (IAU) 13.0 $26M -25% 297k 88.16
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Putnam Etf Trust Focused Lar Cap (PVAL) 12.9 $26M 562k 46.40
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Apple (AAPL) 12.1 $24M -2% 96k 253.79
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Harbor Etf Trust Harbor Commodity (HGER) 12.0 $24M +38% 780k 31.01
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Fidelity Covington Trust Enhanced Large (FELV) 11.2 $23M 648k 34.91
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Victory Portfolios Ii Shares Free Cash (VFLO) 6.3 $13M +2521% 321k 39.48
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NVIDIA Corporation (NVDA) 2.8 $5.7M -2% 33k 174.41
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Visa Com Cl A (V) 1.8 $3.6M 12k 302.28
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Ishares Tr Us Hlthcare Etf (IYH) 1.8 $3.5M 57k 61.65
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Rollins (ROL) 1.5 $2.9M 55k 53.41
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Ishares Tr Core High Dv Etf (HDV) 1.4 $2.8M -4% 21k 135.73
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $2.3M -4% 16k 142.44
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Ishares Tr Core Div Grwth (DGRO) 1.1 $2.2M 31k 70.17
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Ishares Tr Pfd And Incm Sec (PFF) 0.7 $1.5M -7% 50k 30.32
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Ishares Tr North Amern Nat (IGE) 0.7 $1.5M -18% 24k 62.95
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Select Sector Spdr Tr State Street Ene (XLE) 0.7 $1.4M 23k 61.28
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AllianceBernstein Global Hgh Incm (AWF) 0.5 $1.1M -4% 105k 10.17
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Ishares Tr National Mun Etf (MUB) 0.5 $1.1M 10k 106.18
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Altria (MO) 0.4 $734k -3% 11k 66.03
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Wisdomtree Tr Global Ex Us Qua (DNL) 0.4 $711k +4% 18k 40.38
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.3 $685k -19% 17k 39.43
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $654k 13k 50.63
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Verizon Communications (VZ) 0.3 $568k 11k 50.20
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Wisdomtree Tr India Erngs Fd (EPI) 0.3 $561k 14k 40.81
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $504k 16k 32.42
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $497k -28% 11k 45.90
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Fidelity Covington Trust Enhanced Mid (FMDE) 0.2 $470k +12% 13k 35.93
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Mfs Active Exchange Traded F Blended Research (BRIE) 0.2 $339k NEW 13k 27.07
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At&t (T) 0.2 $306k 11k 29.03
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Past Filings by Sowa Financial Group

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

View all past filings