Sowa Financial Group

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

  • Top 5 stock holdings are FBCG, PVAL, AAPL, FELV, IAU, and represent 67.01% of Sowa Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: FBCG, HDV, NVDA, PVAL, BRIE, PYLD, FELV, VFLO, FMDE, XLE.
  • Started 1 new stock position in PYLD.
  • Reduced shares in these 10 stocks: HGER, MUB, AAPL, IAU, PFF, , V, AWF, IYH, IGE.
  • Sold out of its positions in MUB, XLU.
  • Sowa Financial Group was a net buyer of stock by $45k.
  • Sowa Financial Group has $215M in assets under management (AUM), dropping by 6.29%.
  • Central Index Key (CIK): 0001806226

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Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 29 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG) 18.3 $39M +5% 632k 62.11
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Putnam Etf Trust Focused Lar Cap (PVAL) 13.9 $30M +4% 587k 50.95
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Apple (AAPL) 12.4 $27M -3% 92k 289.37
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Fidelity Covington Trust Enhanced Large (FELV) 12.3 $26M 657k 40.09
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Ishares Gold Tr Ishares New (IAU) 10.0 $22M -3% 285k 75.51
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Harbor Etf Trust Harbor Commodity (HGER) 9.3 $20M -13% 678k 29.34
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Victory Portfolios Ii Shares Free Cash (VFLO) 7.0 $15M +2% 328k 45.75
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NVIDIA Corporation (NVDA) 3.8 $8.2M +25% 41k 200.10
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Visa Com Cl A (V) 1.8 $3.8M -8% 11k 343.10
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Ishares Tr Us Hlthcare Etf (IYH) 1.7 $3.7M -4% 55k 67.01
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.5M -4% 15k 164.26
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Ishares Tr Core High Dv Etf (HDV) 1.1 $2.4M +328% 89k 27.41
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Ishares Tr Core Div Grwth (DGRO) 1.1 $2.3M 30k 75.80
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Rollins (ROL) 1.1 $2.3M 55k 41.75
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Select Sector Spdr Tr State Street Ene (XLE) 0.6 $1.2M 23k 53.10
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Ishares Tr North Amern Nat (IGE) 0.6 $1.2M -10% 21k 56.16
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AllianceBernstein Global Hgh Incm (AWF) 0.4 $816k -24% 79k 10.30
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Wisdomtree Tr Global Ex Us Qua (DNL) 0.4 $814k 18k 46.21
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Mfs Active Exchange Traded F Blended Research (BRIE) 0.4 $792k +108% 26k 30.33
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Ishares Tr Pfd And Incm Sec (PFF) 0.4 $790k -48% 26k 30.51
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Altria (MO) 0.4 $781k -2% 11k 71.98
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Fidelity Covington Trust Enhanced Mid (FMDE) 0.4 $753k +41% 19k 40.57
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $668k +2% 13k 50.58
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.3 $645k -8% 16k 40.41
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $590k 16k 38.09
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Wisdomtree Tr India Erngs Fd (EPI) 0.3 $588k 14k 42.77
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Verizon Communications (VZ) 0.2 $468k -2% 11k 42.33
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $367k NEW 14k 26.51
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At&t (T) 0.1 $211k -3% 10k 20.71
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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