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, HGER, and represent 67.11% of Sowa Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: DBB (+$7.7M), HGER, MUB, BRIE, PYLD, FMDE, PVAL, ROL, XLE, MO.
  • Started 2 new stock positions in MUB, DBB.
  • Reduced shares in these 10 stocks: IAU (-$8.3M), FBCG, AAPL, FELV, IYH, VFLO, V, HDV, PFF, NVDA.
  • Sowa Financial Group was a net buyer of stock by $457k.
  • Sowa Financial Group has $229M in assets under management (AUM), dropping by 6.85%.
  • Central Index Key (CIK): 0001806226

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Portfolio Holdings for Sowa Financial Group

Sowa Financial Group holds 31 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG) 17.1 $39M 621k 63.21
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Putnam Etf Trust Focused Lar Cap (PVAL) 13.5 $31M 588k 52.62
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Apple (AAPL) 13.2 $30M 91k 333.02
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Fidelity Covington Trust Enhanced Large (FELV) 11.7 $27M 646k 41.37
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Harbor Etf Trust Harbor Commodity (HGER) 11.6 $27M +11% 754k 35.26
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Victory Portfolios Ii Shares Free Cash (VFLO) 7.2 $17M 323k 51.19
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Ishares Gold Tr Ishares New (IAU) 6.1 $14M -37% 179k 78.10
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NVIDIA Corporation (NVDA) 4.0 $9.3M 41k 228.37
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Invesco Db Multi-sector Comm Base Metals Fd (DBB) 3.3 $7.7M NEW 303k 25.30
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Visa Com Cl A (V) 1.6 $3.7M -6% 10k 359.36
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Ishares Tr Us Hlthcare Etf (IYH) 1.6 $3.6M -7% 51k 71.56
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $2.5M 15k 166.30
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Ishares Tr Core High Dv Etf (HDV) 1.0 $2.3M -8% 81k 27.96
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Ishares Tr Core Div Grwth (DGRO) 1.0 $2.2M -2% 30k 75.39
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Rollins (ROL) 0.7 $1.7M 55k 30.12
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Select Sector Spdr Tr State Street Ene (XLE) 0.6 $1.4M 23k 61.52
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Ishares Tr North Amern Nat (IGE) 0.6 $1.3M 21k 61.66
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Mfs Active Exchange Traded F Blended Research (BRIE) 0.4 $1.0M +29% 34k 30.32
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Ishares Tr National Mun Etf (MUB) 0.4 $1.0M NEW 10k 101.08
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Fidelity Covington Trust Enhanced Mid (FMDE) 0.4 $812k +8% 20k 40.40
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Wisdomtree Tr Global Ex Us Qua (DNL) 0.3 $787k 18k 44.67
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Altria (MO) 0.3 $735k 11k 67.31
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AllianceBernstein Global Hgh Incm (AWF) 0.3 $704k -8% 72k 9.72
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $670k -12% 23k 29.50
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $669k 13k 50.34
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.3 $621k -4% 15k 40.76
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $532k 15k 34.98
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Wisdomtree Tr India Erngs Fd (EPI) 0.2 $515k -8% 13k 40.75
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Verizon Communications (VZ) 0.2 $498k 11k 45.84
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $421k +19% 17k 25.38
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At&t (T) 0.1 $250k 10k 24.43
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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