SEC Form 13F

Sovereign Financial Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$654,385,712
Positions386

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$38,097,067534,696
VANGUARD INDEX FDSVUGGROWTH ETF$33,144,764384,778
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$29,581,71039,613
VANGUARD INDEX FDSVTVVALUE ETF$26,193,847120,194
INVESCO QQQ TRQQQUNIT SER 1$25,590,67034,751
ISHARES TRIVVCORE S&P500 ETF$22,251,24329,712
ALPHABET INCGOOGCAP STK CL C$20,692,50158,564
APPLE INCAAPLCOM$15,228,15652,627
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$14,176,963237,510
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$13,196,448272,485

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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