Sowa Financial Group
Sowa Financial Group reported 31 stocks worth $229K in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are FBCG (17.1%), PVAL (13.5%) and AAPL (13.2%). Compared with Q2 2026, the fund opened new positions in DBB and MUB, added to PVAL, HGER and ROL and trimmed FBCG, AAPL and FELV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FBCG Fidelity Covington Trust | $39K | 17.1% | 621K | −11K (−2%) | 8 of 8 | |
| 2 |  PVAL Putnam ETF Trust | $31K | 13.5% | 588K | +1,106 (+0%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $30K | 13.2% | 91K | −1,273 (−1%) | 8 of 8 | |
| 4 |  FELV Fidelity Enhanced Large Cap Value ETF | $27K | 11.7% | 646K | −10K (−2%) | 8 of 8 | |
| 5 |  HGER Harbor ETF Trust | $27K | 11.6% | 754K | +76K (+11%) | 8 of 8 | |
| 6 |  VFLO Victory Portfolios II | $17K | 7.2% | 323K | −4,916 (−1%) | 7 of 8 | |
| 7 |  IAU Ishares Gold TR | $14K | 6.1% | 179K | −106K (−37%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $9K | 4.0% | 41K | −402 (−1%) | 8 of 8 | |
| 9 |  DBB Invesco DB | $8K | 3.3% | 303K | New position | 1 of 8 | |
| 10 |  V Visa Inc | $4K | 1.6% | 10K | −693 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sowa Financial Group 13F FAQ
What does Sowa Financial Group own?
Sowa Financial Group reported 31 stocks worth $229K in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are FBCG (17.1%), PVAL (13.5%) and AAPL (13.2%). The table above lists every position in the filing (the top 10 without an account).
What did Sowa Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 10 added to, 18 trimmed and 0 sold out. New positions include DBB and MUB.
When will Sowa Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sowa Financial Group's portfolio worth?
The Q3 2026 filing reports $229K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.