Sowa Financial Group, Inc.
All 13F Filings
- Location
- Lincoln, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,514
- Description
- Lincoln Rhode Island based planning integrated investment advisor with a corporate governance structure and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through position level governance and implementation consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 29 | 214,514 | 13F-HR | Sowa Financial Group, Inc. |
| Q1 2026 | 4/15/2026 | 30 | 201,811 | 13F-HR | Sowa Financial Group, Inc. |
| Q4 2025 | 2/3/2026 | 30 | 192,007 | 13F-HR | Sowa Financial Group, Inc. |
| Q3 2025 | 10/9/2025 | 26 | 178,259 | 13F-HR | Sowa Financial Group, Inc. |
| Q2 2025 | 7/29/2025 | 27 | 160,160 | 13F-HR | Sowa Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126 K | 58.7% | 19.52 K | 0 | 19.52 K |
| ETFs | 88.52 K | 41.3% | 0 | 6.821 K | -6.821 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
214,514
Holdings
29
QoQ value change ($000)
12,703
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.