Sovereign Investment Advisors, LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 472,129
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 106 | 472,129 | 13F-HR | Sovereign Investment Advisors, LLC |
| Q4 2025 | 2/13/2026 | 39 | 399,786 | 13F-HR | Sovereign Investment Advisors, LLC |
| Q3 2025 | 10/24/2025 | 35 | 366,550 | 13F-HR | Sovereign Investment Advisors, LLC |
| Q2 2025 | 7/21/2025 | 36 | 363,641 | 13F-HR | Sovereign Investment Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.5 K | 23.6% | 0 | 181.5 K | -181.5 K |
| ETFs | 360.6 K | 76.4% | 254.6 K | 0 | 254.6 K |
| Other | 0 | 0.0% | 0 | 841 | -841 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
472,129
Holdings
106
QoQ value change ($000)
72,343
(18.1%)
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.