Sovereign Investment Advisors, LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 532,698
- Description
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- 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 | 8/14/2026 | 109 | 532,698 | 13F-HR | Sovereign Investment Advisors, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113.5 K | 21.3% | 1.972 K | 0 | 1.972 K |
| ETFs | 419.2 K | 78.7% | 58.59 K | 0 | 58.59 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
532,698
Holdings
109
QoQ value change ($000)
60,569
(12.8%)
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.