Sovran Advisors, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,342,512
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 615 | 1,342,512 | 13F-HR | Sovran Advisors, LLC |
| Q1 2026 | 5/1/2026 | 578 | 1,274,502 | 13F-HR | Sovran Advisors, LLC |
| Q4 2025 | 1/20/2026 | 551 | 1,177,004 | 13F-HR | Sovran Advisors, LLC |
| Q3 2025 | 10/31/2025 | 519 | 1,131,662 | 13F-HR | Sovran Advisors, LLC |
| Q2 2025 | 7/10/2025 | 486 | 954,352 | 13F-HR | Sovran Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 563 K | 42.2% | 27.98 K | 0 | 27.98 K |
| ETFs | 749.5 K | 56.2% | 37.8 K | 0 | 37.8 K |
| Debt | 20.93 K | 1.6% | 1.554 K | 0 | 1.554 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,342,512
Holdings
615
QoQ value change ($000)
68,010
(5.3%)
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.