Sovran Advisors, LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
1,342,512
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
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.