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
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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 7/29/2026 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.