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Portfolio (Quarterly) Guide ↗

Sowa Financial Group, Inc.

· CIK 0001806226
13F Portfolio $215M AUM 29 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 10 Added 14 Reduced 2 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBCG FIDELITY COVINGTON TRUST 632,394.0 $39.3M 18.31% +31K +5.1% $62.11 +1.7%
2 PVAL PUTNAM ETF TRUST 587,209.0 $29.9M 13.95% +25K +4.5% $50.95 +6.4%
3 AAPL APPLE INC Technology 92,288.0 $26.7M 12.45% -4K -3.8% $289.37 +5.6%
4 FELV FIDELITY COVINGTON TRUST 656,484.0 $26.3M 12.27% +8K +1.3% $40.09 +6.7%
5 IAU ISHARES GOLD TR Financial Services 285,204.0 $21.5M 10.04% -12K -4.0% $75.51 +10.1%
6 HGER HARBOR ETF TRUST 677,587.0 $19.9M 9.27% -103K -13.2% $29.34 +17.0%
7 VFLO VICTORY PORTFOLIOS II 327,766.0 $15.0M 6.99% +7K +2.1% $45.75 +16.6%
8 NVDA NVIDIA CORPORATION Technology 41,029.0 $8.2M 3.83% +8K +25.2% $200.10 +12.4%
9 V VISA INC Financial Services 10,953.0 $3.8M 1.75% -1K -8.5% $343.10 +4.6%
10 IYH ISHARES TR 55,039.0 $3.7M 1.72% -2K -4.2% $67.01 +5.4%
11 ITOT ISHARES TR 15,183.0 $2.5M 1.16% -648.0 -4.1% $164.26 +3.3%
12 HDV ISHARES TR 89,118.0 $2.4M 1.14% +68K +328.3% $27.41 +6.6%
13 DGRO ISHARES TR 30,382.0 $2.3M 1.07% -273.0 -0.9% $75.80 +4.7%
14 ROL ROLLINS INC Consumer Cyclical 55,020.0 $2.3M 1.07% $41.75 -13.7%
15 XLE SELECT SECTOR SPDR TR 22,958.0 $1.2M 0.57% +291.0 +1.3% $53.10 +17.9%
16 IGE ISHARES TR 21,171.0 $1.2M 0.55% -2K -10.2% $56.16 +14.3%
17 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 79,212.0 $816K 0.38% -25K -24.3% $10.30 -1.4%
18 DNL WISDOMTREE TR 17,617.0 $814K 0.38% $46.21 +2.2%
19 MFS ACTIVE EXCHANGE TRADED F 26,111.0 $792K 0.37% +14K +108.5% $30.33
20 PFF ISHARES TR 25,896.0 $790K 0.37% -24K -48.1% $30.51 +0.4%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.9%
Financial Services 40.3%
Consumer Cyclical 3.5%
Consumer Defensive 1.2%
Communication Services 1.0%