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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
# 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 FELV FIDELITY COVINGTON TRUST 656,484.0 $26.3M 12.27% +8K +1.3% $40.09 +6.7%
4 VFLO VICTORY PORTFOLIOS II 327,766.0 $15.0M 6.99% +7K +2.1% $45.75 +16.6%
5 NVDA NVIDIA CORPORATION Technology 41,029.0 $8.2M 3.83% +8K +25.2% $200.10 +12.4%
6 HDV ISHARES TR 89,118.0 $2.4M 1.14% +68K +328.3% $27.41 +6.6%
7 XLE SELECT SECTOR SPDR TR 22,958.0 $1.2M 0.57% +291.0 +1.3% $53.10 +17.9%
8 MFS ACTIVE EXCHANGE TRADED F 26,111.0 $792K 0.37% +14K +108.5% $30.33
9 FMDE FIDELITY COVINGTON TRUST 18,562.0 $753K 0.35% +5K +41.9% $40.57 +5.3%
10 J P MORGAN EXCHANGE TRADED F 13,208.0 $668K 0.31% +292.0 +2.3% $50.58

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%