Sowa Financial Group, Inc. holds a concentrated book of 29 stocks worth $214.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Pimco Multisector Bond Actv and trimmed Apple Inc. Their largest long position is Fidelity Blue Chip Grow ETF at 18% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+20.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1806226/holdings"
Use Arkolith to show Sowa Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sowa Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sowa Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 31 / 29 | $23.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 31 / 29 | $6.9B |
| Cetera Investment Advisers | 31 / 29 | $6.2B |
| MORGAN STANLEY | 30 / 29 | $159.8B |
| BANK OF AMERICA CORP /DE/ | 30 / 29 | $97.5B |
| WELLS FARGO & COMPANY/MN | 30 / 29 | $46.0B |
| ROYAL BANK OF CANADA | 30 / 29 | $42.7B |
| UBS Group AG | 30 / 29 | $39.4B |
Ranked by how many of Sowa Financial Group, Inc.'s top 29 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust BLUE CHIP GRWTH | $39.3M | 632.4K | 18.3% | ▲+5.1% Added · +31K sh | |
| 2 | Putnam ETF Trust FOCUSED LAR CAP | $29.9M | 587.2K | 13.9% | ▲+4.5% Added · +25K sh | |
| 3 | Apple Inc COM | $26.7M | 92.3K | 12.4% | ▼−3.8% Reduced · −4K sh | |
| 4 | Fidelity Covington Trust ENHANCED LARGE | $26.3M | 656.5K | 12.3% | ▲+1.3% Added · +8K sh | |
| 5 | Ishares Gold TR ISHARES NEW | $21.5M | 285.2K | 10.0% | ▼−4.0% Reduced · −12K sh | |
| 6 | Harbor ETF Trust HARBOR COMMODITY | $19.9M | 677.6K | 9.3% | ▼−13% Reduced · −103K sh | |
| 7 | Victory Portfolios II SHARES FREE CASH | $15.0M | 327.8K | 7.0% | ▲+2.1% Added · +7K sh | |
| 8 | Nvidia Corporation COM | $8.2M | 41.0K | 3.8% | ▲+25% Added · +8K sh | |
| 9 | Visa Inc COM CL A | $3.8M | 11.0K | 1.8% | ▼−8.5% Reduced · −1K sh | |
| 10 | Ishares TR US HLTHCARE ETF | $3.7M | 55.0K | 1.7% | ▼−4.1% Reduced · −2K sh | |
| 11 | Ishares TR CORE S&P TTL STK | $2.5M | 15.2K | 1.2% | ▼−4.1% Reduced · −648 sh | |
| 12 | Ishares TR CORE HIGH DV ETF | $2.4M | 89.1K | 1.1% | ▲+328% Added · +68K sh | |
| 13 | Ishares TR CORE DIV GRWTH | $2.3M | 30.4K | 1.1% | ▼−0.9% Reduced · −273 sh | |
| 14 | Rollins Inc COM | $2.3M | 55.0K | 1.1% | ▲+0.4% Added · +216 sh | |
| 15 | Select Sector SPDR TR STATE STREET ENE | $1.2M | 23.0K | 0.6% | ▲+1.3% Added · +291 sh | |
| 16 | Ishares TR NORTH AMERN NAT | $1.2M | 21.2K | 0.6% | ▼−10% Reduced · −2K sh | |
| 17 | AllianceBernstein Global Hig COM | $816K | 79.2K | 0.4% | ▼−24% Reduced · −25K sh | |
| 18 | Wisdomtree TR GLOBAL EX US QUA | $814K | 17.6K | 0.4% | ▲+0.1% Added · +9 sh | |
| 19 | MFS Active Exchange Traded F BLENDED RESEARCH | $792K | 26.1K | 0.4% | ▲+109% Added · +14K sh | |
| 20 | Ishares TR PFD AND INCM SEC | $790K | 25.9K | 0.4% | ▼−48% Reduced · −24K sh | |
| 21 | Altria Group Inc COM | $781K | 10.8K | 0.4% | ▼−2.4% Reduced · −266 sh | |
| 22 | Fidelity Covington Trust ENHANCED MID | $753K | 18.6K | 0.4% | ▲+42% Added · +5K sh | |
| 23 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $668K | 13.2K | 0.3% | ▲+2.3% Added · +292 sh | |
| 24 | Lattice Strategies TR HARTFORD MLT ETF | $645K | 16.0K | 0.3% | ▼−8.1% Reduced · −1K sh | |
| 25 | Schwab Strategic TR FUNDAMENTAL US S | $590K | 15.5K | 0.3% | ▼−0.3% Reduced · −55 sh | |
| 26 | Wisdomtree TR INDIA ERNGS FD | $588K | 13.7K | 0.3% | —Held | |
| 27 | Verizon Communications Inc COM | $468K | 11.1K | 0.2% | ▼−2.3% Reduced · −260 sh | |
| 28 | Pimco ETF TR MULTISECTOR BD | $367K | 13.8K | 0.2% | ▲New New position | |
| 29 | AT&T Inc COM | $211K | 10.2K | 0.1% | ▼−3.3% Reduced · −352 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.