Sowa Financial Group, Inc.
SEC Form 13F institutional filer · CIK 0001806226
13F-HR · 13 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
97.5%
Sowa Financial Group, Inc. — $52.9K AUM allocation strategy
Sowa Financial Group, Inc. files SEC Form 13F and reports $52.9K of long US equity value across 13 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 56.9%, followed by Financials 10.6% and Industrials 5.5%.
The top 10 holdings account for 98% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sowa Financial Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$52.9K
total across 13 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
98% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$IVV −13.8K sh · −$413−$BLK −5.36K sh · +$32−$XLU −4.29K sh · −$148
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals46.0%—
- Semiconductors10.8%—
- Transaction & Payment Processing Services6.8%—
- Environmental & Facilities Services5.5%—
- Asset Management & Custody Banks2.8%—
- Integrated Telecommunication Services1.7%—
- Tobacco1.4%—
- Investment Banking & Brokerage1.0%—
- Other holdings24.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 95.9K | $24.3K | -2.76K | 46.0% |
| $NVDA | NVIDIA Corporation | 32.8K | $5.72K | -669 | 10.8% |
| $V | Visa Inc | 12K | $3.62K | -149 | 6.8% |
| $ROL | Rollins Inc | 54.8K | $2.93K | +176 | 5.5% |
| $BLK | BlackRock Inc | 23.6K | $1.48K | -5.36K | 2.8% |
| $MO | Altria Group Inc | 11.1K | $734 | -407 | 1.4% |
| $VZ | Verizon Communications Inc | 11.3K | $568 | +83 | 1.1% |
…and 6 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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