Sowa Financial Group, Inc.

Est. AUM

$201.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$30.2M	601668	14.94%	SOLE
2	ISHARES GOLD TR	ISHARES NEW	$26.2M	296941	12.97%	SOLE
3	PUTNAM ETF TRUST	FOCUSED LAR CAP	$26.1M	561792	12.92%	SOLE
4	APPLE INC	COM	$24.3M	95899	12.06%	SOLE
5	HARBOR ETF TRUST	HARBOR COMMODITY	$24.2M	780366	11.99%	SOLE
6	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$22.6M	648222	11.21%	SOLE
7	VICTORY PORTFOLIOS II	SHARES FREE CASH	$12.7M	320901	6.28%	SOLE
8	NVIDIA CORPORATION	COM	$5.7M	32780	2.83%	SOLE
9	VISA INC	COM CL A	$3.6M	11969	1.79%	SOLE
10	ISHARES TR	US HLTHCARE ETF	$3.5M	57422	1.75%	SOLE
11	ROLLINS INC	COM	$2.9M	54804	1.45%	SOLE
12	ISHARES TR	CORE HIGH DV ETF	$2.8M	20806	1.40%	SOLE
13	ISHARES TR	CORE S&P TTL STK	$2.3M	15831	1.12%	SOLE
14	ISHARES TR	CORE DIV GRWTH	$2.2M	30655	1.07%	SOLE
15	ISHARES TR	PFD AND INCM SEC	$1.5M	49906	0.75%	SOLE
16	ISHARES TR	NORTH AMERN NAT	$1.5M	23575	0.74%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.4M	22667	0.69%	SOLE
18	ALLIANCEBERNSTEIN GLOBAL HIG	COM	$1.1M	104591	0.53%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$1.1M	10021	0.53%	SOLE
20	ALTRIA GROUP INC	COM	$734K	11116	0.36%	SOLE
21	WISDOMTREE TR	GLOBAL EX US QUA	$711K	17608	0.35%	SOLE
22	LATTICE STRATEGIES TR	HARTFORD MLT ETF	$685K	17371	0.34%	SOLE
23	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$654K	12916	0.32%	SOLE
24	VERIZON COMMUNICATIONS INC	COM	$568K	11315	0.28%	SOLE
25	WISDOMTREE TR	INDIA ERNGS FD	$561K	13748	0.28%	SOLE
26	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$504K	15544	0.25%	SOLE
27	SELECT SECTOR SPDR TR	SBI INT-UTILS	$497K	10827	0.25%	SOLE
28	FIDELITY COVINGTON TRUST	ENHANCED MID	$470K	13080	0.23%	SOLE
29	MFS ACTIVE EXCHANGE TRADED F	BLENDED RESEARCH	$339K	12523	0.17%	SOLE
30	AT&T INC	COM	$306K	10542	0.15%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.