Somnio Financial Group, LLC
Somnio Financial Group, LLC reported 14 positions worth $168.8M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: IVV (26.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $44.2M | 26.19% | 59,020 | — | — | |
| ▸ 2 | VEU | SH | $33.0M | 19.52% | 393,517 | — | — | |
| ▸ 3 | VO | SH | $15.8M | 9.36% | 196,176 | — | — | |
| ▸ 4 | AGG | SH | $14.0M | 8.32% | 141,923 | — | — | |
| ▸ 5 | VNQ | SH | $13.9M | 8.23% | 144,002 | — | — | |
| ▸ 6 | IJR | SH | $13.5M | 7.98% | 90,870 | — | — | |
| ▸ 7 | JNK | SH | $10.3M | 6.12% | 107,198 | — | — | |
| ▸ 8 | BNDX | SH | $9.4M | 5.55% | 193,561 | — | — | |
| ▸ 9 | MUB | SH | $6.2M | 3.70% | 57,969 | — | — | |
| ▸ 10 | BSV | SH | $5.0M | 2.96% | 64,153 | — | — |
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Frequently Asked Questions
What stocks does Somnio Financial Group, LLC hold as of Q2 2026?
Somnio Financial Group, LLC reported 14 positions worth $168.8M in its Q2 2026 13F filing. Largest positions: IVV (26.2%), VEU (19.5%), VO (9.4%), AGG (8.3%) and VNQ (8.2%).
What did Somnio Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Somnio Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.