Somnio Financial Group, LLC - Portfolio Stock Holdings
Somnio Financial Group, LLC disclosed 14 stock positions in a recent SEC 13F filing. $168,791,404 of stock holdings were filed, with the largest holdings including IVV, VEU, and VO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $168,290,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
14Est. Stock Holding Value:
$168,791,404Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Somnio Financial Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...