Somnio Financial Group, LLC - Portfolio Stock Holdings
Somnio Financial Group, LLC disclosed 14 stock positions in a recent SEC 13F filing. $164,646,216 of stock holdings were filed, with the largest holdings including IVV, VEU, and VO. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
14Est. Stock Holding Value:
$164,646,216Top Stock Holdings By Sector
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Portfolio Stock Holdings - Somnio Financial Group, LLC
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