Sovran Advisors, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Sovran Advisors, LLC maintained a portfolio of 619 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 18.7%. The fund also reduced its exposure to ISHARES BITCOIN TRUS by 49.9%.
PCA Score Concentration Risk
Risk ENB
Total Positions
619
Quarter
2026 Q1
Top Holding
IVV (3.0%)
Top 10 Concentration
18.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 619
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 2.97% 2.61% #1
Prev: #1
5.2 8,263 18.7%
P
S
52,414 $37,846,914 2024 Q4 13F Filing 2026-03-31 2026-05-01
AAPL
APPLE INC
Technology 2.45% 2.27% #2
Prev: #2
4.5 11,492 11.1%
P
S
114,881 $31,173,133 2024 Q4 13F Filing 2026-03-31 2026-05-01
MSFT
MICROSOFT CORP
Technology 1.89% 1.86% #3
Prev: #3
4.3 11,105 23.1%
P
S
59,112 $24,104,822 2024 Q4 13F Filing 2026-03-31 2026-05-01
NVDA
NVIDIA CORPORAT...
Technology 1.88% 1.72% #4 2
Prev: #6
3.3 11,826 11.0%
P
S
119,825 $23,913,389 2024 Q4 13F Filing 2026-03-31 2026-05-01
USEP
INNOVATOR ETFS ...
ETF 1.78% 1.80% #5 1
Prev: #4
1.7 24,403 4.6%
P
S
559,701 $22,673,488 2024 Q4 13F Filing 2026-03-31 2026-05-01
SPY
STATE STR SPDR ...
ETF 1.72% 1.69% #6 1
Prev: #7
2.7 1,726 6.0%
P
S
30,498 $21,917,641 2024 Q4 13F Filing 2026-03-31 2026-05-01
IVE
ISHARES TR
ETF 1.65% 1.73% #7 2
Prev: #5
1.2 468 0.5%
P
S
94,104 $21,048,075 2024 Q4 13F Filing 2026-03-31 2026-05-01
DYNF
BLACKROCK ETF T...
ETF 1.50% 1.65% #8
Prev: #8
1.1 -17,339 -5.5%
P
S
299,798 $19,172,092 2024 Q4 13F Filing 2026-03-31 2026-05-01
IVW
ISHARES TR
Warrant 1.35% 1.29% #9 1
Prev: #10
2.5 9,526 7.8%
P
S
132,318 $17,177,550 2024 Q4 13F Filing 2026-03-31 2026-05-01
AMZN
AMAZON COM INC
Consumer Cyclical 1.32% 1.17% #10 3
Prev: #13
2.5 5,885 10.2%
P
S
63,579 $16,852,249 2024 Q4 13F Filing 2026-03-31 2026-05-01
CGDV
CAPITAL GROUP D...
Unknown 1.24% 1.29% #11
Prev: #11
1.0 -2,481 -0.7%
P
S
339,245 $15,744,375 2024 Q4 13F Filing 2026-03-31 2026-05-01
QUAL
ISHARES TR
ETF 1.20% 1.23% #12
Prev: #12
1.0 3,104 4.4%
P
S
74,060 $15,348,901 2024 Q4 13F Filing 2026-03-31 2026-05-01
IUSB
ISHARES TR
ETF 1.19% 1.10% #13 3
Prev: #16
2.5 52,433 19.0%
P
S
328,949 $15,200,751 2024 Q4 13F Filing 2026-03-31 2026-05-01
AVGO
BROADCOM INC
Technology 1.10% 0.89% #14 7
Prev: #21
2.4 3,074 10.0%
P
S
33,705 $14,069,616 2024 Q4 13F Filing 2026-03-31 2026-05-01
CGCP
CAPITAL GRP FIX...
ETF 1.10% 1.15% #15 1
Prev: #14
2.4 33,457 5.6%
P
S
628,910 $14,049,856 2024 Q4 13F Filing 2026-03-31 2026-05-01
VNLA
JANUS DETROIT S...
ETF 1.04% 1.12% #16 1
Prev: #15
0.9 2,848 1.1%
P
S
270,964 $13,244,696 2024 Q4 13F Filing 2026-03-31 2026-05-01
GOOG
ALPHABET INC
Communication Services 1.03% 0.78% #17 9
Prev: #26
2.9 6,812 24.7%
P
S
34,384 $13,132,681 2024 Q4 13F Filing 2026-03-31 2026-05-01
META
META PLATFORMS ...
Communication Services 1.01% 0.73% #18 11
Prev: #29
3.4 7,109 51.3%
P
S
20,957 $12,823,507 2024 Q4 13F Filing 2026-03-31 2026-05-01
QQQ
INVESCO QQQ TR
ETF 0.99% 0.95% #19 2
Prev: #17
0.9 770 4.3%
P
S
18,802 $12,555,170 2024 Q4 13F Filing 2026-03-31 2026-05-01
USAR
USA RARE EARTH ...
Basic Materials 0.93% 0.70% #20 13
Prev: #33
0.9 -32,787 -6.7%
P
S
456,920 $11,866,212 2025 Q3 13F Filing 2026-03-31 2026-05-01
CGGR
CAPITAL GROUP G...
ETF 0.91% 0.95% #21 3
Prev: #18
0.9 10,104 4.0%
P
S
259,595 $11,588,307 2024 Q4 13F Filing 2026-03-31 2026-05-01
EFV
ISHARES TR
ETF 0.89% 0.91% #22 3
Prev: #19
0.9 361 0.2%
P
S
145,900 $11,320,412 2024 Q4 13F Filing 2026-03-31 2026-05-01
GOOGL
ALPHABET INC
Communication Services 0.88% 0.66% #23 12
Prev: #35
2.9 5,628 24.0%
P
S
29,087 $11,192,716 2024 Q4 13F Filing 2026-03-31 2026-05-01
IEMG
ISHARES INC
ETF 0.82% 0.89% #24 4
Prev: #20
0.8 -14,245 -9.6%
P
S
133,574 $10,484,237 2024 Q4 13F Filing 2026-03-31 2026-05-01
TLT
ISHARES TR
ETF 0.82% 0.85% #25 1
Prev: #24
2.3 8,867 7.9%
P
S
121,604 $10,411,740 2024 Q4 13F Filing 2026-03-31 2026-05-01
CGCB
CAPITAL GRP FIX...
Bond/Debt 0.82% 0.83% #26 1
Prev: #25
2.3 28,961 7.9%
P
S
396,846 $10,397,365 2025 Q1 13F Filing 2026-03-31 2026-05-01
GLD
SPDR GOLD TR
ETF 0.80% 0.87% #27 4
Prev: #23
0.8 -80 -0.3%
P
S
23,972 $10,155,766 2024 Q4 13F Filing 2026-03-31 2026-05-01
VOO
VANGUARD INDEX ...
ETF 0.75% 0.76% #28 1
Prev: #27
0.8 545 3.9%
P
S
14,516 $9,589,203 2024 Q4 13F Filing 2026-03-31 2026-05-01
BALT
INNOVATOR ETFS ...
ETF 0.74% 0.73% #29 1
Prev: #30
2.3 24,021 9.4%
P
S
278,555 $9,465,309 2024 Q4 13F Filing 2026-03-31 2026-05-01
IWF
ISHARES TR
ETF 0.70% 0.71% #30 1
Prev: #31
3.3 56,631 318.5%
P
S
74,411 $8,875,061 2024 Q4 13F Filing 2026-03-31 2026-05-01
TFLO
ISHARES TR
ETF 0.66% 0.70% #31 3
Prev: #34
0.8 3,835 2.4%
P
S
166,110 $8,410,173 2024 Q4 13F Filing 2026-03-31 2026-05-01
LTPZ
PIMCO ETF TR
ETF 0.65% 0.71% #32
Prev: #32
0.8 1,960 1.2%
P
S
160,618 $8,260,584 2024 Q4 13F Filing 2026-03-31 2026-05-01
QCOM
QUALCOMM INC
Technology 0.64% 0.63% #33 8
Prev: #41
0.8 106 0.2%
P
S
45,703 $8,207,266 2024 Q4 13F Filing 2026-03-31 2026-05-01
THRO
BLACKROCK ETF T...
ETF 0.62% 0.60% #34 9
Prev: #43
2.2 12,542 6.9%
P
S
194,269 $7,900,923 2025 Q1 13F Filing 2026-03-31 2026-05-01
JPST
J P MORGAN EXCH...
ETF 0.61% 0.66% #35 2
Prev: #37
0.7 1,933 1.3%
P
S
154,212 $7,803,112 2024 Q4 13F Filing 2026-03-31 2026-05-01
AGG
ISHARES TR
ETF 0.61% 0.64% #36 3
Prev: #39
0.7 3,543 4.7%
P
S
78,439 $7,773,298 2024 Q4 13F Filing 2026-03-31 2026-05-01
VT
VANGUARD INTL E...
ETF 0.61% 0.59% #37 7
Prev: #44
2.2 3,229 6.7%
P
S
51,380 $7,768,713 2024 Q4 13F Filing 2026-03-31 2026-05-01
CRWV
COREWEAVE INC
Technology 0.61% 0.57% #38 8
Prev: #46
0.7 -911 -1.3%
P
S
69,527 $7,759,213 2025 Q4 13F Filing 2026-03-31 2026-05-01
JAAA
JANUS DETROIT S...
ETF 0.58% 0.64% #39 1
Prev: #40
0.7 -1,253 -0.8%
P
S
146,792 $7,415,924 2024 Q4 13F Filing 2026-03-31 2026-05-01
BAI
BLACKROCK ETF T...
ETF 0.58% 0.46% #40 18
Prev: #58
2.2 15,929 10.2%
P
S
171,630 $7,404,116 2025 Q2 13F Filing 2026-03-31 2026-05-01
VIG
VANGUARD SPECIA...
ETF 0.58% 0.59% #41 4
Prev: #45
0.7 1,245 4.0%
P
S
32,096 $7,340,735 2024 Q4 13F Filing 2026-03-31 2026-05-01
VEA
VANGUARD TAX-MA...
ETF 0.57% 0.56% #42 5
Prev: #47
0.7 4,364 4.3%
P
S
106,243 $7,309,516 2024 Q4 13F Filing 2026-03-31 2026-05-01
CGUS
CAPITAL GROUP C...
Unknown 0.56% 0.52% #43 8
Prev: #51
2.2 18,288 12.1%
P
S
168,809 $7,184,516 2024 Q4 13F Filing 2026-03-31 2026-05-01
PKW
INVESCO EXCHANG...
ETF 0.56% 0.75% #44 16
Prev: #28
0.7 -12,227 -19.2%
P
S
51,542 $7,154,049 2024 Q4 13F Filing 2026-03-31 2026-05-01
AIRR
FIRST TR EXCHAN...
ETF 0.55% 0.52% #45 9
Prev: #54
0.7 1,235 2.3%
P
S
55,333 $7,021,257 2025 Q1 13F Filing 2026-03-31 2026-05-01
IBIT
ISHARES BITCOIN...
Bond/Debt 0.55% 1.47% #46 37
Prev: #9
0.2 -159,806 -49.9%
P
S
160,753 $6,963,820 2024 Q4 13F Filing 2026-03-31 2026-05-01
TBUX
T ROWE PRICE ET...
ETF 0.55% 0.62% #47 5
Prev: #42
0.7 -6,585 -4.5%
P
S
139,842 $6,959,922 2025 Q1 13F Filing 2026-03-31 2026-05-01
MTUM
ISHARES TR
Bond/Debt 0.54% 0.46% #48 9
Prev: #57
2.2 2,992 14.2%
P
S
24,107 $6,845,796 2024 Q4 13F Filing 2026-03-31 2026-05-01
SLV
ISHARES SILVER ...
ETF 0.52% 0.64% #49 11
Prev: #38
2.2 9,298 10.3%
P
S
99,807 $6,653,135 2024 Q4 13F Filing 2026-03-31 2026-05-01
PVAL
PUTNAM ETF TRUS...
ETF 0.52% 0.52% #50 3
Prev: #53
0.7 3,616 2.8%
P
S
133,080 $6,576,829 2024 Q4 13F Filing 2026-03-31 2026-05-01
Showing 1-50 of 619 holdings

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