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Sowa Financial Group, Inc.
Sowa Financial Group, Inc. is a financial planning consultant that specializes in wealth management services, helping clients design comprehensive financial plans that extend beyond building wealth.
Investment Strategy
Comprehensive financial planning, including investment planning, tax planning, estate planning, retirement planning, and more.
Latest 13F Filing Activity
Sowa Financial Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 26 equity positions with a total 13F market value of $178M. The fund increased holdings in Ishares Gold TR, Apple Inc., Fidelity Covington Trust among other positions. Sowa Financial Group, Inc. reduced exposure to Invesco Exchange Traded FD T, Visa Inc., J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBCG | FIDELITY COVINGTON TRUST | 17.23% | $30.7M | 572,507 | $44.30 | $53.66 | +$4.2M |
I IAU | ISHARES GOLD TR | 16.60% | $29.6M | 406,610 | $36.42 | $72.77 | +$4.6M |
A AAPL | APPLE INC | 14.54% | $25.9M | 101,780 | $90.60 | $254.63 | +$4.4M |
P PVAL | PUTNAM ETF TRUST | 13.14% | $23.4M | 548,273 | $37.88 | $42.72 | +$2.5M |
F FELV | FIDELITY COVINGTON TRUST | 11.78% | $21.0M | 626,311 | $30.99 | $33.53 | +$1.6M |
Industry Allocation
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