This chart displays the top 10 holdings in Somnio Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

The assets under management (AUM) of Somnio Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 125.029M in assets, with a quarterly growth rate of 2.05% and a 2-quarter average growth rate of 5.09%. The portfolio is managed by Robert Roy, and others.