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Daniel Sowa

Sowa Financial Group, Inc.

Assets Managed
$201.811M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
5.11%(2Q avg: 6.41%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sowa Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Sowa Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.811M in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by Daniel Sowa, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBCG
Fidelity Blue Chip Growth
Recent Activity
Increased 0.82%
14.95%
$30.156M
601,668 shares@ $50.13 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -25.11%
12.98%
$26.178M
296,941 shares@ $88.16 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -1.61%
12.92%
$26.067M
561,792 shares@ $46.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.79%
12.06%
$24.338M
95,899 shares@ $253.79 avg price
HGER
Harbor Commodity All Weather
Recent Activity
Increased 38.72%
12%
$24.199M
780,366 shares@ $31.01 avg price
FELV
Fidelity Enhanced Lc Val Etf
Recent Activity
Increased 0.03%
11.22%
$22.629M
648,222 shares@ $34.91 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 2521.75%
6.28%
$12.669M
320,901 shares@ $39.48 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2%
2.84%
$5.717M
32,780 shares@ $174.41 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.22%
1.8%
$3.618M
11,969 shares@ $302.29 avg price
IYH
Ishares U.s. Healthcare Etf
Recent Activity
Decreased -1.32%
1.76%
$3.54M
57,422 shares@ $61.65 avg price

1-10 of 30