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April Lamb

Sovereign Investment Advisors, Llc

Assets Managed
$472.129M
Holdings
106
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
18.1%(2Q avg: 13.59%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sovereign Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Sovereign Investment Advisors, Llc 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 472.129M in assets, with a quarterly growth rate of 18.1% and a 2-quarter average growth rate of 13.59%. The portfolio is managed by April Lamb, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.58%
12.62%
$59.548M
91,163 shares@ $653.21 avg price
BKGI
Bny Mellon Glbl Infra Inc
Recent Activity
Increased 9.66%
7.05%
$33.259M
746,732 shares@ $44.54 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.11%
6.41%
$30.225M
52,366 shares@ $577.19 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
6.16%
$29.081M
321,228 shares@ $90.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 45.33%
5.7%
$26.866M
41,197 shares@ $652.14 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Decreased -6.19%
5.64%
$26.595M
542,221 shares@ $49.05 avg price
MPLX
Mplx Lp
Recent Activity
Increased 0.47%
4.53%
$21.342M
373,955 shares@ $57.08 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 4.36%
3.16%
$14.897M
160,630 shares@ $92.75 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
2.86%
$13.493M
193,455 shares@ $69.75 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 175.45%
2.83%
$13.334M
159,555 shares@ $83.57 avg price

1-10 of 106