13F Filings History of Sovran Advisors, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$1,176,069,433
Signature - Title
Elizabeth Arce - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Sovran Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sovran Advisors, LLC reported 551 stock holdings with total value $1,176,069,433 as of Q4 2025. Top holdings included IVV, AAPL, MSFT, USEP, and IVE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 551 $1,176,069,433 +$138,240,546 -$107,450,971 +$30,789,575 IVV, AAPL, MSFT, USEP, IVE 13F-HR 20 Jan 2026, 14:25
Q3 2025 519 $1,129,921,957 +$195,613,794 -$95,278,956 +$100,334,838 IVV, AAPL, NVDA, USEP, MSFT 13F-HR 31 Oct 2025, 14:33
Q2 2025 486 $954,351,778 +$205,326,258 -$121,215,497 +$84,110,761 IVV, USEP, MSFT, AAPL, NVDA 13F-HR 09 Jul 2025, 19:19
Q1 2025 455 $770,404,304 +$163,843,385 -$50,703,270 +$113,140,115 IVV, IUSB, USEP, AAPL, MSFT 13F-HR 24 Apr 2025, 19:33
Q4 2024 408 $701,601,360 $0 $0 $0 IVV, USEP, IUSB, NVDA, AAPL 13F-HR 29 Jan 2025, 12:01