Somnio Financial Group, LLC Portfolio Holdings

Somnio Financial Group, LLC

  • $140 Billion
  • Q2 2025

Somnio Financial Group, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.8B, Vanguard Ftse All World Ex Us with a value of $27.1B, Vanguard Mid Cap ETF with a value of $13B, Ishares Core U.S. Aggregate Bo with a value of $12.2B, and Vanguard Specialized Funds Van with a value of $11.2B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $125B to 140B.

Somnio Financial Group, LLC is based out at Glastonbury, CT

Below you can find more details about Somnio Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $139 Billion
Consumer Cyclical: $268 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $140 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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