Somnio Financial Group, LLC Portfolio Holdings

Somnio Financial Group, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 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 $32B, Vanguard Ftse All World Ex Us with a value of $22.9B, Vanguard Mid Cap ETF with a value of $11.2B, Vanguard Specialized Funds Van with a value of $10.7B, and Ishares Core U.S. Aggregate Bo with a value of $10.7B.

Examining the 13F form we can see an increase of $9.2B in the current position value, from $113B to 123B.

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.