Somnio Financial Group, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Somnio Financial Group, LLC held in its portfolio 14 assets valued at $151,278,805 (i.e. $151.28M).

The most valuable assets in the portfolio included: ISHARES TR ($40.05M), VANGUARD INTL EQUITY INDEX F ($29.16M), and VANGUARD INDEX FDS ($13.74M).

The chart below shows the top 10 valuable assets, and the table below shows the top 14 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Somnio Financial Group, LLC Portfolio

ISHARES TR

VANGUARD INTL EQUITY INDEX F

VANGUARD INDEX FDS

ISHARES TR

VANGUARD INDEX FDS

ISHARES TR

SPDR SERIES TRUST

VANGUARD CHARLOTTE FDS

ISHARES TR

VANGUARD BD INDEX FDS

Somnio Financial Group, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	58466	40045511	CORE S&P500 ETF
VANGUARD INTL EQUITY INDEX F	396342	29154927	ALLWRLD EX US
VANGUARD INDEX FDS	47355	13743473	MID CAP ETF
ISHARES TR	131626	13146795	CORE US AGGBD ET
VANGUARD INDEX FDS	137089	12131020	REAL ESTATE ETF
ISHARES TR	91440	10989209	CORE S&P SCP ETF
SPDR SERIES TRUST	98640	9588765	STATE STREET SPD
VANGUARD CHARLOTTE FDS	176570	8531858	TOTAL INT BD ETF
ISHARES TR	56282	6028365	NATIONAL MUN ETF
VANGUARD BD INDEX FDS	60460	4764853	SHORT TRM BOND
ISHARES TR	25537	2287123	CORE 80/20 AGGRE
ISHARES TR	5984	389047	CORE 60/40 BALAN
HOME DEPOT INC	750	257922	COM
VANGUARD INDEX FDS	656	219937	TOTAL STK MKT