Sowa Financial Group, Inc.
•CIK: 1806226•Filing: Q4 2025
**Sowa Financial Group, Inc.** manages $192M across a concentrated portfolio of 30 positions. The fund exhibits significant exposure to key assets, with top holdings including FBCG at $32.7M and IAU* at $32.2M. Further notable allocations include AAPL ($26.8M) and PVAL ($26.0M), indicating targeted sector or asset class conviction. This structure suggests a focused, tactical approach to capital deployment within its current mandate.
Total AUM
$192.0M
QoQ Performance
+7.7%
Positions
19
Top 10 Concentration
89.4%
Latest Filing
Q4 2025
Top Holdings Allocation
FBCG
IAU*
AAPL
PVAL
FELV
HGER
FBCG17.0%
IAU*16.8%
AAPL14.0%
PVAL13.6%
FELV11.7%
HGER7.3%
NVDA3.2%
V2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.8%
Technology17.2%
Financial2.5%
Consumer Staples0.3%
Communication0.1%
Changes from Q3 2025
NEW4 new positions
↑10 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023