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Sovran Advisors, LLC

Sovran Advisors, LLC is a Trust / Endowment institutional filer with the SEC under CIK 2051471, reporting 615 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-30

Top 10 portfolio positions

The largest reported holdings in Sovran Advisors, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. APPLE INC (AAPL)
  3. MICROSOFT CORP (MSFT)
  4. NVIDIA CORPORATION (NVDA)
  5. STATE STR SPDR S&P 500 ETF T (SPY)
  6. INNOVATOR ETFS TRUST (USEP)
  7. ISHARES TR (IVE)
  8. ISHARES TR (IUSB)
  9. BLACKROCK ETF TRUST (DYNF)
  10. ISHARES TR (IVW)
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