Sowa Financial Group, Inc.
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$202K
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FBCG
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 572.5k shares)
14.9%
02
$IAU
ISHARES GOLD TR
Q4 2025: Exited (was 406.6k shares)
13.0%
03
$PVAL
PUTNAM ETF TRUST
Q4 2025: Exited (was 548.3k shares)
12.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 1.4% (50.4k → 49.7k shares)
12.1%
05
$HGER
HARBOR ETF TRUST
Q4 2025: Exited (was 505.8k shares)
12.0%
06
$FELV
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 626.3k shares)
11.2%
07
$VFLO
VICTORY PORTFOLIOS II
Q4 2025: Exited (was 12.2k shares)
6.3%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 3.2% (37.5k → 36.3k shares)
2.8%
09
$V
VISA INC
Q4 2025: Sold 92.0% (12.3k → 980 shares)
1.8%
10
$IYH
ISHARES TR
Q4 2025: Exited (was 68.5k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.