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SVRN Asset Management Portfolio holdings

AUM $194M
This Fund
S&P 500
This Quarter Est. Return
+1.66%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
+$121M
Cap. Flow %
99.53%
Top 10 Hldgs %
79.94%
Holding
43
New
43
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 3.66%
2 Financials 1.15%
3 Communication Services 0.72%
4 Real Estate 0.42%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
$26.7M 21.99%
+79,638
New +$26.5M
DGRO icon
2
iShares Core Dividend Growth ETF
DGRO
$43.9B
$14.9M 12.25%
+214,285
New +$14.7M
VXUS icon
3
Vanguard Total International Stock ETF
VXUS
$164B
$14M 11.55%
+185,807
New +$13.9M
IQLT icon
4
iShares MSCI Intl Quality Factor ETF
IQLT
$14.4B
$8.72M 7.19%
+191,946
New +$8.6M
VTIP icon
5
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$8.4M 6.92%
+169,786
New +$8.49M
SGOV icon
6
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$6.78M 5.59%
+67,575
New +$6.79M
ORR
7
Militia Long/Short Equity ETF
ORR
$356M
$5.81M 4.78%
+169,964
New +$5.53M
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$39.2B
$4.71M 3.88%
+53,254
New +$4.79M
TCAF icon
9
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.31B
$3.72M 3.07%
+97,447
New +$3.73M
VEU icon
10
Vanguard FTSE All-World ex-US ETF
VEU
$70.8B
$3.31M 2.73%
+44,976
New +$3.27M
AVGO icon
11
Broadcom
AVGO
$1.68T
$1.88M 1.55%
+5,420
New +$1.94M
VGLT icon
12
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$1.66M 1.36%
+29,685
New +$1.69M
KWEB icon
13
KraneShares CSI China Internet ETF
KWEB
$5.2B
$1.57M 1.29%
+46,150
New +$1.77M
AAPL icon
14
Apple
AAPL
$4.57T
$1.42M 1.17%
+5,208
New +$1.4M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.39M 1.15%
+2,773
New +$1.38M
BRW
16
Saba Capital Income & Opportunities Fund
BRW
$329M
$1.23M 1.02%
+175,886
New +$1.27M
BOXX icon
17
Alpha Architect 1-3 Month Box ETF
BOXX
$14B
$1.21M 1%
+10,541
New +$1.21M
MSFT icon
18
Microsoft
MSFT
$3.67T
$1.15M 0.94%
+2,371
New +$1.19M
LTPZ icon
19
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$816M
$1.08M 0.89%
+20,933
New +$1.11M
GLDM icon
20
SPDR Gold MiniShares Trust
GLDM
$31.9B
$1.02M 0.84%
+11,947
New +$982K
VTEB icon
21
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$993K 0.82%
+19,754
New +$994K
VBR icon
22
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$910K 0.75%
+4,296
New +$899K
VIG icon
23
Vanguard Dividend Appreciation ETF
VIG
$114B
$897K 0.74%
+4,083
New +$892K
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$74B
$872K 0.72%
+32,400
New +$865K
VOE icon
25
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$706K 0.58%
+3,980
New +$697K

Similar funds

SVRN Asset Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for SVRN Asset Management, which disclosed 43 positions worth $121M. Its ten largest holdings account for 80% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 79,638 shares worth $26.7M.

By sector, the portfolio is most concentrated in Technology at 3.7% of assets, followed by Financials and Communication Services.

  • SVRN Asset Management's largest Q4 2025 buy was Vanguard Morningstar Total Stock Market ETF: 79,638 shares worth $26.7M.
  • SVRN Asset Management's ten largest holdings make up 80% of its $121M portfolio in Q4 2025.
  • SVRN Asset Management disclosed 43 positions in Q4 2025, its first 13F filing on record.

Based on SVRN Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.