Somnio Financial Group, LLC Portfolio Holdings

Somnio Financial Group, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40B, Vanguard Ftse All World Ex Us with a value of $29.2B, Vanguard Mid Cap ETF with a value of $13.7B, Ishares Core U.S. Aggregate Bo with a value of $13.1B, and Vanguard Specialized Funds Van with a value of $12.1B.

Examining the 13F form we can see an increase of $3.8B in the current position value, from $147B to 151B.

Somnio Financial Group, LLC is based out at Glastonbury, CT

Below you can find more details about Somnio Financial Group, LLC portfolio as well as his latest detailed transactions.