Somnio Financial Group's Investment Activity in Q2 2026
Somnio Financial Group, Llc disclosed changes across its portfolio holdings on June 30th, 2026. The report highlights significant increases and decreases in specific fund positions.
On Saturday, June 30, 2026, Somnio Financial Group, Llc provided updated disclosures regarding its portfolio holdings through the end of Q2.
The investor's portfolio contained a total of 14 holdings. The most significant change during this period was an increase in shares held for VANGUARD INDEX FDS (VO). Somnio added over 147,696 units to their position, resulting in a substantial portfolio allocation percentage of approximately 9.36%.
Other notable purchases included additions to VANGUARD CHARLOTTE FDS (BNDX), where shares increased by over 10,767 units (
Somnio also reported reductions in several positions. Shares of VANGUARD INTL EQUITY INDEX F (VEU) decreased by 1,915 units (-0.48%), and holdings in ISHARES TR (IJR) dropped by 1,638 shares (-1.77%).
In addition to these changes, the investor updated their positions for funds like SPDR SERIES TRUST (JNK), VANGUARD INDEX FDS (VNQ), and others, reflecting ongoing adjustments to their investment strategy.
For a complete list of holdings and their respective allocations as of June 30th, 2026, please visit the Somnio Financial Group profile.