# EDGAR Filing Document

**Accession Number:** 0001908165
**File Stem:** 0001908165-26-000005
**Filing Date:** 2026-5
**Character Count:** 14147
**Document Hash:** f35ee3b9f3b17ea8a0ce894be1055569
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001908165-26-000005.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001908165-26-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sovereign Investment Advisors, LLC
- **CENTRAL INDEX KEY:** 0001908165

**ORGANIZATION NAME:**
- **EIN:** 263644360
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21636
- **FILM NUMBER:** 26968017

**BUSINESS ADDRESS:**
- **STREET 1:** 3930 E RAY ROAD
- **STREET 2:** SUITE 170
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85044
- **BUSINESS PHONE:** 480-385-2850

**MAIL ADDRESS:**
- **STREET 1:** 3930 E RAY ROAD
- **STREET 2:** SUITE 170
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85044

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sovereign Investment Advisors LLC<br>**Address:** 3930 E RAY ROAD<br>SUITE 170<br>PHOENIX, AZ 85044

**Form 13F File Number:** 028-21636

**CRD Number (if applicable):** 000149040

**SEC File Number (if applicable):** 801-80942

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** April Lamb<br>**Title:** Director of Operations<br>**Phone:** 480-385-2840

**Signature, Place, and Date of Signing:**

April Lamb  Pheonix, AZ  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 106

**Form 13F Information Table Value Total:** $472128872

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 59548490 | 91163 | SH |  | SOLE |  | 91163 | 0 | 0 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 |  | 33259443 | 746732 | SH |  | SOLE |  | 746732 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 30224608 | 52366 | SH |  | SOLE |  | 52366 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 29080739 | 321228 | SH |  | SOLE |  | 321228 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 26866088 | 41197 | SH |  | SOLE |  | 41197 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 26595483 | 542221 | SH |  | SOLE |  | 542221 | 0 | 0 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 21341612 | 373955 | SH |  | SOLE |  | 373955 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 14896864 | 160630 | SH |  | SOLE |  | 160630 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 13493475 | 193455 | SH |  | SOLE |  | 193455 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 13334011 | 159555 | SH |  | SOLE |  | 159555 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 12843722 | 174412 | SH |  | SOLE |  | 174412 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 12577335 | 332382 | SH |  | SOLE |  | 332382 | 0 | 0 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 11811029 | 528931 | SH |  | SOLE |  | 528931 | 0 | 0 |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 |  | 11300300 | 274479 | SH |  | SOLE |  | 274479 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 9942287 | 30991 | SH |  | SOLE |  | 30991 | 0 | 0 |
| ALPS ETF TR | SMITH CORE PLUS | 00162Q346 |  | 9625725 | 373742 | SH |  | SOLE |  | 373742 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 9479184 | 83805 | SH |  | SOLE |  | 83805 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 9298803 | 183871 | SH |  | SOLE |  | 183871 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 8663791 | 95849 | SH |  | SOLE |  | 95849 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 8080682 | 172113 | SH |  | SOLE |  | 172113 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 7675061 | 42129 | SH |  | SOLE |  | 42129 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 6911004 | 69618 | SH |  | SOLE |  | 69618 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 6660538 | 86299 | SH |  | SOLE |  | 86299 | 0 | 0 |
| LEGG MASON ETF INVT | FRANKLIN US LOW | 52468L406 |  | 6538170 | 153622 | SH |  | SOLE |  | 153622 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6362539 | 94218 | SH |  | SOLE |  | 94218 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 5935993 | 64775 | SH |  | SOLE |  | 64775 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 5933481 | 75432 | SH |  | SOLE |  | 75432 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 4744580 | 49567 | SH |  | SOLE |  | 49567 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 4647245 | 60268 | SH |  | SOLE |  | 60268 | 0 | 0 |
| TC ENERGY CORP | COM | 87807B107 |  | 3484059 | 55254 | SH |  | SOLE |  | 55254 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 2943002 | 40238 | SH |  | SOLE |  | 40238 | 0 | 0 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 |  | 2827624 | 43522 | SH |  | SOLE |  | 43522 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 1927485 | 20300 | SH |  | SOLE |  | 20300 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 1688382 | 11667 | SH |  | SOLE |  | 11667 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1559003 | 19667 | SH |  | SOLE |  | 19667 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1549610 | 28670 | SH |  | SOLE |  | 28670 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1225877 | 5886 | SH |  | SOLE |  | 5886 | 0 | 0 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 1027081 | 22236 | SH |  | SOLE |  | 22236 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 820706 | 2790 | SH |  | SOLE |  | 2790 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 812773 | 2626 | SH |  | SOLE |  | 2626 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 790502 | 2749 | SH |  | SOLE |  | 2749 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 749417 | 3885 | SH |  | SOLE |  | 3885 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 707701 | 5399 | SH |  | SOLE |  | 5399 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 692218 | 1870 | SH |  | SOLE |  | 1870 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 678375 | 5934 | SH |  | SOLE |  | 5934 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 646449 | 1480 | SH |  | SOLE |  | 1480 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 645896 | 3807 | SH |  | SOLE |  | 3807 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 640716 | 2228 | SH |  | SOLE |  | 2228 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 640222 | 3671 | SH |  | SOLE |  | 3671 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 633455 | 5097 | SH |  | SOLE |  | 5097 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 611165 | 7050 | SH |  | SOLE |  | 7050 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 610684 | 4661 | SH |  | SOLE |  | 4661 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 497247 | 1003 | SH |  | SOLE |  | 1003 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 488094 | 6862 | SH |  | SOLE |  | 6862 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 477129 | 5997 | SH |  | SOLE |  | 5997 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 474296 | 829 | SH |  | SOLE |  | 829 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 439310 | 1731 | SH |  | SOLE |  | 1731 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 435216 | 1368 | SH |  | SOLE |  | 1368 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 421931 | 1940 | SH |  | SOLE |  | 1940 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 409694 | 4411 | SH |  | SOLE |  | 4411 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 403890 | 7112 | SH |  | SOLE |  | 7112 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 401351 | 7081 | SH |  | SOLE |  | 7081 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 401251 | 1414 | SH |  | SOLE |  | 1414 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 387926 | 1587 | SH |  | SOLE |  | 1587 | 0 | 0 |
| SOUTH BOW CORP | COM | 83671M105 |  | 371976 | 11049 | SH |  | SOLE |  | 11049 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 370548 | 2006 | SH |  | SOLE |  | 2006 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 355647 | 502 | SH |  | SOLE |  | 502 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 353374 | 5424 | SH |  | SOLE |  | 5424 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 352234 | 5732 | SH |  | SOLE |  | 5732 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 348085 | 1120 | SH |  | SOLE |  | 1120 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 346856 | 410 | SH |  | SOLE |  | 410 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 340016 | 2937 | SH |  | SOLE |  | 2937 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 336610 | 376 | SH |  | SOLE |  | 376 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 316891 | 883 | SH |  | SOLE |  | 883 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 316296 | 3277 | SH |  | SOLE |  | 3277 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 310231 | 1525 | SH |  | SOLE |  | 1525 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 296972 | 2268 | SH |  | SOLE |  | 2268 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 295706 | 875 | SH |  | SOLE |  | 875 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 285566 | 2970 | SH |  | SOLE |  | 2970 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 281990 | 283 | SH |  | SOLE |  | 283 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 277506 | 5528 | SH |  | SOLE |  | 5528 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 277379 | 2040 | SH |  | SOLE |  | 2040 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 265039 | 1281 | SH |  | SOLE |  | 1281 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 264638 | 2200 | SH |  | SOLE |  | 2200 | 0 | 0 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 263026 | 807 | SH |  | SOLE |  | 807 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 257545 | 2790 | SH |  | SOLE |  | 2790 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 252882 | 2305 | SH |  | SOLE |  | 2305 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 238873 | 3141 | SH |  | SOLE |  | 3141 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 234503 | 388 | SH |  | SOLE |  | 388 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 228099 | 476 | SH |  | SOLE |  | 476 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 227268 | 493 | SH |  | SOLE |  | 493 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 226614 | 1419 | SH |  | SOLE |  | 1419 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 223209 | 1350 | SH |  | SOLE |  | 1350 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 222584 | 242 | SH |  | SOLE |  | 242 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 221723 | 1383 | SH |  | SOLE |  | 1383 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 221427 | 1533 | SH |  | SOLE |  | 1533 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 220782 | 843 | SH |  | SOLE |  | 843 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 219365 | 1143 | SH |  | SOLE |  | 1143 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 218311 | 4947 | SH |  | SOLE |  | 4947 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 215964 | 1677 | SH |  | SOLE |  | 1677 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 214758 | 886 | SH |  | SOLE |  | 886 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 214455 | 1381 | SH |  | SOLE |  | 1381 | 0 | 0 |
| SLB LIMITED | COM STK | 806857108 |  | 210699 | 4100 | SH |  | SOLE |  | 4100 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 206248 | 626 | SH |  | SOLE |  | 626 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 202999 | 982 | SH |  | SOLE |  | 982 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 201959 | 210 | SH |  | SOLE |  | 210 | 0 | 0 |

---