13F filer

Sunbelt Securities

As of Mar 31, 2026 Filed May 18, 2026 CIK 1632932 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$1.58B

Positions

2,954

Top Position

XOM14.5%

Top 5

23.2%

Latest filing changes

vs Dec 31, 2025

1 SNDK Sandisk >999%+$12.4M

2 MU Micron Technology +206.9%+$5.1M

3 SCHV Schwab U.S. Large-Cap Value ETF +25.0%+$3.1M

4 FDEM Fidelity Emerging Markets Multifactor ETF +81.4%+$2.8M

5 IJR iShares Core S&P Small-Cap ETF +37.0%+$2.7M

Holdings2,954

#
1	XOM ExxonMobil Filing details 30231G102 Mar 31, 2026 1,351,473 reported quantity $229,290,875 reported value	14.5%	$229.3M	-1.2%	1.35M	11.0%	Common Stock
2	NVDA NVIDIA	3.3%	$52.3M	-11.3%	299.6K	4.2%	Common Stock
3	AAPL Apple	2.0%	$32.0M	+0.8%	126.3K	2.3%	Common Stock
4	MSFT Microsoft	1.8%	$29.1M	+3.7%	78.5K	2.4%	Common Stock
5	AVGO Broadcom	1.6%	$25.6M	+1.9%	82.8K	1.9%	Common Stock
6	IAU iShares Gold Trust Filing details 464285204 Mar 31, 2026 253,669 reported quantity $22,363,459 reported value	1.4%	$22.4M	-3.2%	253.7K	1.4%	ETF
7	QQQ Invesco QQQ Trust, Series 1	1.4%	$22.1M	+0.5%	38.3K	1.6%	ETF
8	SCHG Schwab U.S. Large-Cap Growth ETF	1.4%	$21.7M	+2.4%	744.5K	1.6%	ETF
9	IVW iShares S&P 500 Growth ETF	1.3%	$20.7M	+0.9%	183.4K	1.5%	ETF
10	IVV iShares Core S&P 500 ETF	1.3%	$20.4M	+4.4%	31.2K	1.4%	ETF
11	BPRE Bluerock Pvt Real Estate Fd	1.2%	$19.7M	+15.8%	1.19M	1.0%	Common Stock
12	BOXX Alpha Architect 1-3 Month Box ETF	1.2%	$19.2M	-3.9%	165.0K	1.3%	ETF
13	AMZN Amazon	1.2%	$18.5M	+1.9%	88.8K	1.3%	Common Stock
14	BALT Innovator Defined Wealth Shield ETF — Quarterly	1.0%	$15.7M	+2.2%	467.9K	1.0%	ETF
15	SCHV Schwab U.S. Large-Cap Value ETF	1.0%	$15.6M	+25.0%	510.6K	0.8%	ETF
16	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.0%	$15.3M	+0.9%	23.5K	1.1%	ETF
17	CGMS Capital Group U.S. Multi-Sector Income ETF — Share Class	0.9%	$14.1M	+19.8%	516.1K	0.8%	ETF
18	GOOG Alphabet Class C	0.8%	$12.4M	+3.3%	43.3K	0.9%	Common Stock
19	SNDK Sandisk	0.8%	$12.4M	>999%	19.5K	<0.1%	Common Stock
20	PLTR Palantir Technologies	0.8%	$12.2M	-11.3%	83.2K	1.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing165

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.