Sunbelt Securities, Inc. 13F Holdings · Q1 2026
Sunbelt Securities, Inc. reported 2,951 securities worth $1.58B in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: XOM (14.47%), NVDA (3.30%), AAPL (2.02%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | $229.3M | 14.47% | 1.4M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION COM | $52.3M | 3.30% | 299,607 | Trimmed |
| 3 | AAPL | APPLE INC COM | $32.0M | 2.02% | 126,284 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $29.1M | 1.83% | 78,521 | Added |
| 5 | AVGO | BROADCOM INC COM | $25.6M | 1.62% | 82,762 | Added |
| 6 | IAU | ISHARES GOLD TRUST | $22.4M | 1.41% | 253,669 | Trimmed |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | $22.1M | 1.40% | 38,321 | Added |
| 8 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $21.7M | 1.37% | 744,512 | Added |
| 9 | IVW | ISHARES S&P 500 GROWTH ETF | $20.7M | 1.31% | 183,413 | Added |
| 10 | IVV | ISHARES CORE S&P 500 ETF | $20.4M | 1.29% | 31,243 | Added |
| 11 | BPRE | BLUEROCK PVT REAL ESTATE FD COM | $19.7M | 1.24% | 1.2M | Added |
| 12 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $19.2M | 1.21% | 165,049 | Trimmed |
| 13 | AMZN | AMAZON COM INC COM | $18.5M | 1.17% | 88,838 | Added |
| 14 | BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $15.7M | 0.99% | 467,920 | Added |
| 15 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $15.6M | 0.98% | 510,572 | Added |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF | $15.3M | 0.96% | 23,457 | Added |
| 17 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $14.1M | 0.89% | 516,085 | Added |
| 18 | GOOG | ALPHABET INC CAP STK CL C | $12.4M | 0.78% | 43,349 | Added |
| 19 | SNDK | SANDISK CORP COM | $12.4M | 0.78% | 19,546 | Added |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $12.2M | 0.77% | 83,167 | Trimmed |
| 21 | PSTP | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $11.3M | 0.71% | 327,142 | Trimmed |
| 22 | GOOGL | ALPHABET INC CAP STK CL A | $10.9M | 0.69% | 38,072 | Trimmed |
| 23 | IEFA | ISHARES CORE MSCI EAFE ETF | $10.2M | 0.65% | 113,195 | Trimmed |
| 24 | IJR | ISHARES CORE S&P SMALL CAP ETF | $10.0M | 0.63% | 80,619 | Added |
| 25 | JNJ | JOHNSON & JOHNSON COM | $9.6M | 0.61% | 39,269 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR