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Southern Financial Group, LLC

Q2 2026 13F filing

Updated 51 days ago

95 disclosed positions worth $391.8M

Portfolio value
$391.8M
Total holdings
95
New positions
6
Closed positions
2
Increased
47
Decreased
41
Turnover
8.4%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

JANUS DETROIT STR TR

+3.7%
Value
$70M
Shares
1.41M
% Port
17.88%
?
2.N/A

J P MORGAN EXCHANGE TRADED F

+4.5%
Value
$65M
Shares
1.41M
% Port
16.58%
F
3.FPF

FIRST TR EXCHANGE TRADED FD

+0.4%
Value
$56.4M
Shares
1.31M
% Port
14.41%
?
4.N/A

JANUS DETROIT STR TR

+0.2%
Value
$44.5M
Shares
440.0K
% Port
11.37%
?
5.N/A

FIDELITY GREENWOOD STREET TR

+0.6%
Value
$35.2M
Shares
1.07M
% Port
8.98%
S

SOUTHERN CO

-0.4%
Value
$35.1M
Shares
366.4K
% Port
8.95%
F
7.FPF

FIRST TR EXCHANGE-TRADED FD

+3.6%
Value
$32.4M
Shares
641.2K
% Port
8.26%
F

DIAMONDBACK ENERGY INC

-3.0%
Value
$4.1M
Shares
23.3K
% Port
1.04%
A

APPLE INC

-7.7%
Value
$2.8M
Shares
9.5K
% Port
0.71%
F
10.FPF

FIRST TR EXCHANGE TRADED FD

+11.6%
Value
$2M
Shares
25.3K
% Port
0.52%
R

REGIONS FINANCIAL CORP NEW

-5.7%
Value
$2M
Shares
67.6K
% Port
0.52%
M
12.MU

MICRON TECHNOLOGY INC

-5.4%
Value
$1.9M
Shares
1.7K
% Port
0.49%
I
13.INTC

INTEL CORP

-11.7%
Value
$1.8M
Shares
12.6K
% Port
0.45%
G

GOLDMAN SACHS ETF TR

+2.2%
Value
$1.4M
Shares
24.4K
% Port
0.35%
P
15.PLTR

PALANTIR TECHNOLOGIES INC

+281.5%
Value
$1.3M
Shares
11.4K
% Port
0.34%
N
16.NVDA

NVIDIA CORPORATION

-0.9%
Value
$1.3M
Shares
6.6K
% Port
0.34%
A
17.AMD

ADVANCED MICRO DEVICES INC

-2.9%
Value
$1.3M
Shares
2.2K
% Port
0.32%
F
18.FPF

FIRST TR EXCHANGE-TRADED FD

+0.9%
Value
$1.1M
Shares
12.4K
% Port
0.28%
C
19.CSCO

CISCO SYS INC

+0.6%
Value
$1.1M
Shares
9.2K
% Port
0.28%
B

BANK OF AMER CORP

-0.1%
Value
$1.1M
Shares
18.8K
% Port
0.27%
S
21.SRJN

SPIRE INC

-4.1%
Value
$1M
Shares
13.0K
% Port
0.26%
V
22.VZ

VERIZON COMMUNICATIONS INC

+1.0%
Value
$826K
Shares
19.5K
% Port
0.21%
A
23.AMZN

AMAZON COM INC

-1.6%
Value
$817K
Shares
3.4K
% Port
0.21%
A
24.ABBV

ABBVIE INC

-3.6%
Value
$792K
Shares
3.1K
% Port
0.20%
C
25.CAT

CATERPILLAR INC

-11.9%
Value
$779K
Shares
731
% Port
0.20%
G
26.GE

GE AEROSPACE

-1.5%
Value
$776K
Shares
2.1K
% Port
0.20%
?
27.N/A

FIRST TR EXCHANGE-TRADED FD

+0.0%
Value
$728K
Shares
37.7K
% Port
0.19%
?
28.N/A

AT&T INC

+0.5%
Value
$707K
Shares
34.2K
% Port
0.18%
M
29.MSFT

MICROSOFT CORP

-5.9%
Value
$684K
Shares
1.8K
% Port
0.17%
?
30.N/A

FIRST TR EXCHANGE-TRADED FD

-3.7%
Value
$664K
Shares
34.7K
% Port
0.17%
G

ALPHABET INC

-1.0%
Value
$658K
Shares
1.9K
% Port
0.17%
J

JPMORGAN CHASE & CO

+4.2%
Value
$624K
Shares
1.9K
% Port
0.16%
M

MORGAN STANLEY

-3.1%
Value
$612K
Shares
2.9K
% Port
0.16%
G
34.GEV

GE VERNOVA INC

-10.2%
Value
$600K
Shares
510
% Port
0.15%
C
35.C-PR

CITIGROUP INC

-6.1%
Value
$572K
Shares
4.1K
% Port
0.15%
M
36.META

META PLATFORMS INC

-2.2%
Value
$541K
Shares
960
% Port
0.14%
P
37.PFE

PFIZER INC

+5.6%
Value
$522K
Shares
21.7K
% Port
0.13%
F
38.F-PD

FORD MTR CO

+6.2%
Value
$513K
Shares
36.9K
% Port
0.13%
C

BRISTOL-MYERS SQUIBB CO

+1.9%
Value
$509K
Shares
8.8K
% Port
0.13%
O

ORACLE CORP

+0.7%
Value
$490K
Shares
3.3K
% Port
0.13%
Q
41.QCOM

QUALCOMM INC

+0.3%
Value
$481K
Shares
2.6K
% Port
0.12%
G

GOLDMAN SACHS ETF TR

+18.0%
Value
$465K
Shares
7.8K
% Port
0.12%
G

ALPHABET INC

+6.2%
Value
$460K
Shares
1.3K
% Port
0.12%
C
44.CVS

CVS HEALTH CORP

+0.7%
Value
$452K
Shares
4.4K
% Port
0.12%
C
45.CRCL

CIRCLE INTERNET GROUP INC

Value
$451K
Shares
7.2K
% Port
0.12%
A
46.AVGO

BROADCOM INC

+2.0%
Value
$446K
Shares
1.2K
% Port
0.11%
I
47.IBM

INTERNATIONAL BUSINESS MACHS

+6.3%
Value
$434K
Shares
1.5K
% Port
0.11%
N
48.NRG

NRG ENERGY INC

+0.2%
Value
$422K
Shares
2.9K
% Port
0.11%
?
49.N/A

FIRST TR EXCHANGE TRADED FD

-2.7%
Value
$417K
Shares
1.5K
% Port
0.11%
W
50.WMT

WALMART INC

-2.2%
Value
$415K
Shares
3.7K
% Port
0.11%