Sunbelt Securities, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.58B
Q ending 2026-03-31
Prior quarter
$1.50B
Q ending 2025-12-31
Change
+5.7% QoQ · +41.5% YoY
Positions
2,954
reported holdings
Largest positions
Top 100 of 2,954 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Exxon Mobil Corp Com | XOM | Shares | $229.3M | 1.4M |
| Nvidia Corporation Com | NVDA | Shares | $52.3M | 300K |
| Apple Inc Com | AAPL | Shares | $32.0M | 126K |
| Microsoft Corp Com | MSFT | Shares | $29.1M | 79K |
| Broadcom Inc Com | AVGO | Shares | $25.6M | 83K |
| Ishares Gold Trust | IAU | Shares | $22.4M | 254K |
| Invesco Qqq Trust Series I | QQQ | Shares | $22.1M | 38K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $21.7M | 745K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $20.7M | 183K |
| Ishares Core S&P 500 Etf | IVV | Shares | $20.4M | 31K |
| Bluerock Pvt Real Estate Fd Com | BPRE | Shares | $19.7M | 1.2M |
| Alpha Architect 1-3 Month Box Etf | BOXX | Shares | $19.2M | 165K |
| Amazon Com Inc Com | AMZN | Shares | $18.5M | 89K |
| Innovator Defined Wealth Shield Et | BALT | Shares | $15.7M | 468K |
| Schwab U.S. Large-Cap Value Etf | SCHV | Shares | $15.6M | 511K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $15.3M | 23K |
| Capital Group U.S. Multi-Sector In | CGMS | Shares | $14.1M | 516K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $12.4M | 43K |
| Sandisk Corp Com | SNDK | Shares | $12.4M | 20K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $12.2M | 83K |
| Innovator Power Buffer Step-Up Str | PSTP | Shares | $11.3M | 327K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $10.9M | 38K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $10.2M | 113K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $10.0M | 81K |
| Johnson & Johnson Com | JNJ | Shares | $9.6M | 39K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $9.6M | 330K |
| Procter & Gamble Co Com | PG | Shares | $9.5M | 66K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $9.4M | 20K |
| Ishares S&P 500 Value Etf | IVE | Shares | $9.2M | 44K |
| Schwab U.S. Mid-Cap Etf | SCHM | Shares | $9.2M | 297K |
| Tesla Inc Com | TSLA | Shares | $9.1M | 25K |
| Merck & Co Inc Com | MRK | Shares | $9.1M | 76K |
| Meta Platforms Inc Cl A | META | Shares | $9.0M | 16K |
| Abbvie Inc Com | ABBV | Shares | $8.8M | 40K |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $8.5M | 122K |
| Enterprise Prods Partners L P Com | EPD | Shares | $8.4M | 222K |
| Capital Group Core Equity Etf | CGUS | Shares | $8.4M | 218K |
| Jpmorgan Chase & Co Com | JPM | Shares | $8.1M | 28K |
| Coca Cola Co Com | KO | Shares | $8.0M | 106K |
| Micron Technology Inc Com | MU | Shares | $7.6M | 22K |
| Visa Inc Com Cl A | V | Shares | $7.4M | 25K |
| Innovator Buffer Step-Up Strategy | BSTP | Shares | $7.4M | 206K |
| Walmart Inc Com | WMT | Shares | $6.8M | 55K |
| Ishares Msci Usa Equal Weighted Et | EUSA | Shares | $6.4M | 63K |
| Fidelity Emerging Markets Multifac | FDEM | Shares | $6.3M | 198K |
| Ishares Core S&P Total U.S. Stock | ITOT | Shares | $6.0M | 42K |
| Ishares S&P Mid-Cap 400 Growth Etf | IJK | Shares | $5.8M | 58K |
| Ishares U.S. Etf Trust Ishares Gsc | COMT | Shares | $5.8M | 172K |
| State Street Spdr S&P Dividend Etf | SDY | Shares | $5.8M | 40K |
| Ishares Core High Dividend Etf | HDV | Shares | $5.8M | 43K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $5.8M | 189K |
| Philip Morris Intl Inc Com | PM | Shares | $5.7M | 35K |
| Costco Wholesale Corporation Com | COST | Shares | $5.7M | 6K |
| Janus Henderson Aaa Clo Etf | JAAA | Shares | $5.7M | 113K |
| Chevron Corporation Com | CVX | Shares | $5.5M | 27K |
| Fidelity Hedged Equity Etf | FHEQ | Shares | $5.5M | 186K |
| Altria Group Inc Com | MO | Shares | $5.4M | 82K |
| Fidelity Quality Factor Etf | FQAL | Shares | $5.2M | 72K |
| Victoryshares Free Cash Flow Etf | VFLO | Shares | $5.1M | 128K |
| Ishares S&P Small-Cap 600 Growth E | IJT | Shares | $5.0M | 35K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $5.0M | 26K |
| Netflix Inc. Com | NFLX | Shares | $4.9M | 51K |
| Capital Group Core Balanced Etf | CGBL | Shares | $4.9M | 143K |
| Fidelity Nasdaq Composite Index Et | ONEQ | Shares | $4.9M | 58K |
| Vanguard Information Technology Et | VGT | Shares | $4.6M | 7K |
| Innovator Premium Income 30 Barrie | JANJ | Shares | $4.6M | 189K |
| Schwab Emerging Markets Equity Etf | SCHE | Shares | $4.5M | 138K |
| First Trust Rba American Industria | AIRR | Shares | $4.5M | 41K |
| Valero Energy Corp Com | VLO | Shares | $4.4M | 18K |
| Ft Vest Us Equity Moderate Buffer | GFEB | Shares | $4.3M | 105K |
| Wisdomtree U.S. Quality Growth Fun | QGRW | Shares | $4.3M | 80K |
| Ares Capital Corp Com | ARCC | Shares | $4.1M | 229K |
| Invesco S&P 500 Revenue Etf | RWL | Shares | $4.1M | 36K |
| Energy Transfer L P Com Ut Ltd Ptn | ET | Shares | $4.1M | 212K |
| Mcdonalds Corp Com | MCD | Shares | $4.0M | 13K |
| Ft Vest U.S. Equity Moderate Buffe | GJUL | Shares | $4.0M | 97K |
| Ishares U.S. Technology Etf | IYW | Shares | $3.9M | 22K |
| Fidelity Msci Information Technolo | FTEC | Shares | $3.8M | 18K |
| Ishares International Dividend Gro | IGRO | Shares | $3.8M | 46K |
| International Business Machs Com | IBM | Shares | $3.7M | 15K |
| Dell Technologies Inc Cl C | DELL | Shares | $3.7M | 22K |
| Ft Vest U.S. Equity Moderate Buffe | GJUN | Shares | $3.6M | 92K |
| Victoryshares Free Cash Flow Growt | GFLW | Shares | $3.6M | 138K |
| Ishares Core S&P Us Value Etf | IUSV | Shares | $3.5M | 35K |
| Capital Group Dividend Value Etf | CGDV | Shares | $3.5M | 82K |
| Capital Group Growth Etf | CGGR | Shares | $3.4M | 84K |
| Blackstone Inc Com | BX | Shares | $3.3M | 29K |
| State Street Technology Select Sec | XLK | Shares | $3.2M | 24K |
| Yieldmax Nvda Option Income Strate | NVDY | Shares | $3.2M | 247K |
| Goldman Sachs Group Inc Com | GS | Shares | $3.2M | 4K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $3.1M | 9K |
| Ft Vest U.S. Equity Deep Buffer Et | DFEB | Shares | $3.1M | 65K |
| First Trust Nasdaq Cybersecurity E | CIBR | Shares | $3.1M | 49K |
| Ishares Core S&P U.S. Growth Etf | IUSG | Shares | $3.1M | 20K |
| Cisco Sys Inc Com | CSCO | Shares | $3.0M | 38K |
| Wisdomtree Us Value Fund Of Benef | WTV | Shares | $3.0M | 31K |
| Ishares U.S. Aerospace & Defense E | ITA | Shares | $3.0M | 14K |
| Hca Healthcare Inc Com | HCA | Shares | $3.0M | 6K |
| Mastercard Incorporated Cl A | MA | Shares | $2.8M | 6K |
| First Trust Rising Dividend Achiev | RDVY | Shares | $2.8M | 41K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.