Sunbelt Securities, Inc.

CIK: 0001632932Latest portfolio: $1.5B · Q4 2025

Holdings

2,784

Total Value

$1.5B

New Positions

297

Closed Positions

211

#StockSharesValue% PortfolioChangeType
1
XOMEXXON MOBIL CORP COM
1,368,228$164.7M10.98%+18K
2
NVDANVIDIA CORPORATION COM
337,793$63.0M4.20%+2K
3
MSFTMICROSOFT CORP COM
75,737$36.6M2.44%+1K
4
AAPLAPPLE INC COM
125,257$34.1M2.27%+441
5
AVGOBROADCOM INC COM
81,258$28.1M1.88%-629
6
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
726,980$23.7M1.58%+23K
7
NDQINVESCO QQQ TRUST SERIES I
38,127$23.4M1.56%+1K
8
IVWISHARES S&P 500 GROWTH ETF
181,864$22.4M1.50%-5,091
9
IAU*ISHARES GOLD TRUST
262,168$21.3M1.42%-159,877
10
IVVISHARES CORE S&P 500 ETF
29,936$20.5M1.37%+640
11
AMZNAMAZON COM INC COM
87,180$20.1M1.34%+2K
12
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
171,687$19.8M1.32%-12,713
13
PLTRPALANTIR TECHNOLOGIES INC CL A
93,772$16.7M1.11%+12K
14
SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT
23,259$15.9M1.06%-344
15
BPREBLUEROCK PVT REAL ESTATE FD COM
1,024,719$15.4M1.03%NEW
16
DDTOINNOVATOR DEFINED WEALTH SHIELD ETF
457,687$15.3M1.02%+29K
17
GOOGALPHABET INC CAP STK CL C
41,971$13.2M0.88%-615
18
PSTPINNOVATOR POWER BUFFER STEP-UP STRATEGY ETF
360,494$12.7M0.85%+19K
19
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
408,347$12.1M0.81%+193K
20
GOOGLALPHABET INC CAP STK CL A
38,175$11.9M0.80%-2,195
21
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
430,923$11.9M0.79%+123K
22
TSLATESLA INC COM
24,053$10.8M0.72%+1K
23
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
20,564$10.3M0.69%+524
24
AQLTISHARES CORE MSCI EAFE ETF
115,393$10.3M0.69%+7K
25
METAMETA PLATFORMS INC CL A
15,526$10.2M0.68%+890

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SCHV408K+193K
CGMS431K+123K
PNNT176K+72K
FSLY71K+47K
ARCC167K+42K
PSN37K+37K
NFLX38K+34K
IREN33K+33K
OCTJ32K+30K
DDTO458K+29K

Decreased Positions

NameSharesChange
SCHD262K-226991
IAU*262K-159877
NLY10K-18388
FENY58K-18347
KVUE10K-17447
QTJA107K-14189
CRWV1K-13730
ETHA130-13518
BOXX172K-12713
JANJ197K-12254

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Consumer Cyclical0.0% ($2.012210817419722e+289T)
Energy0.0% ($1.6465272884172334e+218T)
Real Estate0.0% ($2.42916871426122e+182T)
Consumer Defensive0.0% ($9.580747363604837e+134T)
Basic Materials0.0% ($1.0341021778548524e+123T)
Communication Services0.0% ($1.3170119481024836e+102T)
Utilities0.0% ($1.6481474570567565e+86T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 20, 2026$1.5B2,784
Q3 2025Nov 19, 2025$1.4T2,701
Q2 2025Aug 14, 2025$1.1T1,805
Q1 2025Apr 24, 2025$1.1T1,795
Q4 2024Feb 18, 2025$1.1T1,815
Q3 2024Nov 18, 2024$1019.8T1,855
Q2 2024Aug 16, 2024$977.5T1,770
Q1 2024Apr 15, 2024$896.4T1,736
Q4 2023Feb 15, 2024$794.2T1,699
Q3 2023Dec 11, 2023$722.6T1,768
Q2 2023Aug 16, 2023$695.3T1,693
Q1 2023May 17, 2023$621.8T1,645
Q4 2022Feb 8, 2023$511.8T454
Q3 2022Nov 21, 2022$473.0B428
Q3 2022Oct 3, 2022$472.8B437
Q1 2022May 16, 2022$546.2B451
Q4 2021Feb 14, 2022$615.6B464
Q3 2021Nov 15, 2021$556.3B442
Q2 2021Jul 29, 2021$555.6B438
Q1 2021May 27, 2021$507.7B424
Q4 2020Feb 9, 2021$483.9B394
Q3 2020Nov 17, 2020$359.6B333
Q2 2020Aug 14, 2020$291.1B295
Q1 2020May 15, 2020$2.3T372
Q4 2019Feb 14, 2020$253.5T2,375
Q3 2019Nov 15, 2019$891.7B612
Q2 2019Aug 1, 2019$229.9B261
Q1 2019May 15, 2019$200.0B229
Q4 2018Feb 11, 2019$186.8B222
Q3 2018Nov 14, 2018$186.8B222
Q2 2018Aug 8, 2018$167.1B214
Q1 2018May 9, 2018$109.3B183
Q4 2017Feb 6, 2018$102.8B170
Q3 2017Nov 3, 2017$95.1B159
Q2 2017Aug 15, 2017$53.2B80
Q1 2017May 5, 2017$66.5B93
Q4 2016Feb 13, 2017$81.8T598
Q3 2016Nov 14, 2016$82.9B109
Q2 2016Aug 11, 2016$95.3T629
Q1 2016May 11, 2016$86.1T621

Fund Information

CIK0001632932
Most Recent FilingFeb 20, 2026
Number of Filings40

Sunbelt Securities, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.5B across 2,784 holdings. The largest position is EXXON MOBIL CORP COM (XOM), representing 11.0% of the portfolio. Compared to the previous quarter, the fund opened 305 new positions and closed 222 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.