Sunbelt Securities, Inc.
CIK: 1632932SEC EDGAR →
Portfolio Value
$638.3B
Holdings
2,954
As of
Q1 2026
New Positions
2,954
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TRUST | 253,669 | $22.4B | 3.50% |
| 2 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 744,512 | $21.7B | 3.40% |
| 3 | BLUEROCK PVT REAL ESTATE FD COM | 1,186,168 | $19.7B | 3.09% |
| 4 | INNOVATOR DEFINED WEALTH SHIELD ETF | 467,920 | $15.7B | 2.45% |
| 5 | SCHWAB U.S. LARGE-CAP VALUE ETF | 510,572 | $15.6B | 2.44% |
| 6 | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 516,085 | $14.1B | 2.20% |
| 7 | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | 327,142 | $11.3B | 1.77% |
| 8 | ISHARES CORE MSCI EAFE ETF | 113,195 | $10.2B | 1.61% |
| 9 | SCHWAB U.S. SMALL-CAP ETF | 329,819 | $9.6B | 1.50% |
| 10 | SCHWAB U.S. MID-CAP ETF | 296,948 | $9.2B | 1.44% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1112 | $380.4B | 59.6% |
| Unknown | 225 | $119.0B | 18.6% |
| Technology | 344 | $37.4B | 5.9% |
| Energy | 118 | $31.7B | 5.0% |
| Consumer Defensive | 85 | $16.8B | 2.6% |
| Real Estate | 133 | $13.9B | 2.2% |
| Communication Services | 75 | $9.6B | 1.5% |
| Consumer Cyclical | 200 | $6.5B | 1.0% |
| Industrials | 245 | $6.5B | 1.0% |
| Healthcare | 269 | $6.5B | 1.0% |
| Basic Materials | 91 | $5.7B | 0.9% |
| Utilities | 57 | $4.3B | 0.7% |