Sunbelt Securities, Inc.
CIK: 1632932SEC EDGAR →
Portfolio Value
$638.3B
Holdings
2,954
As of
Q1 2026
New Positions
2,912
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 | 1124 | $406.0B | 63.6% |
| Unknown | 212 | $113.1B | 17.7% |
| Energy | 114 | $31.4B | 4.9% |
| Technology | 345 | $19.8B | 3.1% |
| Consumer Defensive | 87 | $16.8B | 2.6% |
| Real Estate | 138 | $14.1B | 2.2% |
| Communication Services | 74 | $9.7B | 1.5% |
| Healthcare | 267 | $6.5B | 1.0% |
| Consumer Cyclical | 191 | $6.2B | 1.0% |
| Basic Materials | 104 | $5.8B | 0.9% |
| Industrials | 244 | $4.6B | 0.7% |
| Utilities | 54 | $4.3B | 0.7% |