Q1 2026 13F · SEC CIK 1632932

Sunbelt Securities, Inc.

Wealth managerFiled 2026-05-18 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 2,953
Top holdings a year, 3 yrs: +24.8%
Assets under management: $2.6B

Sunbelt Securities, Inc. is a wealth manager that reported 2,953 positions worth $1.6B in its Q1 2026 13F, filed 2026-05-18. Its largest holdings were Exxon Mobil Corp (XOM, 14.5%), Nvidia Corporation (NVDA, 3.3%), Apple Inc (AAPL, 2.0%). A portfolio copying its top holdings returned 24.8% a year over the last 3 years, against 20.4% for the S&P 500.

Sunbelt Securities, Inc. holdings largest 50 of 2,953 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sunbelt Securities, Inc. 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
XOMExxon Mobil Corp	14.5%	11.0%	1,351,473	-1.2%	$229.3M
NVDANvidia Corporation	3.3%	4.2%	299,607	-11.3%	$52.3M
AAPLApple Inc	2.0%	2.3%	126,284	+0.8%	$32.0M
MSFTMicrosoft Corp	1.8%	2.4%	78,521	+3.7%	$29.1M
AVGOBroadcom Inc	1.6%	1.9%	82,762	+1.9%	$25.6M
IAUIshares Gold Tr	1.4%	1.4%	253,669	-3.2%	$22.4M
QQQInvesco Qqq Tr	1.4%	1.6%	38,321	+0.5%	$22.1M
SCHGSchwab Strategic Tr	1.4%	1.6%	744,512	+2.4%	$21.7M
IVWIshares Tr	1.3%	1.5%	183,413	+0.9%	$20.7M
IVVIshares Tr	1.3%	1.4%	31,243	+4.4%	$20.4M
BPREBluerock Pvt Real Estate Fd	1.2%	1.0%	1,186,168	+15.8%	$19.7M
BOXXEa Series Trust	1.2%	1.3%	165,049	-3.9%	$19.2M
AMZNAmazon Com Inc	1.2%	1.3%	88,838	+1.9%	$18.5M
BALTInnovator Etfs Trust	1.0%	1.0%	467,920	+2.2%	$15.7M
SCHVSchwab Strategic Tr	1.0%	0.8%	510,572	+25.0%	$15.6M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.1%	23,457	+0.9%	$15.3M
CGMSCapital Grp Fixed Incm ETF T	0.9%	0.8%	516,085	+19.8%	$14.1M
GOOGAlphabet Inc	0.8%	0.9%	43,349	+3.3%	$12.4M
SNDKSandisk Corp	0.8%	—	19,546	—	$12.4M
PLTRPalantir Technologies Inc	0.8%	1.1%	83,167	-11.3%	$12.2M
PSTPInnovator Etfs Trust	0.7%	0.8%	327,142	-9.3%	$11.3M
GOOGLAlphabet Inc	0.7%	0.8%	38,072	-0.3%	$10.9M
IEFAIshares Tr	0.6%	0.7%	113,195	-1.9%	$10.2M
IJRIshares Tr	0.6%	0.5%	80,619	+37.0%	$10.0M
JNJJohnson & Johnson	0.6%	0.6%	39,269	-3.9%	$9.6M
SCHASchwab Strategic Tr	0.6%	0.6%	329,819	+3.8%	$9.6M
PGProcter & Gamble Co	0.6%	0.6%	65,618	-1.8%	$9.5M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	19,573	-4.8%	$9.4M
IVEIshares Tr	0.6%	0.7%	43,751	-9.2%	$9.2M
SCHMSchwab Strategic Tr	0.6%	0.6%	296,948	+3.9%	$9.2M
TSLATesla Inc	0.6%	0.7%	24,602	+2.3%	$9.1M
MRKMerck & Co Inc	0.6%	0.5%	76,019	-0.9%	$9.1M
METAMeta Platforms Inc	0.6%	0.7%	15,798	+1.8%	$9.0M
ABBVAbbvie Inc	0.6%	0.6%	40,395	+0.0%	$8.8M
DGROIshares Tr	0.5%	0.6%	121,744	+0.1%	$8.5M
EPDEnterprise Prods Partners L	0.5%	0.5%	221,971	-2.4%	$8.4M
CGUSCapital Group Core Equity Et	0.5%	0.6%	217,991	-1.4%	$8.4M
JPMJpmorgan Chase & Co	0.5%	0.6%	27,562	+4.5%	$8.1M
KOCoca Cola Co	0.5%	0.5%	105,646	-1.2%	$8.0M
MUMicron Technology Inc	0.5%	—	22,493	—	$7.6M
VVisa Inc	0.5%	0.6%	24,629	-0.6%	$7.4M
BSTPInnovator Etfs Trust	0.5%	0.6%	205,710	-17.4%	$7.4M
WMTWalmart Inc	0.4%	0.4%	55,023	-3.6%	$6.8M
EUSAIshares Inc	0.4%	0.3%	62,653	+26.5%	$6.4M
FDEMFidelity Covington Trust	0.4%	—	198,066	—	$6.3M
ITOTIshares Tr	0.4%	0.4%	42,279	+7.4%	$6.0M
IJKIshares S&p Mid Cap 400 Growth	0.4%	0.4%	58,050	+0.6%	$5.8M
COMTIshares U S ETF Tr	0.4%	—	172,363	—	$5.8M
SDYSpdr Ser Tr	0.4%	0.4%	39,851	+0.6%	$5.8M
HDVIshares Tr	0.4%	—	42,841	—	$5.8M

What Sunbelt Securities, Inc. bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

IJR Ishares Tr+37.0% shares
EUSA Ishares Inc+26.5% shares
SCHV Schwab Strategic Tr+25.0% shares
CGMS Capital Grp Fixed Incm ETF T+19.8% shares
BPRE Bluerock Pvt Real Estate Fd+15.8% shares
ITOT Ishares Tr+7.4% shares

Reduced

BSTP Innovator Etfs Trust-17.4% shares
PLTR Palantir Technologies Inc-11.3% shares
NVDA Nvidia Corporation-11.3% shares
PSTP Innovator Etfs Trust-9.3% shares
IVE Ishares Tr-9.2% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.0% /yr; S&P 500 +20.1%
3 years: +24.8% /yr; S&P 500 +20.4%
5 years: +17.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$1.6B	2,953
Q4 2025	$1.5B	2,782
Q3 2025	$1.4B	2,699
Q2 2025	$1.1B	1,802
Q1 2025	$1.1B	1,791
Q4 2024	$1.1B	1,807
Q3 2024	$1.0B	1,847
Q2 2024	$977.5M	1,764
Q1 2024	$896.4M	1,730
Q4 2023	$794.2M	1,696
Q3 2023	$722.6M	1,762
Q2 2023	$695.3M	1,691

Questions about Sunbelt Securities, Inc.'s portfolio

What stocks does Sunbelt Securities, Inc. own?

Sunbelt Securities, Inc.'s latest 13F, for Q1 2026 and filed May 18, 2026, lists 2,953 positions worth $1.6B. The largest are Exxon Mobil Corp (XOM) at 14.5%, Nvidia Corporation (NVDA) at 3.3%, Apple Inc (AAPL) at 2.0%, Microsoft Corp (MSFT) at 1.8% and Broadcom Inc (AVGO) at 1.6%.

What did Sunbelt Securities, Inc. buy last quarter?

In Q1 2026, Sunbelt Securities, Inc. added Ishares Tr (IJR) (+37.0% shares), Ishares Inc (EUSA) (+26.5% shares) and Schwab Strategic Tr (SCHV) (+25.0% shares), compared with its Q4 2025 filing.

What did Sunbelt Securities, Inc. sell last quarter?

In Q1 2026, Sunbelt Securities, Inc. cut from its top 50 Fidelity Covington Trust (FQAL), cut from its top 50 Schwab Strategic Tr (SCHD), cut from its top 50 Fidelity Comwlth Tr (ONEQ), cut from its top 50 Janus Detroit Str Tr (JAAA), cut from its top 50 Philip Morris Intl Inc (PM), Innovator Etfs Trust (BSTP) (-17.4% shares), Palantir Technologies Inc (PLTR) (-11.3% shares) and Nvidia Corporation (NVDA) (-11.3% shares), compared with its Q4 2025 filing.

How has Sunbelt Securities, Inc.'s portfolio performed?

A portfolio copying Sunbelt Securities, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.0% against +20.1%. Over 5 years: +17.2% a year against +11.6%.

When is Sunbelt Securities, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sunbelt Securities, Inc.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Sunbelt Securities, Inc. manage?

Sunbelt Securities, Inc. reported $2.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.