13F Insight
DOSSIER · 13F-HR · Q1 2026

Sunbelt Securities, Inc.

$1.6B in tracked AUM across 2,954 positions as of Q1 2026.

SS
CIK 0001632932 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
2,954
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sunbelt Securities, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP COM
$229M1.4M14.5%02
NVDA
NVIDIA CORPORATION COM
$52M300K3.3%03
AAPL
APPLE INC COM
$32M126K2.0%04
MSFT
MICROSOFT CORP COM
$29M79K1.8%05
AVGO
BROADCOM INC COM
$26M83K1.6%06
IAU
ISHARES GOLD TRUST
$22M254K1.4%07
QQQ
INVESCO QQQ TRUST SERIES I
$22M38K1.4%08
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
$22M745K1.4%09
IVW
ISHARES S&P 500 GROWTH ETF
$21M183K1.3%10
IVV
ISHARES CORE S&P 500 ETF
$20M31K1.3%

Filing history

2026Q1Mar 31
$1.6B▲ 5.7%
2,954 positionsView →2025Q4Dec 31
$1.5B▲ 78.7%
2,784 positionsView →2025Q3Sep 30
$839M▼ 25.9%
1,568 positionsView →2025Q2Jun 30
$1.1B▲ 1.2%
1,805 positionsLocked2025Q1Mar 31
$1.1B▼ 1.3%
1,795 positionsLocked2024Q4Dec 31
$1.1B▲ 11.3%
1,815 positionsLocked2024Q3Sep 30
$1.0B▲ 4.3%
1,855 positionsLocked2024Q2Jun 30
$978M▲ 9.1%
1,770 positionsLocked2024Q1Mar 31
$896M▲ 12.9%
1,736 positionsLocked2023Q4Dec 31
$794M▲ 9.9%
1,699 positionsLocked2023Q3Sep 30
$723M▲ 3.9%
1,768 positionsLocked2023Q2Jun 30
$695M▲ 11.8%
1,693 positionsLocked
Showing 12 of 40