Southern Wealth Management, LLP SEC 13F Disclosure Analysis

CIK: 0001811579

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$257.6M

Reporting period: 2023-03-31 · Number of holdings: 61

Southern Wealth Management, LLP disclosed 61 holdings in its latest 13F filing for the period ending 2023-03-31, with total reported value of $257.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 18.82
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 100
Sizing Uniformity: 86.21

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	10.39%	—	+1.54%
2	SCHC	Schwab Intl Small-cap Equity	ETF-Other	8.86%	—	+0.32%
3	VUG	Vanguard Growth ETF	ETF-Other	8.12%	—	+0.07%
4	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	6.65%	—	-0.27%
5	IWF	Ishares Russell 1000 Growth	ETF-Other	6.61%	—	-3.26%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.39%	—	+1.91%
7	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-Other	4.73%	—	-0.90%
8	VOE	Vanguard Mid-cap Value ETF	ETF-Other	3.99%	—	-0.36%
9	VXF	Vanguard Extended Market ETF	ETF-Other	2.84%	—	+2.71%
10	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	2.27%	—	+0.77%
11	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.16%	—	-0.48%
12	IWS	Ishares Russell Mid-cap Valu	ETF-Other	2.12%	—	+6.93%
13	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	1.86%	—	-6.04%
14	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.79%	—	+0.65%
15	VTV	Vanguard Value ETF	ETF-Other	1.69%	—	-54.89%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.58%	—	-0.76%
17	IWP	Ishares Russell Mid-cap Grow	ETF-Other	1.53%	—	-6.69%
18	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.47%	—	+3.88%
19	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.46%	—	-23.87%
20	IWD	Ishares Russell 1000 Value E	ETF-Other	1.33%	—	-27.58%
21	SCHB	Schwab US Broad Market ETF	ETF-Other	1.33%	—	+17.62%
22	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.32%	—	+0.86%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.28%	—	-18.52%
24	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	1.21%	—	-27.45%
25	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.13%	—	+0.03%
26	SCHM	Schwab US Mid Cap ETF	ETF-Other	1.11%	—	-9.37%
27	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	1.07%	—	+0.25%
28	SCHA	Schwab US Small-cap ETF	ETF-Other	1.04%	—	+0.11%
29	FPE	Ft-preferred Secur & INC ETF	ETF-Other	1.02%	—	+19.55%
30	VO	Vanguard Mid-cap ETF	ETF-Other	1.00%	—	+22.72%
31	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.92%	—	+14.85%
32	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	0.80%	—	+0.43%
33	EFA	Ishares Msci Eafe ETF	ETF-Other	0.79%	—	-17.62%
34	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.76%	—	+0.29%
35	IWR	Ishares Russell Mid-cap ETF	ETF-Other	0.76%	—	+9.46%
36	IWB	Ishares Russell 1000 ETF	ETF-Other	0.74%	—	-0.35%
37	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.73%	—	-1.20%
38	SCHX	Schwab US Large-cap ETF	ETF-Other	0.68%	—	-1.16%
39	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.60%	—	+279.22%
40	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.50%	—	-2.87%
41	VB	Vanguard Small-cap ETF	ETF-Other	0.50%	—	+32.11%
42	SCHG	Schwab US Large-cap Growth	ETF-Other	0.49%	—	+2.97%
43	IGF	Ishares Global Infrastructur	ETF-Other	0.38%	—	-0.87%
44	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.36%	—	+18.13%
45	SCHV	Schwab US Large-cap Value	ETF-Other	0.30%	—	-2.25%
46	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.29%	—	-5.32%
47	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.23%	—	+2.06%
48	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.23%	—	+19.43%
49	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.19%	—	+4.83%
50	VXUS	Vanguard Total Intl Stock	ETF-Other	0.18%	—	—

1–50 of 61

Portfolio Performance

Performance for Q3 2026

+2.7%

Performance Last 4 Quarters

+21.9%

Based on 74% of reported portfolio value with available pricing

Stdev: +12.7%
Beta: +0.89
Alpha: -0.3%
Max Drawdown: -7.6%
Annualized Perf: +16.4%
Batting Avg vs S&P: +44.4%
Sortino: +2.41
Stutzer: +0.37
Treynor: +0.18
Sterling: +1.01
Calmar: +2.15
Information Ratio: -0.46
Tracking Error: +5.3%
Stdev Down: +6.6%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +32.1%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.49
Sharpe: +1.27
Stdev Sectors: —
Skewness: -0.09
Kurtosis: -0.47
Upside Potential: +4.13

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-03-31	61	$257.6M	0	1IEFA 2SCHC 3VUG Top holdings2023-03-31 1.IEFA 2.SCHC 3.VUG 4.IEMG 5.IWF 6.VOO 7.EEMV 8.VOE 9.VXF 10.EEM
2022-12-31	59	$248.9M	0	1IEFA 2SCHC 3VUG Top holdings2022-12-31 1.IEFA 2.SCHC 3.VUG 4.IEMG 5.IWF 6.VOO 7.EEMV 8.VOE 9.VTV 10.VXF
2022-09-30	58	$248.6M	0	1IEFA 2VUG 3SCHC Top holdings2022-09-30 1.IEFA 2.VUG 3.SCHC 4.IWF 5.EEMV 6.VOO 7.VOE 8.EEM 9.IEMG 10.VTV
2022-06-30	55	$261.1M	0	1FPE 2VUG 3EEMV Top holdings2022-06-30 1.FPE 2.VUG 3.EEMV 4.SCZ 5.IWF 6.VOO 7.IEFA 8.EEM 9.VOE 10.SCHC
2022-03-31	57	$307.0M	0	1VUG 2IEFA 3SCZ Top holdings2022-03-31 1.VUG 2.IEFA 3.SCZ 4.FPEI 5.VTI 6.EEM 7.IWF 8.EEMV 9.VOO 10.VOE
2021-12-31	56	$252.7M	0	1FPE 2VUG 3IWF Top holdings2021-12-31 1.FPE 2.VUG 3.IWF 4.VOO 5.EFV 6.VOE 7.EFG 8.SCHC 9.EEM 10.IEFA
2021-09-30	55	$340.1M	0	1VUG 2FPE 3SCHC Top holdings2021-09-30 1.VUG 2.FPE 3.SCHC 4.IEFA 5.EEMV 6.IEMG 7.EFAV 8.IWF 9.VOO 10.EFG
2021-06-30	55	$346.7M	93	1VUG 2FPE 3SCHC Top holdings2021-06-30 1.VUG 2.FPE 3.SCHC 4.IEFA 5.EEMV 6.IEMG 7.EFAV 8.IWF 9.EFG 10.VOO
2021-03-31	55	$303.6M	16	1VUG 2FPE 3EFAV Top holdings2021-03-31 1.VUG 2.FPE 3.EFAV 4.SCHC 5.EEMV 6.IEFA 7.IEMG 8.VOO 9.USMV 10.IWF
2020-12-31	57	$263.8M	31	1VUG 2EFAV 3FPE Top holdings2020-12-31 1.VUG 2.EFAV 3.FPE 4.SCHC 5.EEMV 6.IEFA 7.IWF 8.USMV 9.VOO 10.IEMG
2020-09-30	52	$271.4M	100	1VUG 2EFAV 3USMV Top holdings2020-09-30 1.VUG 2.EFAV 3.USMV 4.IVV 5.EEMV 6.SCHC 7.FPE 8.IWF 9.VOO 10.IEMG
2020-06-30	58	$514.5M	44	1LII 2EFAV 3VUG Top holdings2020-06-30 1.LII 2.EFAV 3.VUG 4.SCHC 5.EEMV 6.USMV 7.IEFA 8.IEMG 9.VOO 10.VOE
2020-03-31	55	$480.2M	41	1LII 2EFV 3SCZ Top holdings2020-03-31 1.LII 2.EFV 3.SCZ 4.VUG 5.ACWX 6.EFAV 7.USMV 8.IGF 9.EEMV 10.EEM
2019-12-31	57	$533.3M	0	1LII 2EFV 3VUG Top holdings2019-12-31 1.LII 2.EFV 3.VUG 4.SCZ 5.USMV 6.VOE 7.VTV 8.IEMG 9.EEM 10.IEFA

Holding changes this quarter

Position changes disclosed by Southern Wealth Management, LLP for the quarter ending 2023-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-25	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-05-14	13F-HR	View on EDGAR

FAQ

What is Southern Wealth Management, LLP and what type of investor is it?

Southern Wealth Management, LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-03-31), the firm manages a tracked equity portfolio valued at approximately $257.6M, spread across 61 disclosed positions.

What are Southern Wealth Management, LLP's largest equity positions?

Based on the latest 13F filing, Southern Wealth Management, LLP's top holdings by market value are: 1. Ishares Core Msci Eafe ETF (IEFA) — $26.8M (10.4%) 2. Schwab Intl Small-cap Equity (SCHC) — $22.8M (8.9%) 3. Vanguard Growth ETF (VUG) — $20.9M (8.1%) 4. Ishares Core Msci Emerging (IEMG) — $17.1M (6.7%) 5. Ishares Russell 1000 Growth (IWF) — $17.0M (6.6%)

What changes did Southern Wealth Management, LLP make in its most recent portfolio filing?

No notable portfolio changes were recorded for Southern Wealth Management, LLP in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Southern Wealth Management, LLP focus on?

Sector breakdown data is not yet available for Southern Wealth Management, LLP. Check back after the next 13F processing cycle.

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Southern Wealth Management, LLP SEC 13F Disclosure Analysis

CIK: 0001811579

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$257.6M

Reporting period: 2023-03-31 · Number of holdings: 61

Southern Wealth Management, LLP disclosed 61 holdings in its latest 13F filing for the period ending 2023-03-31, with total reported value of $257.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 18.82
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 100
Sizing Uniformity: 86.21

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	10.39%	—	+1.54%
2	SCHC	Schwab Intl Small-cap Equity	ETF-Other	8.86%	—	+0.32%
3	VUG	Vanguard Growth ETF	ETF-Other	8.12%	—	+0.07%
4	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	6.65%	—	-0.27%
5	IWF	Ishares Russell 1000 Growth	ETF-Other	6.61%	—	-3.26%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.39%	—	+1.91%
7	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-Other	4.73%	—	-0.90%
8	VOE	Vanguard Mid-cap Value ETF	ETF-Other	3.99%	—	-0.36%
9	VXF	Vanguard Extended Market ETF	ETF-Other	2.84%	—	+2.71%
10	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	2.27%	—	+0.77%
11	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.16%	—	-0.48%
12	IWS	Ishares Russell Mid-cap Valu	ETF-Other	2.12%	—	+6.93%
13	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	1.86%	—	-6.04%
14	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.79%	—	+0.65%
15	VTV	Vanguard Value ETF	ETF-Other	1.69%	—	-54.89%
16	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.58%	—	-0.76%
17	IWP	Ishares Russell Mid-cap Grow	ETF-Other	1.53%	—	-6.69%
18	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.47%	—	+3.88%
19	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.46%	—	-23.87%
20	IWD	Ishares Russell 1000 Value E	ETF-Other	1.33%	—	-27.58%
21	SCHB	Schwab US Broad Market ETF	ETF-Other	1.33%	—	+17.62%
22	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.32%	—	+0.86%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.28%	—	-18.52%
24	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	1.21%	—	-27.45%
25	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.13%	—	+0.03%
26	SCHM	Schwab US Mid Cap ETF	ETF-Other	1.11%	—	-9.37%
27	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	1.07%	—	+0.25%
28	SCHA	Schwab US Small-cap ETF	ETF-Other	1.04%	—	+0.11%
29	FPE	Ft-preferred Secur & INC ETF	ETF-Other	1.02%	—	+19.55%
30	VO	Vanguard Mid-cap ETF	ETF-Other	1.00%	—	+22.72%
31	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.92%	—	+14.85%
32	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	0.80%	—	+0.43%
33	EFA	Ishares Msci Eafe ETF	ETF-Other	0.79%	—	-17.62%
34	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.76%	—	+0.29%
35	IWR	Ishares Russell Mid-cap ETF	ETF-Other	0.76%	—	+9.46%
36	IWB	Ishares Russell 1000 ETF	ETF-Other	0.74%	—	-0.35%
37	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.73%	—	-1.20%
38	SCHX	Schwab US Large-cap ETF	ETF-Other	0.68%	—	-1.16%
39	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.60%	—	+279.22%
40	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.50%	—	-2.87%
41	VB	Vanguard Small-cap ETF	ETF-Other	0.50%	—	+32.11%
42	SCHG	Schwab US Large-cap Growth	ETF-Other	0.49%	—	+2.97%
43	IGF	Ishares Global Infrastructur	ETF-Other	0.38%	—	-0.87%
44	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.36%	—	+18.13%
45	SCHV	Schwab US Large-cap Value	ETF-Other	0.30%	—	-2.25%
46	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.29%	—	-5.32%
47	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.23%	—	+2.06%
48	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.23%	—	+19.43%
49	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.19%	—	+4.83%
50	VXUS	Vanguard Total Intl Stock	ETF-Other	0.18%	—	—

1–50 of 61

Portfolio Performance

Performance for Q3 2026

+2.7%

Performance Last 4 Quarters

+21.9%

Based on 74% of reported portfolio value with available pricing

Stdev: +12.7%
Beta: +0.89
Alpha: -0.3%
Max Drawdown: -7.6%
Annualized Perf: +16.4%
Batting Avg vs S&P: +44.4%
Sortino: +2.41
Stutzer: +0.37
Treynor: +0.18
Sterling: +1.01
Calmar: +2.15
Information Ratio: -0.46
Tracking Error: +5.3%
Stdev Down: +6.6%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +32.1%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.49
Sharpe: +1.27
Stdev Sectors: —
Skewness: -0.09
Kurtosis: -0.47
Upside Potential: +4.13

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-03-31	61	$257.6M	0	1IEFA 2SCHC 3VUG Top holdings2023-03-31 1.IEFA 2.SCHC 3.VUG 4.IEMG 5.IWF 6.VOO 7.EEMV 8.VOE 9.VXF 10.EEM
2022-12-31	59	$248.9M	0	1IEFA 2SCHC 3VUG Top holdings2022-12-31 1.IEFA 2.SCHC 3.VUG 4.IEMG 5.IWF 6.VOO 7.EEMV 8.VOE 9.VTV 10.VXF
2022-09-30	58	$248.6M	0	1IEFA 2VUG 3SCHC Top holdings2022-09-30 1.IEFA 2.VUG 3.SCHC 4.IWF 5.EEMV 6.VOO 7.VOE 8.EEM 9.IEMG 10.VTV
2022-06-30	55	$261.1M	0	1FPE 2VUG 3EEMV Top holdings2022-06-30 1.FPE 2.VUG 3.EEMV 4.SCZ 5.IWF 6.VOO 7.IEFA 8.EEM 9.VOE 10.SCHC
2022-03-31	57	$307.0M	0	1VUG 2IEFA 3SCZ Top holdings2022-03-31 1.VUG 2.IEFA 3.SCZ 4.FPEI 5.VTI 6.EEM 7.IWF 8.EEMV 9.VOO 10.VOE
2021-12-31	56	$252.7M	0	1FPE 2VUG 3IWF Top holdings2021-12-31 1.FPE 2.VUG 3.IWF 4.VOO 5.EFV 6.VOE 7.EFG 8.SCHC 9.EEM 10.IEFA
2021-09-30	55	$340.1M	0	1VUG 2FPE 3SCHC Top holdings2021-09-30 1.VUG 2.FPE 3.SCHC 4.IEFA 5.EEMV 6.IEMG 7.EFAV 8.IWF 9.VOO 10.EFG
2021-06-30	55	$346.7M	93	1VUG 2FPE 3SCHC Top holdings2021-06-30 1.VUG 2.FPE 3.SCHC 4.IEFA 5.EEMV 6.IEMG 7.EFAV 8.IWF 9.EFG 10.VOO
2021-03-31	55	$303.6M	16	1VUG 2FPE 3EFAV Top holdings2021-03-31 1.VUG 2.FPE 3.EFAV 4.SCHC 5.EEMV 6.IEFA 7.IEMG 8.VOO 9.USMV 10.IWF
2020-12-31	57	$263.8M	31	1VUG 2EFAV 3FPE Top holdings2020-12-31 1.VUG 2.EFAV 3.FPE 4.SCHC 5.EEMV 6.IEFA 7.IWF 8.USMV 9.VOO 10.IEMG
2020-09-30	52	$271.4M	100	1VUG 2EFAV 3USMV Top holdings2020-09-30 1.VUG 2.EFAV 3.USMV 4.IVV 5.EEMV 6.SCHC 7.FPE 8.IWF 9.VOO 10.IEMG
2020-06-30	58	$514.5M	44	1LII 2EFAV 3VUG Top holdings2020-06-30 1.LII 2.EFAV 3.VUG 4.SCHC 5.EEMV 6.USMV 7.IEFA 8.IEMG 9.VOO 10.VOE
2020-03-31	55	$480.2M	41	1LII 2EFV 3SCZ Top holdings2020-03-31 1.LII 2.EFV 3.SCZ 4.VUG 5.ACWX 6.EFAV 7.USMV 8.IGF 9.EEMV 10.EEM
2019-12-31	57	$533.3M	0	1LII 2EFV 3VUG Top holdings2019-12-31 1.LII 2.EFV 3.VUG 4.SCZ 5.USMV 6.VOE 7.VTV 8.IEMG 9.EEM 10.IEFA

Holding changes this quarter

Position changes disclosed by Southern Wealth Management, LLP for the quarter ending 2023-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-25	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-05-14	13F-HR	View on EDGAR

FAQ

What is Southern Wealth Management, LLP and what type of investor is it?

What are Southern Wealth Management, LLP's largest equity positions?

What changes did Southern Wealth Management, LLP make in its most recent portfolio filing?

No notable portfolio changes were recorded for Southern Wealth Management, LLP in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Southern Wealth Management, LLP focus on?

Sector breakdown data is not yet available for Southern Wealth Management, LLP. Check back after the next 13F processing cycle.