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CIK: 0001632932
Total reported value
$1.6B
$1.6B
2784 檔
20.6%
The Q4 2025 SEC filing reveals that Sunbelt Securities, Inc. held a total portfolio value of $1.6B, covering 2784 public equity positions.
In Q4 2025, Sunbelt Securities, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2784 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 10.98% | +3.49% | +1.36% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | -0.90% | +0.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.61% | +1.43% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.25% | +0.35% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | -0.26% | -0.77% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.58% | -0.21% | +3.22% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.56% | -0.16% | +3.05% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.50% | -0.19% | -2.72% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.42% | -0.01% | -37.88% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.08% | +2.18% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.17% | +2.30% | |
| 12 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.32% | -0.11% | -6.89% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | -0.34% | +14.56% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.10% | -1.46% | |
| 15 | BPRE | Bluerock Private Real Estate | Stock-Financials | 1.03% | +0.21% | — | |
| 16 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.02% | -0.03% | +6.85% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.10% | -1.44% | |
| 18 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.85% | -0.14% | +5.62% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.81% | +0.17% | +89.85% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | -0.11% | -5.44% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.79% | +0.10% | +39.77% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.14% | +5.17% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.10% | +2.61% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.04% | +6.13% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.11% | +6.08% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.10% | +2.12% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.04% | +0.67% | |
| 28 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.62% | -0.15% | -3.86% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | -0.07% | -0.45% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.60% | +0.01% | +7.60% | |
| 31 | CGUS | Cap Group Core Equity | ETF-Other | 0.59% | -0.06% | -0.51% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.11% | -2.48% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | +0.01% | +8.87% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.06% | -1.16% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.05% | +0.07% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.02% | +7.11% | |
| 37 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.55% | -0.22% | +1.45% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | +0.04% | +0.11% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | +0.01% | -0.74% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.49% | +0.04% | +0.61% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.11% | -46.38% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.16% | -0.74% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | +0.01% | +11.46% | |
| 44 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.41% | -0.10% | +6.13% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | -0.01% | -2.75% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.38% | -0.02% | +0.14% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.37% | — | -2.79% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | -0.01% | +3.15% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | — | +0.07% | |
| 50 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.34% | +0.06% | +7.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | +1.36% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +0.4% | +89.85% | Add |
| 3 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +39.77% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.44% | Trim |
| 5 | PSN | Parsons CORP | +0.2% | +102844.44% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.44% | Trim |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +0.11% | Add |
| 8 | SLV | Ishares Silver Trust | +0.1% | +51.02% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +0.35% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +14.56% | Add |
| 11 | IREN | IREN Limited | +0.1% | +13040.80% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +11.46% | Add |
| 13 | FELG | Fidelity Enh Lrg Cap Gwth | +0.1% | +154.59% | Add |
| 14 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +108.79% | Add |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +57.96% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +2.30% | Add |
| 17 | BALT | Inn Defined Wealth Shield | +0.1% | +6.85% | Add |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +324.04% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | -9.09% | Trim |
| 20 | OCTJ | Inn Prem Income 30 Barr Oct | +0.1% | +1414.27% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +0.07% | Add |
| 22 | ARCC | Ares Capital CORP | 0% | +33.87% | Add |
| 23 | AIRR | First Trust Rba American Ind | 0% | +20.96% | Add |
| 24 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | 0% | +67.21% | Add |
| 25 | SCHG | Schwab US Large-cap Growth | 0% | +3.22% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.05% | Add |
| 27 | PSTP | Innovator Pwr Buff Su St ETF | 0% | +5.62% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +6.13% | Add |
| 29 | SCHM | Schwab US Mid Cap ETF | 0% | +8.87% | Add |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | +7.60% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +2.18% | Add |
| 32 | AVGO | Broadcom Inc | 0% | -0.77% | Trim |
| 33 | NFLX | Netflix Inc | -0.1% | +941.89% | Add |
| 34 | ORCL | Oracle CORP | -0.1% | -4.19% | Trim |
| 35 | BX | Blackstone Inc | -0.1% | -5.29% | Trim |
| 36 | HDV | Ishares Core High Dividend E | -0.1% | -17.01% | Trim |
| 37 | FLOC | Flowco Holdings Inc-cl A | -0.1% | -99.99% | Trim |
| 38 | SBUX | Starbucks CORP | -0.1% | -65.82% | Trim |
| 39 | NOW | Servicenow Inc | -0.1% | +137.08% | Add |
| 40 | CRWV | Coreweave Inc-cl A | -0.1% | -90.62% | Trim |
| 41 | BOXX | Alpha Architect 1-3 Mnth Box | -0.1% | -6.89% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | +1.43% | Add |
| 43 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -46.38% | Trim |
| 44 | IAU | Ishares Gold Trust | -0.7% | -37.88% | Trim |
| 45 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 46 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 47 | KAMO | Kensington Credit Opport ETF | — | NEW | New buy |
| 48 | ✓ | Tidal Tr Ii | — | EXIT | Sold out |
| 49 | TSLY | Yieldmax Tsla Option Inc ETF | — | NEW | New buy |
| 50 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Sunbelt Securities, Inc. reported a total U.S. public equity portfolio value of $1.6B across 2784 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XOM, NVDA, MSFT) accounted for 20.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BPRE
市值: $15.4M
Top Position Liquidated / Trimmed
TIDAL TR II
前期市值: $1.8M
During Q4 2025, Sunbelt Securities, Inc.'s top holdings by market value included XOM (11.0%)、NVDA (4.2%)、MSFT (2.4%). The largest single position, XOM, represented 11.0% of total portfolio value.
In Q4 2025, Sunbelt Securities, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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