Universe · entity
Sunbelt Securities, Inc.
Institutional manager (13F) · CIK 1632932
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $878M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | EXXON MOBIL CORP COM | $229M | 1,351,473 |
| 2 | NVIDIA CORPORATION COM | $52M | 299,607 |
| 3 | APPLE INC COM | $32M | 126,284 |
| 4 | MICROSOFT CORP COM | $29M | 78,521 |
| 5 | BROADCOM INC COM | $26M | 82,762 |
| 6 | ISHARES GOLD TRUST | $22M | 253,669 |
| 7 | INVESCO QQQ TRUST SERIES I | $22M | 38,321 |
| 8 | SCHWAB U.S. LARGE-CAP GROWTH ETF | $22M | 744,512 |
| 9 | ISHARES S&P 500 GROWTH ETF | $21M | 183,413 |
| 10 | ISHARES CORE S&P 500 ETF | $20M | 31,243 |
| 11 | BLUEROCK PVT REAL ESTATE FD COM | $20M | 1,186,168 |
| 12 | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $19M | 165,049 |
| 13 | AMAZON COM INC COM | $19M | 88,838 |
| 14 | INNOVATOR DEFINED WEALTH SHIELD ETF | $16M | 467,920 |
| 15 | SCHWAB U.S. LARGE-CAP VALUE ETF | $16M | 510,572 |
| 16 | STATE STREET SPDR S&P 500 ETF | $15M | 23,457 |
| 17 | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $14M | 516,085 |
| 18 | ALPHABET INC CAP STK CL C | $12M | 43,349 |
| 19 | SANDISK CORP COM | $12M | 19,546 |
| 20 | PALANTIR TECHNOLOGIES INC CL A | $12M | 83,167 |
| 21 | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $11M | 327,142 |
| 22 | ALPHABET INC CAP STK CL A | $11M | 38,072 |
| 23 | ISHARES CORE MSCI EAFE ETF | $10M | 113,195 |
| 24 | ISHARES CORE S&P SMALL CAP ETF | $10M | 80,619 |
| 25 | JOHNSON & JOHNSON COM | $10M | 39,269 |
| 26 | SCHWAB U.S. SMALL-CAP ETF | $10M | 329,819 |
| 27 | PROCTER & GAMBLE CO COM | $9M | 65,618 |
| 28 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $9M | 19,573 |
| 29 | ISHARES S&P 500 VALUE ETF | $9M | 43,751 |
| 30 | SCHWAB U.S. MID-CAP ETF | $9M | 296,948 |
| 31 | TESLA INC COM | $9M | 24,602 |
| 32 | MERCK & CO INC COM | $9M | 76,019 |
| 33 | META PLATFORMS INC CL A | $9M | 15,798 |
| 34 | ABBVIE INC COM | $9M | 40,395 |
| 35 | ISHARES CORE DIVIDEND GROWTH ETF | $9M | 121,744 |
| 36 | ENTERPRISE PRODS PARTNERS L P COM | $8M | 221,971 |
| 37 | CAPITAL GROUP CORE EQUITY ETF | $8M | 217,991 |
| 38 | JPMORGAN CHASE & CO COM | $8M | 27,562 |
| 39 | COCA COLA CO COM | $8M | 105,646 |
| 40 | MICRON TECHNOLOGY INC COM | $8M | 22,493 |
| 41 | VISA INC COM CL A | $7M | 24,629 |
| 42 | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $7M | 205,710 |
| 43 | WALMART INC COM | $7M | 55,023 |
| 44 | ISHARES MSCI USA EQUAL WEIGHTED ETF | $6M | 62,653 |
| 45 | FIDELITY EMERGING MARKETS MULTIFACTOR ETF | $6M | 198,066 |
| 46 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $6M | 42,279 |
| 47 | ISHARES S&P MID-CAP 400 GROWTH ETF | $6M | 58,050 |
| 48 | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $6M | 172,363 |
| 49 | STATE STREET SPDR S&P DIVIDEND ETF | $6M | 39,851 |
| 50 | ISHARES CORE HIGH DIVIDEND ETF | $6M | 42,841 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.