Southern Financial Group
$392M 13F equity value
97 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Southern Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JIII | JANUS DETROIT STR TR | 1,405,479 | $70M | 17.9% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1,410,454 | $65M | 16.6% |
| SDVY | FIRST TR EXCHANGE TRADED FD | 1,308,434 | $56M | 14.4% |
| JSMD | JANUS DETROIT STR TR | 439,966 | $45M | 11.4% |
| FHEQ | FIDELITY GREENWOOD STREET TR | 1,068,694 | $35M | 9.0% |
| SO | SOUTHERN CO | 366,432 | $35M | 9.0% |
| KNG | FIRST TR EXCHANGE-TRADED FD | 641,223 | $32M | 8.3% |
| FANG | DIAMONDBACK ENERGY INC | 23,262 | $4M | 1.0% |
| AAPL | APPLE INC | 9,548 | $3M | 0.7% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 25,284 | $2M | 0.5% |
Track Southern Financial Group's 13F portfolio: $392M in reported holdings, 97 positions. Top holdings and quarterly changes on SentiSense.
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