Southland Equity Partners LLC Portfolio Holdings

Southland Equity Partners LLC

  • $507 Billion
  • Q4 2025

Southland Equity Partners LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $507 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.2B, Innovator U.S. Equity Power Bu with a value of $32.3B, Pimco Active Bond Exchange Tra with a value of $25.6B, First Tr Morningstar Dividend with a value of $22.5B, and Innovator U.S. Equity Power Bu with a value of $19.1B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $494B to 507B.

Southland Equity Partners LLC is based out at Wildwood, MO

Below you can find more details about Southland Equity Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $507 Billion
ETFs: $303 Billion
Technology: $48.9 Billion
Financial Services: $18.2 Billion
Consumer Cyclical: $17.1 Billion
Consumer Defensive: $16.5 Billion
Healthcare: $15.6 Billion
Real Estate: $8.51 Billion
Communication Services: $8.35 Billion
Other: $16 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$33.2 Billion 6.55% of portfolio
122,122
Q4 2025 Reduced 1.41%
-
$12.5 Billion 2.46% of portfolio
-
Q4 2025 Reduced 2.18%
$662B
$7.2 Billion 1.42% of portfolio
14,333
Q4 2025 Reduced 3.07%
$414B
$6.3 Billion 1.24% of portfolio
27,558
Q4 2025 Reduced 2.64%
$346B
$6.19 Billion 1.22% of portfolio
43,170
Q4 2025 Reduced 4.93%
$224B
$5.94 Billion 1.17% of portfolio
19,440
Q4 2025 Reduced 6.22%
$2.39T
$5.4 Billion 1.07% of portfolio
23,414
Q4 2025 Added 1.83%
$3.78T
$5.37 Billion 1.06% of portfolio
11,110
Q4 2025 Added 2.45%
$881B
$4.58 Billion 0.9% of portfolio
14,203
Q4 2025 Reduced 0.22%
$522B
$4.18 Billion 0.83% of portfolio
20,203
Q4 2025 Reduced 3.58%
$1.74T
$4.01 Billion 0.79% of portfolio
12,779
Q4 2025 Added 2.68%
$465B
$3.95 Billion 0.78% of portfolio
21,187
Q4 2025 Reduced 3.6%
$1.29T
$3.01 Billion 0.59% of portfolio
6,693
Q4 2025 Added 0.44%
$35.1B
$2.9 Billion 0.57% of portfolio
51,388
Q4 2025 Reduced 4.66%
$303B
$2.68 Billion 0.53% of portfolio
17,605
Q4 2025 Reduced 2.18%
-
$2.64 Billion 0.52% of portfolio
-
Q4 2025 Reduced 5.71%
$0
$2.43 Billion 0.48% of portfolio
206,090
Q4 2025 Added 34.66%
-
$2.04 Billion 0.4% of portfolio
-
Q1 2025 Added 32.73%
$490B
$1.96 Billion 0.39% of portfolio
16,315
Q4 2025 Added 0.61%
$7.3B
$1.98 Billion 0.39% of portfolio
49,981
Q4 2025 Reduced 3.09%
$204B
$1.92 Billion 0.38% of portfolio
13,402
Q4 2025 Reduced 1.41%
$5.6B
$1.65 Billion 0.33% of portfolio
154,182
Q4 2025 Added 627.75%
$172B
$1.7 Billion 0.33% of portfolio
41,645
Q4 2025 Reduced 18.95%
$237B
$1.38 Billion 0.27% of portfolio
8,618
Q4 2025 Added 0.33%
-
$1.38 Billion 0.27% of portfolio
-
Q3 2025 Added 501.77%
$139B
$1.08 Billion 0.21% of portfolio
3,126
Q4 2025 Added 22.49%
$228B
$1 Billion 0.2% of portfolio
8,010
Q4 2025 Added 0.54%
$143B
$1.03 Billion 0.2% of portfolio
27,806
Q4 2025 Reduced 0.5%
$367B
$894 Million 0.18% of portfolio
2,597
Q4 2025 Added 0.74%
$42.4B
$857 Million 0.17% of portfolio
5,664
Q4 2025 Added 0.21%
$168B
$865 Million 0.17% of portfolio
10,779
Q4 2025 Added 0.31%
$1.65T
$866 Million 0.17% of portfolio
2,768
Q4 2025 Added 7.41%
$19B
$837 Million 0.17% of portfolio
4,450
Q4 2025 Added 0.18%
$98.1B
$774 Million 0.15% of portfolio
5,024
Q4 2025 Reduced 0.75%
$35.1B
$750 Million 0.15% of portfolio
7,432
Q4 2025 Reduced 4.58%
$89.8B
$733 Million 0.14% of portfolio
3,947
Q4 2025 Added 0.74%
$181B
$699 Million 0.14% of portfolio
28,147
Q4 2025 Reduced 3.19%
$187B
$652 Million 0.13% of portfolio
3,810
Q4 2025 Reduced 4.89%
$266B
$639 Million 0.13% of portfolio
2,157
Q4 2025 Reduced 1.28%
$183B
$589 Million 0.12% of portfolio
1,800
Q4 2025 Added 0.73%
$96.7B
$623 Million 0.12% of portfolio
13,004
Q4 2025 Reduced 0.99%
$342B
$603 Million 0.12% of portfolio
3,390
Q4 2025 Added 12.4%
$404B
$630 Million 0.12% of portfolio
730
Q4 2025 Added 0.97%
$62.3B
$553 Million 0.11% of portfolio
4,798
Q4 2025 Reduced 1.8%
$319B
$555 Million 0.11% of portfolio
7,200
Q4 2025 Added 0.08%
$291B
$533 Million 0.11% of portfolio
930
Q4 2025 Reduced 0.64%
$96.4B
$551 Million 0.11% of portfolio
4,698
Q4 2025 Reduced 1.98%
$971B
$554 Million 0.11% of portfolio
516
Q4 2025 Added 0.78%
$3.71B
$547 Million 0.11% of portfolio
31,281
Q1 2024 Added 1.3%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $507 Billion
  • Prior Value $494 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 20 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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