Arkolith/Funds/Southern Financial Group, LLC

Southern Financial Group, LLC

CIK 2140714
Holdings as of Mar 31, 2026·disclosed Jun 18, 2026·~79-day 13F lag·13F-HR
Active Filer

Southern Financial Group, LLC holds a concentrated book of 86 stocks worth $358.0M as of Q1 2026 (disclosed Jun 18, 2026, a ~45-day 13F lag). This quarter they opened PINNACLE FINL PARTNERS INC and trimmed SOUTHERN CO. Their largest long position is JANUS DETROIT STR TR at 29% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Southern Financial Group, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2140714/holdings"
Ask your agent
Use Arkolith to show Southern Financial Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
56
existing
Trimmed
20
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
90%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • JANUS DETROIT STR TR
    +2.0%$2.0M
  • J P MORGAN EXCHANGE TRADED F
    +3.2%$1.9M
  • FIRST TR EXCHANGE-TRADED FD
    +3.0%$883K
  • GOLDMAN SACHS ETF TR
    +124%$846K
  • FIRST TR EXCHANGE TRADED FD
    +0.9%$461K
  • FIDELITY GREENWOOD STREET TR
    +1.4%$432K
Trimmed / exited
  • SOUTHERN CO
    −0.8%$298K
  • DIAMONDBACK ENERGY INC
    −5.7%$289K
  • REGIONS FINANCIAL CORP NEW
    −6.3%$126K
  • SPIRE INC
    −5.5%$71K
  • MICRON TECHNOLOGY INC
    −8.9%$58K
  • APPLE INC
    −1.9%$49K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

91 positions
#SecurityValueShares% PortLast moveHistory
1Janus Detroit STR TR
HENDERSON INCOME
$67.2M1.36M
18.8%
+2.1%
Added · +28K sh
2J P Morgan Exchange Traded F
INCOME ETF
$62.2M1.35M
17.4%
+3.2%
Added · +42K sh
3First TR Exchange Traded FD
SMID RISNG ETF
$51.4M1.30M
14.4%
+0.9%
Added · +12K sh
4Southern Co
COM
$35.5M367.9K
9.9%
−0.8%
Reduced · −3K sh
5Janus Detroit STR TR
HENDERSN SML ETF
$34.9M439.3K
9.7%
+1.6%
Added · +7K sh
6Fidelity Greenwood Street TR
HEDGED EQTY ETF
$31.3M1.06M
8.7%
+1.4%
Added · +15K sh
7First TR Exchange-Traded FD
FT VEST S&P 500
$30.1M618.9K
8.4%
+3.0%
Added · +18K sh
8Diamondback Energy Inc
COM
$4.7M24.0K
1.3%
−5.7%
Reduced · −1K sh
9Apple Inc
COM
$2.6M10.3K
0.7%
−1.9%
Reduced · −195 sh
10Regions Financial Corp New
COM
$1.9M71.6K
0.5%
−6.3%
Reduced · −5K sh
11First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.5M22.7K
0.4%
+11%
Added · +2K sh
12Spire Inc
COM
$1.2M13.6K
0.3%
−5.5%
Reduced · −788 sh
13Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.2M23.9K
0.3%
+76%
Added · +10K sh
14Nvidia Corporation
COM
$1.2M6.7K
0.3%
+0.1%
Added · +5 sh
15AT&T Inc
COM
$986K34.0K
0.3%
+1.1%
Added · +381 sh
16Verizon Communications Inc
COM
$970K19.3K
0.3%
+2.1%
Added · +405 sh
17Bank America Corp
COM
$917K18.8K
0.3%
+0.8%
Added · +148 sh
18First TR Exchange-Traded FD
NASDAQ CYB ETF
$770K12.3K
0.2%
+17%
Added · +2K sh
19First TR Exchange-Traded FD
VEST INVESTMENT
$738K37.7K
0.2%
+3.6%
Added · +1K sh
20Amazon Com Inc
COM
$725K3.5K
0.2%
−6.3%
Reduced · −234 sh
21Microsoft Corp
COM
$721K1.9K
0.2%
+23%
Added · +365 sh
22Cisco Sys Inc
COM
$711K9.2K
0.2%
+1.1%
Added · +102 sh
23Abbvie Inc
COM
$710K3.3K
0.2%
−1.3%
Reduced · −42 sh
24First TR Exchange-Traded FD
VEST HIGH YIELD
$695K36.1K
0.2%
+4.3%
Added · +1K sh
25Intel Corp
COM
$632K14.3K
0.2%
+0.6%
Added · +90 sh
26Micron Technology Inc
COM
$599K1.8K
0.2%
−8.9%
Reduced · −173 sh
27Ge Aerospace
COM NEW
$598K2.1K
0.2%
−1.4%
Reduced · −29 sh
28Caterpillar Inc
COM
$588K830
0.2%
−7.0%
Reduced · −63 sh
29Pfizer Inc
COM
$576K20.5K
0.2%
+1.7%
Added · +349 sh
30Meta Platforms Inc
CL A
$562K982
0.2%
+6.3%
Added · +58 sh
31Alphabet Inc
CAP STK CL C
$539K1.9K
0.2%
−2.7%
Reduced · −52 sh
32JPMorgan Chase & Co
COM
$538K1.8K
0.2%
+0.7%
Added · +13 sh
33Bristol-Myers Squibb Co
COM
$526K8.7K
0.1%
+0.9%
Added · +74 sh
34Exxon Mobil Corp
COM
$502K3.0K
0.1%
+1.0%
Added · +30 sh
35Morgan Stanley
COM NEW
$497K3.0K
0.1%
−0.9%
Reduced · −28 sh
36Ge Vernova Inc
COM
$495K568
0.1%
+1.1%
Added · +6 sh
37Citigroup Inc
COM NEW
$493K4.4K
0.1%
+0.3%
Added · +14 sh
38Oracle Corp
COM
$489K3.3K
0.1%
+19%
Added · +525 sh
39Walmart Inc
COM
$465K3.7K
0.1%
−7.0%
Reduced · −281 sh
40Advanced Micro Devices Inc
COM
$457K2.2K
0.1%
+0.2%
Added · +5 sh
41Palantir Technologies Inc
CL A
$438K3.0K
0.1%
−1.0%
Reduced · −31 sh
42Nutrien Ltd
COM
$432K5.7K
0.1%
−2.0%
Reduced · −115 sh
43NRG Energy Inc
COM NEW
$421K2.9K
0.1%
−1.1%
Reduced · −32 sh
44Ford MTR Co
COM
$401K34.7K
0.1%
+2.3%
Added · +776 sh
45Energy Transfer L P
COM UT LTD PTN
$399K20.7K
0.1%
−10.0%
Reduced · −2K sh
46Fidelity Natl Information SV
COM
$389K8.3K
0.1%
+22%
Added · +2K sh
47Duke Energy Corp New
COM NEW
$378K2.9K
0.1%
+0.5%
Added · +13 sh
48Dow Hldgs Inc
COM
$372K8.9K
0.1%
+0.5%
Added · +46 sh
49Kratos Defense & Sec Solutio
COM NEW
$371K5.3K
0.1%
−1.1%
Reduced · −58 sh
50Broadcom Inc
COM
$358K1.2K
0.1%
+5.3%
Added · +58 sh
Showing 50 of 91 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jun 18, 202691$358.0M13F-HR
Q4 2025Dec 31, 2025Jun 18, 202684$349.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.