Southern Financial Group, LLC holds a concentrated book of 95 stocks worth $391.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Circle Internet Group Inc and trimmed Southern Co. Their largest long position is JNS HNDRSN Incm ETF at 18% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Southern Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $43.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $14.3B |
| NewEdge Advisors, LLC | 79 / 80 | $8.6B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.6B |
| Integrated Wealth Concepts LLC | 79 / 80 | $2.8B |
| Cetera Investment Advisers | 78 / 80 | $15.1B |
| LPL Financial LLC | 77 / 80 | $57.0B |
| Kestra Advisory Services, LLC | 77 / 80 | $6.7B |
Ranked by how many of Southern Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit STR TR HENDE INCOM ETF | $70.0M | 1.41M | 17.9% | ▲+3.6% Added · +50K sh | |
| 2 | J P Morgan Exchange Traded F INCOME ETF | $65.0M | 1.41M | 16.6% | ▲+4.5% Added · +61K sh | |
| 3 | First TR Exchange Traded FD SMID RISNG ETF | $56.4M | 1.31M | 14.4% | ▲+0.4% Added · +5K sh | |
| 4 | Janus Detroit STR TR HENDERSN SML ETF | $44.5M | 440.0K | 11.4% | ▲+0.1% Added · +691 sh | |
| 5 | Fidelity Greenwood Street TR HEDGED EQTY ETF | $35.2M | 1.07M | 9.0% | ▲+0.6% Added · +6K sh | |
| 6 | Southern Co COM | $35.1M | 366.4K | 9.0% | ▼−0.4% Reduced · −1K sh | |
| 7 | First TR Exchange-Traded FD FT VEST S&P 500 | $32.4M | 641.2K | 8.3% | ▲+3.6% Added · +22K sh | |
| 8 | Diamondback Energy Inc COM | $4.1M | 23.3K | 1.0% | ▼−2.9% Reduced · −706 sh | |
| 9 | Apple Inc COM | $2.8M | 9.5K | 0.7% | ▼−7.7% Reduced · −796 sh | |
| 10 | First TR Exchange Traded FD RISNG DIVD ACHIV | $2.0M | 25.3K | 0.5% | ▲+12% Added · +3K sh | |
| 11 | Regions Financial Corp New COM | $2.0M | 67.6K | 0.5% | ▼−5.6% Reduced · −4K sh | |
| 12 | Micron Technology Inc COM | $1.9M | 1.7K | 0.5% | ▼−5.3% Reduced · −95 sh | |
| 13 | Intel Corp COM | $1.8M | 12.6K | 0.5% | ▼−12% Reduced · −2K sh | |
| 14 | Goldman Sachs ETF TR S&P 500 PREMIUM | $1.4M | 24.4K | 0.3% | ▲+2.2% Added · +517 sh | |
| 15 | Palantir Technologies Inc CL A | $1.3M | 11.4K | 0.3% | ▲+282% Added · +8K sh | |
| 16 | Nvidia Corporation COM | $1.3M | 6.6K | 0.3% | ▼−0.8% Reduced · −57 sh | |
| 17 | Advanced Micro Devices Inc COM | $1.3M | 2.2K | 0.3% | ▼−2.9% Reduced · −66 sh | |
| 18 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.1M | 12.4K | 0.3% | ▲+0.9% Added · +114 sh | |
| 19 | Cisco Sys Inc COM | $1.1M | 9.2K | 0.3% | ▲+0.6% Added · +52 sh | |
| 20 | Bank Of Amer Corp COM | $1.1M | 18.8K | 0.3% | ▼−0.1% Reduced · −10 sh | |
| 21 | Spire Inc COM | $1.0M | 13.0K | 0.3% | ▼−4.1% Reduced · −556 sh | |
| 22 | Verizon Communications Inc COM | $826K | 19.5K | 0.2% | ▲+1.0% Added · +188 sh | |
| 23 | Amazon Com Inc COM | $817K | 3.4K | 0.2% | ▼−1.6% Reduced · −54 sh | |
| 24 | Abbvie Inc COM | $792K | 3.1K | 0.2% | ▼−3.6% Reduced · −117 sh | |
| 25 | Caterpillar Inc COM | $779K | 731 | 0.2% | ▼−12% Reduced · −99 sh | |
| 26 | Ge Aerospace COM NEW | $776K | 2.1K | 0.2% | ▼−1.5% Reduced · −31 sh | |
| 27 | First TR Exchange-Traded FD VEST INVESTMENT | $728K | 37.7K | 0.2% | ▲~0% Added · +11 sh | |
| 28 | AT&T Inc COM | $707K | 34.2K | 0.2% | ▲+0.5% Added · +160 sh | |
| 29 | Microsoft Corp COM | $684K | 1.8K | 0.2% | ▼−5.8% Reduced · −114 sh | |
| 30 | First TR Exchange-Traded FD VEST HIGH YIELD | $664K | 34.7K | 0.2% | ▼−3.7% Reduced · −1K sh | |
| 31 | Alphabet Inc CAP STK CL C | $658K | 1.9K | 0.2% | ▼−0.9% Reduced · −18 sh | |
| 32 | JPMorgan Chase & Co COM | $624K | 1.9K | 0.2% | ▲+4.2% Added · +77 sh | |
| 33 | Morgan Stanley COM NEW | $612K | 2.9K | 0.2% | ▼−3.1% Reduced · −95 sh | |
| 34 | Ge Vernova Inc COM | $600K | 510 | 0.2% | ▼−10% Reduced · −58 sh | |
| 35 | Citigroup Inc COM NEW | $572K | 4.1K | 0.1% | ▼−6.1% Reduced · −266 sh | |
| 36 | Meta Platforms Inc CL A | $541K | 960 | 0.1% | ▼−2.2% Reduced · −22 sh | |
| 37 | Pfizer Inc COM | $522K | 21.7K | 0.1% | ▲+5.6% Added · +1K sh | |
| 38 | Ford MTR Co COM | $513K | 36.9K | 0.1% | ▲+6.2% Added · +2K sh | |
| 39 | Bristol-Myers Squibb Co COM | $509K | 8.8K | 0.1% | ▲+1.9% Added · +167 sh | |
| 40 | Oracle Corp COM | $490K | 3.3K | 0.1% | ▲+0.7% Added · +22 sh | |
| 41 | Qualcomm Inc COM | $481K | 2.6K | 0.1% | ▲+0.3% Added · +7 sh | |
| 42 | Goldman Sachs ETF TR NASDA 100 ETF | $465K | 7.8K | 0.1% | ▲+18% Added · +1K sh | |
| 43 | Alphabet Inc CAP STK CL A | $460K | 1.3K | 0.1% | ▲+6.2% Added · +75 sh | |
| 44 | CVS Health Corp COM | $452K | 4.4K | 0.1% | ▲+0.7% Added · +29 sh | |
| 45 | Circle Internet Group Inc COM CL A | $451K | 7.2K | 0.1% | ▲New New position | |
| 46 | Broadcom Inc COM | $446K | 1.2K | 0.1% | ▲+2.0% Added · +23 sh | |
| 47 | International Business Machs COM | $434K | 1.5K | 0.1% | ▲+6.3% Added · +92 sh | |
| 48 | NRG Energy Inc COM NEW | $422K | 2.9K | 0.1% | ▲+0.2% Added · +6 sh | |
| 49 | First TR Exchange Traded FD NASDQ SEMCNDTR | $417K | 1.5K | 0.1% | ▼−2.7% Reduced · −41 sh | |
| 50 | Walmart Inc COM | $415K | 3.7K | 0.1% | ▼−2.2% Reduced · −82 sh |
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.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2140714/holdings"
Use Arkolith to show Southern Financial Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.