account_balance

Investment manager · 13F filer · SEC CIK 1909249

Southern Capital Advisors, LLC

Reported value$250Mas of Sep 30, 2026
Positions86 3 new, 1 sold out
Top 10 weight71.1%IUSV alone is 15%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IUSV iShares Tr 14.8% Added +8%
IVV iShares Tr 13.5% Added +7%
IJR iShares Tr 10.0% Added +7%
IEFA iShares Tr 9.9% Added +11%
IWR iShares Tr 7.4% Added +790%
FTEC Fidelity Covington Trust 3.8% Held
UPS United Parcel Service Inc 3.4% Held
IEMG iShares Inc 2.9% Added +7%
IYJ iShares Tr 2.8% Held
AAPL Apple Inc. 2.5% Held
IBB iShares Tr 2.4% Held
FCOM Fidelity Covington Trust 2.1% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • FENY $3.09M
  • VLO $271K
  • AIRR $229K
arrow_upwardAdded
  • IWR +790%
  • IEFA +11%
  • IUSV +8%
  • IJR +7%
arrow_downwardTrimmed
  • IYC −82%
  • IYF −4%
  • IVE −4%
  • IAI −3%
remove_circleSold out
  • IWP $15.7M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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