account_balance

Investment manager · 13F filer · SEC CIK 2006517

Southland Equity Partners LLC

Reported value$583Mas of Sep 30, 2026
Positions292 15 new, 29 sold out
Top 10 weight37.1%AAPL alone is 7%
FiledOct 1414 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
AAPL Apple Inc. 6.9% Held
PMAR Innovator Etfs Trust 5.6% Held
FDL First Tr Exchange-Traded Fd 4.9% Added +4%
SCHD Schwab Strategic Tr 3.9% Held
BOND Pimco ETF Tr 3.9% Trimmed −4%
QTEC First Tr Exchange-Traded Fd 3.4% Held
PJAN Innovator Etfs Trust 3.2% Held
SFLR Innovator Etfs Trust 1.9% Trimmed −5%
PMAY Innovator Etfs Trust 1.7% Held
QQQ Invesco QQQ Tr 1.6% Held
FDN First Tr Exchange-Traded Fd 1.6% Held
PAPR Innovator Etfs Trust 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • OVLY $4.34M
  • VBK $1.87M
  • GDX $1.05M
  • NJUL $688K
arrow_upwardAdded
  • BALT +1642%
  • VWO +343%
  • BUFR +38%
  • BILZ +29%
arrow_downwardTrimmed
  • VEA −53%
  • BND −43%
  • SFLR −5%
  • TSLA −5%
remove_circleSold out
  • VOT $1.73M
  • VAW $1.41M
  • VCIT $1.34M
  • KORP $1.05M

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.

This is data, not investment advice. About StockToast · Your watchlist