account_balance
Investment manager · 13F filer · SEC CIK 2140714
Southern Financial Group, LLC
Reported value$366Mas of Sep 30, 2026
Positions89 1 new, 7 sold out
Top 10 weight88.9%JPIE alone is 19%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPIEJ P Morgan Exchange Traded F
19.3%Added +11%
JIIIJanus Detroit STR Tr
15.7%Trimmed −15%
SDVYFirst Tr Exchange Traded Fd
13.8%Trimmed −5%
JSMDJanus Detroit STR Tr
11.2%Added +4%
KNGFirst Tr Exchange-Traded Fd
9.5%Added +12%
FHEQFidelity Greenwood Street Tr
9.0%Trimmed −8%
SOSouthern Co
8.2%
FANG1.0%AAPL0.8%RFJPIEJ P Morgan Exchange Traded F
19.3%Added +11%
JIIIJanus Detroit STR Tr
15.7%Trimmed −15%
SDVYFirst Tr Exchange Traded Fd
13.8%Trimmed −5%
JSMDJanus Detroit STR Tr
11.2%Added +4%
KNGFirst Tr Exchange-Traded Fd
9.5%
FHEQFidelity Greenwood Street Tr
9.0%
SOSouthern Co
8.2%
FANGBoxes 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
JPIE J P Morgan Exchange Traded F 19.3% Added +11%
JIII Janus Detroit STR Tr 15.7% Trimmed −15%
SDVY First Tr Exchange Traded Fd 13.8% Trimmed −5%
JSMD Janus Detroit STR Tr 11.2% Added +4%
KNG First Tr Exchange-Traded Fd 9.5% Added +12%
FHEQ Fidelity Greenwood Street Tr 9.0% Trimmed −8%
SO Southern Co 8.2% HeldFANG Diamondback Energy, Inc. 1.0% Trimmed −13%AAPL Apple Inc. 0.8% Trimmed −12%RDVY First Tr Exchange Traded Fd 0.6% Added +2%
NVDA NVIDIA Corp 0.5% Added +23%RF Regions Financial Corp 0.4% Trimmed −10%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.