Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Southland Equity Partners LLC (CIK 2006517) reported $513.1M across 261 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($30.7M, 5.98%), PMAR ($30.4M, 5.93%), FDL ($28.3M, 5.52%), BOND ($25.2M, 4.91%), SCHD ($21.2M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $30.7M | 5.98% | 120,880 | Trimmed |
| 2 | PMAR | INNOVATOR ETFS TRUST | $30.4M | 5.93% | 681,790 | Trimmed |
| 3 | FDL | FIRST TR EXCHANGE-TRADED FD | $28.3M | 5.52% | 557,532 | Added |
| 4 | BOND | PIMCO ETF TR | $25.2M | 4.91% | 273,026 | Trimmed |
| 5 | SCHD | SCHWAB STRATEGIC TR | $21.2M | 4.12% | 689,657 | Trimmed |
| 6 | PJAN | INNOVATOR ETFS TRUST | $17.7M | 3.45% | 384,166 | Trimmed |
| 7 | QTEC | FIRST TR EXCHANGE-TRADED FD | $13.0M | 2.54% | 60,384 | Trimmed |
| 8 | SFLR | INNOVATOR ETFS TRUST | $11.1M | 2.16% | 313,667 | Trimmed |
| 9 | PMAY | INNOVATOR ETFS TRUST | $9.2M | 1.79% | 229,831 | Trimmed |
| 10 | PAPR | INNOVATOR ETFS TRUST | $8.4M | 1.64% | 211,773 | Trimmed |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | $8.1M | 1.57% | 204,902 | Added |
| 12 | FTCS | FIRST TR EXCHANGE-TRADED FD | $7.5M | 1.46% | 80,924 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $7.3M | 1.43% | 12,712 | Added |
| 14 | FDN | FIRST TR EXCHANGE-TRADED FD | $7.4M | 1.43% | 31,444 | Added |
| 15 | PJUL | INNOVATOR ETFS TRUST | $6.9M | 1.34% | 149,468 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.8M | 1.33% | 14,277 | Trimmed |
| 17 | PFEB | INNOVATOR ETFS TRUST | $6.5M | 1.26% | 161,134 | Trimmed |
| 18 | MCD | MCDONALDS CORP | $6.0M | 1.18% | 19,442 | Added |
| 19 | ABBV | ABBVIE INC | $5.9M | 1.16% | 27,285 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $5.9M | 1.15% | 40,877 | Trimmed |
| 21 | TCAF | T ROWE PRICE ETF INC | $5.8M | 1.14% | 163,913 | Added |
| 22 | AMZN | AMAZON COM INC | $5.0M | 0.97% | 23,979 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $4.8M | 0.94% | 19,771 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $4.8M | 0.93% | 7,999 | Added |
| 25 | MSFT | MICROSOFT CORP | $4.4M | 0.86% | 11,948 | Added |
Source: SEC Form 13F filings · as of 2026-03-31