Southern Financial Group, LLC — 13F holdings

Southern Financial Group, LLC reported 95 holdings worth $392M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. JIII JANUS DETROIT STR TR — $70.0M (17.9%)
  2. JPIE J P MORGAN EXCHANGE TRADED F — $65.0M (16.6%)
  3. SDVY FIRST TR EXCHANGE-TRADED FD — $56.4M (14.4%)
  4. JSMD JANUS DETROIT STR TR — $44.5M (11.4%)
  5. FHEQ FIDELITY GREENWOOD STREET TR — $35.2M (9.0%)
  6. SO SOUTHERN CO — $35.1M (9.0%)
  7. KNG FIRST TR EXCHANGE-TRADED FD — $32.4M (8.3%)
  8. FANG DIAMONDBACK ENERGY INC — $4.09M (1.0%)
  9. AAPL APPLE INC — $2.76M (0.7%)
  10. RDVY FIRST TR EXCHANGE TRADED FD — $2.05M (0.5%)