§ 13F · FUND PROFILE
Sunbelt Securities, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 2784Turnover · — · Q4Filed · Feb 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1499.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | 1.37M | $164.7T | 11.0% | NEW |
| 2 | NVDA | NVIDIA CORPORATION COM | 338K | $63.0T | 4.2% | NEW |
| 3 | MSFT | MICROSOFT CORP COM | 76K | $36.6T | 2.4% | NEW |
| 4 | AAPL | APPLE INC COM | 125K | $34.1T | 2.3% | NEW |
| 5 | AVGO | BROADCOM INC COM | 81K | $28.1T | 1.9% | NEW |
| 6 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 727K | $23.7T | 1.6% | NEW |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | 38K | $23.4T | 1.6% | NEW |
| 8 | IVW | ISHARES S&P 500 GROWTH ETF | 182K | $22.4T | 1.5% | NEW |
| 9 | IAU | ISHARES GOLD TRUST | 262K | $21.3T | 1.4% | NEW |
| 10 | IVV | ISHARES CORE S&P 500 ETF | 30K | $20.5T | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNBELT SIGNAL
AC read
Sunbelt Securities, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed