Sunbelt Securities, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,584,100
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 2,954 | 1,584,100 | 13F-HR | Sunbelt Securities, Inc. |
| Q4 2025 | 2/20/2026 | 2,784 | 1,499,346 | 13F-HR | Sunbelt Securities, Inc. |
| Q3 2025 | 11/19/2025 | 2,701 | 1,448,308 | 13F-HR | Sunbelt Securities, Inc. |
| Q2 2025 | 8/14/2025 | 1,805 | 1,132,791 | 13F-HR | Sunbelt Securities, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 887.4 K | 56.0% | 75.17 K | 0 | 75.17 K |
| ETFs | 696.7 K | 44.0% | 9.567 K | 0 | 9.567 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,584,100
Holdings
2954
QoQ value change ($000)
84,754
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.