Southland Equity Partners LLC

All 13F Filings

Location
Wildwood, MO
Most recent 13F
Q2 2026
Holdings value ($000)
571,010
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/13/2026 306 571,010 13F-HR Southland Equity Partners LLC
Q1 2026 4/14/2026 273 513,069 13F-HR Southland Equity Partners LLC
Q4 2025 1/14/2026 256 506,693 13F-HR Southland Equity Partners LLC
Q3 2025 10/15/2025 243 494,083 13F-HR Southland Equity Partners LLC
Q2 2025 7/14/2025 236 456,009 13F-HR Southland Equity Partners LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 391.9 K 68.6% 40.77 K 0 40.77 K
ETFs 177.6 K 31.1% 17.36 K 0 17.36 K
Debt 1.49 K 0.3% 0 173 -173
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
571,010
Holdings
306
QoQ value change ($000)
57,941 (11.3%)
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.