Southland Equity Partners LLC

All 13F Filings

Location
Wildwood, MO
Most recent 13F
Q1 2026
Holdings value ($000)
513,069
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 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 351.2 K 68.4% 0 86.6 K -86.6 K
ETFs 160.2 K 31.2% 93.07 K 0 93.07 K
Debt 1.663 K 0.3% 0 82 -82
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Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
513,069
Holdings
273
QoQ value change ($000)
6,376 (1.3%)
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.