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Portfolio (Quarterly) Guide ↗

Southland Equity Partners LLC

· CIK 0002006517
13F Portfolio $571M AUM 306 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 306 New
Page 2 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 8,669.0 $6.0M 1.04% NEW $686.79 +2.5%
22 AMZN AMAZON COM INC Consumer Cyclical 24,064.0 $5.7M 1.00% NEW $238.34 +8.5%
23 MCD MCDONALDS CORP Consumer Cyclical 20,026.0 $5.4M 0.95% NEW $270.31 +0.2%
24 JNJ JOHNSON & JOHNSON Healthcare 20,549.0 $5.2M 0.91% NEW $253.97 +6.4%
25 NVDA NVIDIA CORPORATION Technology 24,008.0 $4.8M 0.84% NEW $200.09 +7.3%
26 JPM JPMORGAN CHASE & CO Financial Services 14,489.0 $4.7M 0.83% NEW $327.33 +7.4%
27 MTUM ISHARES TR 13,809.0 $4.7M 0.83% NEW $342.83 -11.0%
28 MSFT MICROSOFT CORP Technology 12,256.0 $4.6M 0.80% NEW $373.01 +29.5%
29 GOOG ALPHABET INC 12,493.0 $4.4M 0.77% NEW $353.33
30 FVD FIRST TR EXCHANGE-TRADED FD 89,772.0 $4.3M 0.76% NEW $48.18 +5.2%
31 RDVY FIRST TR EXCHANGE TRADED FD 52,128.0 $4.2M 0.74% NEW $81.06 +1.1%
32 POCT INNOVATOR ETFS TRUST 88,714.0 $4.1M 0.72% NEW $46.41 +1.9%
33 INTC INTEL CORP Technology 28,157.0 $3.9M 0.69% NEW $139.63 -35.5%
34 PJUN INNOVATOR ETFS TRUST 88,151.0 $3.8M 0.67% NEW $43.23 +1.6%
35 PAUG INNOVATOR ETFS TRUST 82,461.0 $3.8M 0.66% NEW $45.64 +2.1%
36 BILZ PIMCO ETF TR 37,076.0 $3.7M 0.66% NEW $100.93 -0.1%
37 SPMO INVESCO EXCH TRADED FD TR II 22,642.0 $3.7M 0.64% NEW $161.54 -7.9%
38 INNOVATOR ETFS TRUST 169,864.0 $3.6M 0.63% NEW $21.23
39 QFLR INNOVATOR ETFS TRUST 93,918.0 $3.4M 0.60% NEW $36.48 -3.6%
40 INNOVATOR ETFS TRUST 154,592.0 $3.4M 0.60% NEW $22.00
Page 2 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 14.9%
Healthcare 10.6%
Consumer Cyclical 10.5%
Consumer Defensive 8.9%
Energy 5.6%
Real Estate 4.8%
Industrials 4.2%
Communication Services 3.1%
Utilities 2.9%