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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 6 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSV VANGUARD BD INDEX FDS 12,193.0 $950K 0.17% NEW $77.91 -0.4%
102 VTI VANGUARD INDEX FDS 2,522.0 $933K 0.16% NEW $370.05 +2.2%
103 CSCO CISCO SYS INC Technology 7,875.0 $925K 0.16% NEW $117.46 -5.5%
104 NEE NEXTERA ENERGY INC Utilities 10,448.0 $917K 0.16% NEW $87.77 -4.7%
105 VB VANGUARD INDEX FDS 3,021.0 $916K 0.16% NEW $303.08 +0.6%
106 YUM YUM BRANDS INC Consumer Cyclical 5,689.0 $909K 0.16% NEW $159.85 -4.3%
107 XMHQ INVESCO EXCHANGE TRADED FD T 8,015.0 $905K 0.16% NEW $112.88 +5.7%
108 BNDX VANGUARD CHARLOTTE FDS 18,425.0 $892K 0.16% NEW $48.43 -1.6%
109 GLD SPDR GOLD TR Financial Services 2,391.0 $881K 0.15% NEW $368.38 +14.9%
110 WELL WELLTOWER INC Real Estate 3,852.0 $874K 0.15% NEW $226.95 +5.4%
111 FIRST TR EXCHANGE TRADED FD 36,210.0 $864K 0.15% NEW $23.85
112 FMB FIRST TR EXCH TRADED FD III 16,238.0 $834K 0.15% NEW $51.37 -2.3%
113 LLY ELI LILLY & CO Healthcare 693.0 $831K 0.14% NEW $1198.85 +4.7%
114 FLRT PACER FDS TR 17,814.0 $831K 0.14% NEW $46.63 +0.6%
115 JEPQ J P MORGAN EXCHANGE TRADED F 13,355.0 $821K 0.14% NEW $61.46 -2.6%
116 VTEB VANGUARD MUN BD FDS 16,209.0 $820K 0.14% NEW $50.58 -2.1%
117 INNOVATOR ETFS TRUST 39,668.0 $811K 0.14% NEW $20.44
118 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,353.0 $807K 0.14% NEW $109.77 -0.4%
119 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 863.0 $807K 0.14% NEW $934.94 +1.4%
120 CTAS CINTAS CORP Industrials 4,576.0 $778K 0.14% NEW $170.07 +19.8%
Page 6 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%