Southland Equity Partners LLC - Portfolio overview

Southland Equity Partners LLC has 281 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.93%
2. PMAR - INNOVATOR ETFS TRUST, 5.88%
3. FDL - FIRST TR EXCHANGE-TRADED FD, 5.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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