Southern Capital Advisors
Southern Capital Advisors reported 86 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IUSV (14.8%), IVV (13.5%) and IJR (10.0%). Compared with Q2 2026, the fund opened new positions in FENY, XOM and VLO, added to IUSV, IVV and IJR, trimmed FTEC, UPS and AAPL and sold out of IWP and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IUSV Ishares TR | $37.1M | 14.8% | 337K | +25K (+8%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $33.9M | 13.5% | 44K | +2,950 (+7%) | 8 of 8 | |
| 3 |  IJR Ishares TR | $25M | 10.0% | 184K | +13K (+7%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $24.7M | 9.9% | 255K | +25K (+11%) | 8 of 8 | |
| 5 |  IWR Ishares TR | $18.6M | 7.4% | 174K | +155K (+790%) | 8 of 8 | |
| 6 |  FTEC Fidelity Covington Trust | $9.6M | 3.8% | 32K | −42 (−0%) | 8 of 8 | |
| 7 |  UPS United Parcel Service Inc | $8.5M | 3.4% | 91K | −257 (−0%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $7.3M | 2.9% | 90K | +5,568 (+7%) | 8 of 8 | |
| 9 |  IYJ Ishares TR | $6.9M | 2.8% | 45K | +862 (+2%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $6.3M | 2.5% | 19K | −94 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Southern Capital Advisors 13F FAQ
What does Southern Capital Advisors own?
Southern Capital Advisors reported 86 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are IUSV (14.8%), IVV (13.5%) and IJR (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Southern Capital Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 37 added to, 15 trimmed and 2 sold out. New positions include FENY, XOM and VLO. It sold all of IWP and XOM.
When will Southern Capital Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Southern Capital Advisors's portfolio worth?
The Q3 2026 filing reports $250M in US stocks ($266M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.