David Franklin Painter

Southern Financial Group, Llc

Assets Managed

$391.84M

Holdings

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

9.47%(2Q avg: 5.99%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Southern Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Southern Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 391.84M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 5.99%. The portfolio is managed by David Franklin Painter, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JIII Jns Hndrsn Incm Etf Recent Activity Increased 3.66%	17.88%	$70.048M 1.405M shares@ $49.84 avg price	Increased 3.66%
JPIE Jpmorgan Income Etf Recent Activity Increased 4.54%	16.58%	$64.951M 1.41M shares@ $46.06 avg price	Increased 4.54%
SDVY First Trust Smid Cap Rising Recent Activity Increased 0.38%	14.41%	$56.446M 1.308M shares@ $43.15 avg price	Increased 0.38%
JSMD Janus Small Mid Cap Gr Alp Recent Activity Increased 0.16%	11.37%	$44.542M 439,966 shares@ $101.24 avg price	Increased 0.16%
FHEQ Fidelity Hedged Equity Etf Recent Activity Increased 0.56%	8.99%	$35.192M 1.069M shares@ $32.94 avg price	Increased 0.56%
SO Southern Co The Recent Activity Decreased -0.39%	8.96%	$35.071M 366,432 shares@ $95.72 avg price	Decreased -0.39%
KNG Ft Vest S&p 500 Dvd Arst Trg Recent Activity Increased 3.61%	8.27%	$32.382M 641,223 shares@ $50.51 avg price	Increased 3.61%
FANG Diamondback Energy Inc Recent Activity Decreased -2.94%	1.05%	$4.089M 23,262 shares@ $175.79 avg price	Decreased -2.94%
AAPL Apple Inc Recent Activity Decreased -7.69%	0.71%	$2.763M 9,548 shares@ $289.37 avg price	Decreased -7.69%
RDVY First Trust Rising Dividend Recent Activity Increased 11.59%	0.53%	$2.05M 25,284 shares@ $81.07 avg price	Increased 11.59%

1-10 of 95