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David Franklin Painter

Southern Financial Group, Llc

Assets Managed
$357.956M
Holdings
91
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
2.5%(2Q avg: 1.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Southern Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 91 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 357.956M in assets, with a quarterly growth rate of 2.5% and a 2-quarter average growth rate of 1.25%. The portfolio is managed by David Franklin Painter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JIII
Jns Hndrsn Incm Etf
Recent Activity
Increased 2.14%
18.78%
$67.222M
1.356M shares@ $49.58 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 3.18%
17.37%
$62.16M
1.349M shares@ $46.07 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 0.91%
14.36%
$51.397M
1.304M shares@ $39.43 avg price
SO
Southern Co The
Recent Activity
Decreased -0.83%
9.92%
$35.508M
367,879 shares@ $96.52 avg price
JSMD
Janus Small Mid Cap Gr Alp
Recent Activity
Increased 1.57%
9.74%
$34.856M
439,275 shares@ $79.35 avg price
FHEQ
Fidelity Hedged Equity Etf
Recent Activity
Increased 1.41%
8.74%
$31.267M
1.063M shares@ $29.42 avg price
KNG
Ft Vest S&p 500 Dvd Arst Trg
Recent Activity
Increased 3.02%
8.43%
$30.146M
618,898 shares@ $48.71 avg price
FANG
Diamondback Energy Inc
Recent Activity
Decreased -5.74%
1.33%
$4.741M
23,968 shares@ $197.8 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.85%
0.74%
$2.625M
10,344 shares@ $253.79 avg price
RF
Regions Financial Corp
Recent Activity
Decreased -6.31%
0.53%
$1.871M
71,632 shares@ $26.13 avg price

1-10 of 91