Southern Capital Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Southern Capital Advisors, LLC reported 84 stock positions worth $216.8 million. Its top holding was iShares Core S&P U.S. Value (IUSV) at 13.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.8%) and iShares Core S&P Small-Cap E (IJR, 8.5%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 44 and reduced 23. The biggest buy was Intuit (INTU, shares +479%) and the biggest sale Oracle (ORCL, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Jackson, TN
- CIK
- 0001909249
- Portfolio Value
- $216.8M (Q4 2025)
- SEC Filing
- 0002085853-26-000128 ↗ filed Jan 28, 2026
Holdings Value
Holdings 84 stocks · $216.8M
| IUSV iShares Core S&P U.S. Value | 13.89% | 293,510 | $30.1M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 11.78% | 37,267 | $25.5M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 8.47% | 152,723 | $18.4M | Add +6.0% |
| IEFA iShares Core MSCI Eafe ETF | 7.44% | 180,321 | $16.1M | Add +6.8% |
| IWP iShares Russell Mid-Cap Grow | 5.64% | 89,262 | $12.2M | Add +2.3% |
| UPS United Parcel Service Class B | 4.23% | 92,421 | $9.2M | Reduce -0.7% |
| FTEC Fidelity MSCI Info Tech Indx | 4.16% | 40,095 | $9.0M | Reduce -2.9% |
| IYG iShares U.S. Financial Servi | 2.75% | 64,529 | $6.0M | Reduce -1.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 2.56% | 75,859 | $5.6M | Reduce -1.2% |
| AAPL Apple Inc. | 2.55% | 20,340 | $5.5M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 2.54% | 81,934 | $5.5M | Reduce -1.7% |
| IYJ iShares U.S. Industrials ETF | 2.20% | 32,182 | $4.8M | Add +1.9% |
| IYC iShares US Consumer Discreti | 2.02% | 42,516 | $4.4M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 2.00% | 20,483 | $4.3M | Add +3.7% |
| IVW iShares S&P 500 Growth ETF | 1.89% | 33,292 | $4.1M | Add +0.5% |
| IBB iShares Biotechnology ETF | 1.82% | 23,353 | $3.9M | Add +3.9% |
| PG The Procter & Gamble Co. | 1.49% | 22,597 | $3.2M | Reduce -1.3% |
| INTU Intuit Inc. | 1.22% | 3,994 | $2.6M | Add +478.8% |
| COF Capital One Financial Corp. | 1.12% | 9,994 | $2.4M | Add +0.3% |
| IWM iShares Russell 2000 ETF | 1.07% | 9,433 | $2.3M | Add +3.8% |
| MSFT Microsoft Corp. | 1.01% | 4,521 | $2.2M | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 0.95% | 6,651 | $2.0M | Reduce -11.5% |
| NFLX Netflix Inc. | 0.94% | 21,691 | $2.0M | New |
| AFL Aflac Inc. | 0.91% | 17,940 | $2.0M | Reduce -52.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.90% | 4,003 | $2.0M | Add +0.7% |
| IWR iShares Russell Mid-Cap ETF | 0.86% | 19,329 | $1.9M | Add +5.4% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.81% | 17,293 | $1.8M | Add +0.2% |
| BLK BlackRock Inc. | 0.72% | 1,457 | $1.6M | Add +0.1% |
| NVDA Nvidia Corp. | 0.54% | 6,332 | $1.2M | Add +28.2% |
| AMZN Amazon.com Inc. | 0.52% | 4,902 | $1.1M | Add +0.6% |
| WMT Walmart Inc. | 0.46% | 8,889 | $990K | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.46% | 1,314 | $990K | Add +0.1% |
| ORCL Oracle Corp. | 0.39% | 4,389 | $856K | Reduce -65.2% |
| GGLL Direxion Daily Googl Bull 2X | 0.36% | 8,109 | $786K | Reduce -23.5% |
| TSCO Tractor Supply Company | 0.35% | 15,168 | $759K | Reduce -71.2% |
| XOM Exxon Mobil Corp. | 0.35% | 6,284 | $756K | Add +8.5% |
| JPM JPMorgan Chase & Co. | 0.33% | 2,207 | $711K | Add +0.1% |
| BA The Boeing Co. | 0.32% | 3,179 | $690K | No change |
| IYF iShares US Financials ETF | 0.31% | 5,255 | $678K | Add +7.1% |
| IAI iShares U.S. Broker-Dealers | 0.31% | 3,741 | $671K | Add +3.7% |
| FHLC Fidelity MSCI Health Care | 0.31% | 9,025 | $670K | Add +0.4% |
| MRK Merck & Co. Inc. | 0.29% | 5,953 | $627K | Reduce -1.3% |
| PSTP Innovator PWR Buff Su St ETF | 0.28% | 17,458 | $617K | Add +0.2% |
| SFLR Innovator Eqty MGD Floor ETF | 0.28% | 16,642 | $613K | Reduce -0.8% |
| BUFF Innovator Laddered Allocatio | 0.28% | 12,265 | $612K | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.28% | 1,903 | $597K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.25% | 834 | $551K | Add +46.6% |
| FHN First Horizon Corp. | 0.23% | 21,232 | $507K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 1,686 | $499K | Add +0.3% |
| RTX RTX Corp. | 0.22% | 2,562 | $470K | No change |
| HD Home Depot Inc. | 0.21% | 1,302 | $448K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.20% | 1,776 | $428K | Add +0.3% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.19% | 8,319 | $409K | Add +1.0% |
| AMGN Amgen Inc. | 0.18% | 1,168 | $382K | No change |
| JNJ Johnson & Johnson | 0.18% | 1,834 | $380K | Reduce -1.3% |
| GLD SPDR Gold Shares | 0.17% | 956 | $379K | Reduce -17.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 4,016 | $378K | Add +0.4% |
| KHC The Kraft Heinz Co. | 0.17% | 15,500 | $376K | No change |
| ISRG Intuitive Surgical Inc. | 0.16% | 600 | $340K | No change |
| AZO AutoZone Inc. | 0.16% | 100 | $339K | No change |
| RF Regions Financial Corp. | 0.16% | 12,488 | $338K | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 6,112 | $336K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 484 | $330K | Reduce -6.7% |
| GEV GE Vernova Inc. | 0.15% | 502 | $328K | Reduce -63.1% |
| CVX Chevron Corp. | 0.14% | 1,996 | $304K | Add +5.1% |
| SOXX iShares Semiconductor ETF | 0.14% | 997 | $300K | Add +0.1% |
| KMI Kinder Morgan Inc. | 0.14% | 10,775 | $296K | No change |
| ITOT iShares Core S&P Total U.S. | 0.13% | 1,945 | $289K | Add +9.7% |
| FDVV Fidelity High Dividend ETF | 0.13% | 5,000 | $283K | No change |
| ABBV Abbvie Inc. | 0.13% | 1,208 | $276K | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 945 | $274K | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 1,051 | $271K | Add +0.9% |
| TSLA Tesla Inc. | 0.12% | 586 | $264K | New |
| SGOL Abrdn Physical Gold Shares | 0.12% | 6,400 | $263K | No change |
| IYM iShares U.S. Basic Materials | 0.12% | 1,650 | $254K | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.12% | 796 | $249K | New |
| FLG Flagstar Bank NA | 0.11% | 18,664 | $235K | Add +0.0% |
| T AT&T Inc. | 0.11% | 9,192 | $228K | Reduce -3.6% |
| NOC Northrop Grumman Corp. | 0.10% | 374 | $213K | No change |
| MCD McDonald's Corp. | 0.10% | 692 | $211K | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.10% | 3,015 | $211K | New |
| ROK Rockwell Automation Inc. | 0.10% | 537 | $209K | New |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,120 | $206K | No change |
| RIG Transocean Ltd. | 0.07% | 35,001 | $145K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -65.2% | 0.39% | −1.27 |
| TSCO Tractor Supply Company | Reduce -71.2% | 0.35% | −1.05 |
| AFL Aflac Inc. | Reduce -52.0% | 0.91% | −1.04 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −1.03 |
| GEV GE Vernova Inc. | Reduce -63.1% | 0.15% | −0.24 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 1.49% | −0.15 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -2.9% | 4.16% | −0.14 |
| GE General Electric | Reduce -11.5% | 0.95% | −0.11 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.10 |
| IYC iShares US Consumer Discreti | Reduce -0.2% | 2.02% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -1.7% | 2.54% | −0.03 |
| T AT&T Inc. | Reduce -3.6% | 0.11% | −0.02 |
| GLD SPDR Gold Shares | Reduce -17.4% | 0.17% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.7% | 0.15% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.13% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.10% | −0.01 |
| SFLR Innovator Eqty MGD Floor ETF | Reduce -0.8% | 0.28% | −0.00 |
| RF Regions Financial Corp. | Reduce -1.1% | 0.16% | +0.00 |
| IYG iShares U.S. Financial Servi | Reduce -1.3% | 2.75% | +0.00 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -1.2% | 2.56% | +0.01 |
| JNJ Johnson & Johnson | Reduce -1.3% | 0.18% | +0.01 |
| WMT Walmart Inc. | Reduce -0.1% | 0.46% | +0.03 |
| GGLL Direxion Daily Googl Bull 2X | Reduce -23.5% | 0.36% | +0.05 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.29% | +0.05 |
| UPS United Parcel Service Class B | Reduce -0.7% | 4.23% | +0.59 |
Portfolio Buys Q3 2025 → Q4 2025
| INTU Intuit Inc. | Add +478.8% | 1.22% | +1.00 |
| NFLX Netflix Inc. | New | 0.94% | +0.94 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.8% | 7.44% | +0.53 |
| IUSV iShares Core S&P U.S. Value | Add +2.3% | 13.89% | +0.45 |
| IJR iShares Core S&P Small-Cap E | Add +6.0% | 8.47% | +0.45 |
| IBB iShares Biotechnology ETF | Add +3.9% | 1.82% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 11.78% | +0.17 |
| AAPL Apple Inc. | Add +0.0% | 2.55% | +0.12 |
| COF Capital One Financial Corp. | Add +0.3% | 1.12% | +0.12 |
| TSLA Tesla Inc. | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +28.2% | 0.54% | +0.11 |
| KO The Coca-Cola Co. | New | 0.10% | +0.10 |
| ROK Rockwell Automation Inc. | New | 0.10% | +0.10 |
| IVE iShares S&P 500 Value ETF | Add +3.7% | 2.00% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.28% | +0.06 |
| META Meta Platforms Inc. Class A | Add +46.6% | 0.25% | +0.06 |
| XOM Exxon Mobil Corp. | Add +8.5% | 0.35% | +0.04 |
| IYJ iShares U.S. Industrials ETF | Add +1.9% | 2.20% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +3.8% | 1.07% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +5.4% | 0.86% | +0.03 |
| FHLC Fidelity MSCI Health Care | Add +0.4% | 0.31% | +0.03 |
| IYF iShares US Financials ETF | Add +7.1% | 0.31% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.52% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.5% | 1.89% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +9.7% | 0.13% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.14% | +0.01 |
| IAI iShares U.S. Broker-Dealers | Add +3.7% | 0.31% | +0.01 |
| FHN First Horizon Corp. | Add +0.5% | 0.23% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.23% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.16% | +0.01 |
| FLG Flagstar Bank NA | Add +0.0% | 0.11% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.7% | 0.90% | +0.01 |
| BUFF Innovator Laddered Allocatio | Add +1.1% | 0.28% | +0.00 |
| IYM iShares U.S. Basic Materials | Add +0.5% | 0.12% | +0.00 |
| CVX Chevron Corp. | Add +5.1% | 0.14% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.33% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.9% | 0.13% | +0.00 |
| PSTP Innovator PWR Buff Su St ETF | Add +0.2% | 0.28% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.1% | 0.13% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.46% | −0.00 |
| FSTA Fidelity MSCI Cons Stap Indx | Add +1.0% | 0.19% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.4% | 0.17% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.20% | −0.01 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +0.2% | 0.81% | −0.02 |
| HD Home Depot Inc. | Add +0.2% | 0.21% | −0.04 |
| BLK BlackRock Inc. | Add +0.1% | 0.72% | −0.08 |
| MSFT Microsoft Corp. | Add +0.5% | 1.01% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +2.3% | 5.64% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $239.5M | IUSV, IVV, IJR, IEFA, IWP |
| Q1 2026 | 85 | $213.6M | IUSV, IVV, IJR, IEFA, IWP |
| Q4 2025 | 84 | $216.8M | IUSV, IVV, IJR, IEFA, IWP |
| Q3 2025 | 82 | $213.4M | IUSV, IVV, IJR, IEFA, IWP |
| Q2 2025 | 81 | $195.5M | IUSV, IVV, IJR, IEFA, IWP |
| Q1 2025 | 78 | $180.3M | IUSV, IVV, IJR, IEFA, UPS |
| Q4 2024 | 74 | $180.7M | IUSV, IVV, IJR, UPS, IWP |
| Q3 2024 | 75 | $177.8M | IUSV, IVV, IEFA, UPS, IWP |
| Q2 2024 | 73 | $161.9M | IUSV, IVV, UPS, IEFA, IWP |
| Q1 2024 | 71 | $164.7M | IUSV, IVV, UPS, IEFA, IWP |