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Disclosed positions
Sunbelt Securities, Inc.: source evidence dated 2026-05-19T03:59:59.999Z.
- Issuer
- EXXON MOBIL CORP COM
- Ticker
- XOM
- Class
- Stock
- Reported value
- $229,290,875
- Reported amount
- 1,351,473
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001062993-26-002743Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| EXXON MOBIL CORP COM | XOM | Stock | $229,290,875 | 1,351,473 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $52,251,486 | 299,607 | SH | None |
| APPLE INC COM | AAPL | Stock | $32,049,739 | 126,284 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $29,066,194 | 78,521 | SH | None |
| BROADCOM INC COM | AVGO | Stock | $25,615,752 | 82,762 | SH | None |
| ISHARES GOLD TRUST | IAU | ETF | $22,363,459 | 253,669 | SH | None |
| INVESCO QQQ TRUST SERIES I | QQQ | ETF | $22,118,374 | 38,321 | SH | None |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | SCHG | ETF | $21,687,624 | 744,512 | SH | None |
| ISHARES S&P 500 GROWTH ETF | IVW | ETF | $20,745,885 | 183,413 | SH | None |
| ISHARES CORE S&P 500 ETF | IVV | ETF | $20,408,044 | 31,243 | SH | None |
| BLUEROCK PVT REAL ESTATE FD COM | BPRE | CEF | $19,702,255 | 1,186,168 | SH | None |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | ETF | $19,193,548 | 165,049 | SH | None |
| AMAZON COM INC COM | AMZN | Stock | $18,502,188 | 88,838 | SH | None |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | ETF | $15,658,950 | 467,920 | SH | None |
| SCHWAB U.S. LARGE-CAP VALUE ETF | SCHV | ETF | $15,572,460 | 510,572 | SH | None |
| STATE STREET SPDR S&P 500 ETF | SPY | ETF | $15,254,719 | 23,457 | SH | None |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | CGMS | ETF | $14,053,006 | 516,085 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $12,435,099 | 43,349 | SH | None |
| SANDISK CORP COM | SNDK | Stock | $12,418,356 | 19,546 | SH | None |
| PALANTIR TECHNOLOGIES INC CL A | PLTR | Stock | $12,165,729 | 83,167 | SH | None |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | PSTP | ETF | $11,276,576 | 327,142 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $10,947,981 | 38,072 | SH | None |
| ISHARES CORE MSCI EAFE ETF | IEFA | ETF | $10,247,563 | 113,195 | SH | None |
| ISHARES CORE S&P SMALL CAP ETF | IJR | ETF | $10,021,714 | 80,619 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $9,598,878 | 39,269 | SH | None |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | ETF | $9,591,130 | 329,819 | SH | None |
| PROCTER & GAMBLE CO COM | PG | Stock | $9,477,925 | 65,618 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $9,379,533 | 19,573 | SH | None |
| ISHARES S&P 500 VALUE ETF | IVE | ETF | $9,238,110 | 43,751 | SH | None |
| SCHWAB U.S. MID-CAP ETF | SCHM | ETF | $9,193,525 | 296,948 | SH | None |
| TESLA INC COM | TSLA | Stock | $9,145,794 | 24,602 | SH | None |
| MERCK & CO INC COM | MRK | Stock | $9,144,299 | 76,019 | SH | None |
| META PLATFORMS INC CL A | META | Stock | $9,038,574 | 15,798 | SH | None |
| ABBVIE INC COM | ABBV | Stock | $8,785,548 | 40,395 | SH | None |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | ETF | $8,544,012 | 121,744 | SH | None |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Stock | $8,399,399 | 221,971 | SH | None |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | ETF | $8,375,213 | 217,991 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $8,107,750 | 27,562 | SH | None |
| COCA COLA CO COM | KO | Stock | $8,034,384 | 105,646 | SH | None |
| MICRON TECHNOLOGY INC COM | MU | Stock | $7,599,056 | 22,493 | SH | None |
| VISA INC COM CL A | V | Stock | $7,443,770 | 24,629 | SH | None |
| INNOVATOR BUFFER STEP-UP STRATEGY ETF | BSTP | ETF | $7,407,309 | 205,710 | SH | None |
| WALMART INC COM | WMT | Stock | $6,838,254 | 55,023 | SH | None |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | EUSA | ETF | $6,376,208 | 62,653 | SH | None |
| FIDELITY EMERGING MARKETS MULTIFACTOR ETF | FDEM | ETF | $6,254,926 | 198,066 | SH | None |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | ETF | $6,021,829 | 42,279 | SH | None |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | ETF | $5,840,959 | 58,050 | SH | None |
| ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | COMT | ETF | $5,827,591 | 172,363 | SH | None |
| STATE STREET SPDR S&P DIVIDEND ETF | SDY | ETF | $5,815,795 | 39,851 | SH | None |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | ETF | $5,814,387 | 42,841 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 34 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.