Southern Capital Advisors, LLC, based in Jackson, Tennessee, has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 88 distinct positions held by the firm during the specified period.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs), with a significant portion of the assets managed through broad market indices. The firm holds a substantial number of shares in the iShares Core S&P 500 ETF, reporting 33,855,001 shares. This is followed by the iShares Core S&P US Value ETF, with 37,114,388 shares, and the iShares Core S&P Total Stock Market ETF, with 24,986,000 shares.
Among individual equities, Procter & Gamble Co. is the largest holding, with 3,299,611 shares. Other notable individual stock positions include Apple Inc. with 6,251,585 shares, Microsoft Corporation with 2,281,436 shares, and Berkshire Hathaway Inc. Class B with 298,770 shares.
The filing also indicates a mix of sector-specific and international exposure. The firm holds positions in the iShares Core MSCI EAFE ETF, with 24,687,336 shares, and the iShares Core MSCI Emerging Markets ETF, with 7,274,080 shares. Additionally, the firm lists a call option position in the Select Sector SPDR Trust Energy ETF, with 15,252,000 shares.
