# EDGAR Filing Document

**Accession Number:** 0002140714
**File Stem:** 0001172661-26-002458
**Filing Date:** 2026-6
**Character Count:** 11826
**Document Hash:** d0e08d9d879ec829c6636eab980f0bcb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-002458.hdr.sgml**: 20260618

**ACCESSION NUMBER**: 0001172661-26-002458

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260618

**DATE AS OF CHANGE**: 20260618

**EFFECTIVENESS DATE**: 20260618

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Southern Financial Group, LLC
- **CENTRAL INDEX KEY:** 0002140714

**ORGANIZATION NAME:**
- **EIN:** 205833348
- **STATE OF INCORPORATION:** AL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-27023
- **FILM NUMBER:** 261102124

**BUSINESS ADDRESS:**
- **STREET 1:** 700 CORPORATE PKWY
- **CITY:** BIRMINGHAM
- **STATE:** AL
- **ZIP:** 35242
- **BUSINESS PHONE:** 2053831415

**MAIL ADDRESS:**
- **STREET 1:** 700 CORPORATE PKWY
- **CITY:** BIRMINGHAM
- **STATE:** AL
- **ZIP:** 35242

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Southern Financial Group LLC<br>**Address:** 700 CORPORATE PKWY<br>BIRMINGHAM, AL 35242

**Form 13F File Number:** 028-27023

**CRD Number (if applicable):** 000142644

**SEC File Number (if applicable):** 801-67489

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Franklin Painter<br>**Title:** Chief Compliance Officer<br>**Phone:** 205-383-1415

**Signature, Place, and Date of Signing:**

s/ David Franklin Painter  Birmingham, AL  06-18-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $349238356

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 240739 | 1921 | SH |  | SOLE |  | 0 | 0 | 1921 |
| ABBVIE INC | COM | 00287Y109 |  | 755549 | 3307 | SH |  | SOLE |  | 0 | 0 | 3307 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 480080 | 2242 | SH |  | SOLE |  | 0 | 0 | 2242 |
| AEROVIRONMENT INC | COM | 008073108 |  | 261725 | 1082 | SH |  | SOLE |  | 0 | 0 | 1082 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 408916 | 1306 | SH |  | SOLE |  | 0 | 0 | 1306 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 606319 | 1932 | SH |  | SOLE |  | 0 | 0 | 1932 |
| AMAZON COM INC | COM | 023135106 |  | 857265 | 3714 | SH |  | SOLE |  | 0 | 0 | 3714 |
| APPLE INC | COM | 037833100 |  | 2865070 | 10539 | SH |  | SOLE |  | 0 | 0 | 10539 |
| AT INC | COM | 00206R102 |  | 835230 | 33624 | SH |  | SOLE |  | 0 | 0 | 33624 |
| BANK AMERICA CORP | COM | 060505104 |  | 1026559 | 18665 | SH |  | SOLE |  | 0 | 0 | 18665 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 463502 | 8593 | SH |  | SOLE |  | 0 | 0 | 8593 |
| BROADCOM INC | COM | 11135F101 |  | 380710 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| CATERPILLAR INC | COM | 149123101 |  | 511351 | 893 | SH |  | SOLE |  | 0 | 0 | 893 |
| CISCO SYS INC | COM | 17275R102 |  | 697680 | 9057 | SH |  | SOLE |  | 0 | 0 | 9057 |
| CITIGROUP INC | COM NEW | 172967424 |  | 506027 | 4337 | SH |  | SOLE |  | 0 | 0 | 4337 |
| CORTEVA INC | COM | 22052L104 |  | 215512 | 3215 | SH |  | SOLE |  | 0 | 0 | 3215 |
| CVS HEALTH CORP | COM | 126650100 |  | 341753 | 4306 | SH |  | SOLE |  | 0 | 0 | 4306 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 3822526 | 25428 | SH |  | SOLE |  | 0 | 0 | 25428 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 298954 | 2252 | SH |  | SOLE |  | 0 | 0 | 2252 |
| DOW INC | COM | 260557103 |  | 207844 | 8890 | SH |  | SOLE |  | 0 | 0 | 8890 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 337029 | 2875 | SH |  | SOLE |  | 0 | 0 | 2875 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 378900 | 22978 | SH |  | SOLE |  | 0 | 0 | 22978 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 352498 | 2929 | SH |  | SOLE |  | 0 | 0 | 2929 |
| FIDELITY GREENWOOD STREET TR | HEDGED EQTY ETF | 31624J745 |  | 32396374 | 1048087 | SH |  | SOLE |  | 0 | 0 | 1048087 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 450143 | 6773 | SH |  | SOLE |  | 0 | 0 | 6773 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 750805 | 10508 | SH |  | SOLE |  | 0 | 0 | 10508 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1423546 | 20492 | SH |  | SOLE |  | 0 | 0 | 20492 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 29527725 | 600768 | SH |  | SOLE |  | 0 | 0 | 600768 |
| FIRST TR EXCHANGE-TRADED FD | VEST HIGH YIELD | 33738D739 |  | 684632 | 34604 | SH |  | SOLE |  | 0 | 0 | 34604 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 49502063 | 1291808 | SH |  | SOLE |  | 0 | 0 | 1291808 |
| FIRST TR EXCHANGE-TRADED FD | VEST INVESTMENT | 33738D747 |  | 731958 | 36380 | SH |  | SOLE |  | 0 | 0 | 36380 |
| FORD MTR CO | COM | 345370860 |  | 445262 | 33938 | SH |  | SOLE |  | 0 | 0 | 33938 |
| GE AEROSPACE | COM NEW | 369604301 |  | 658264 | 2137 | SH |  | SOLE |  | 0 | 0 | 2137 |
| GE VERNOVA INC | COM | 36828A101 |  | 367566 | 562 | SH |  | SOLE |  | 0 | 0 | 562 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 260229 | 2120 | SH |  | SOLE |  | 0 | 0 | 2120 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 268822 | 3473 | SH |  | SOLE |  | 0 | 0 | 3473 |
| GLOBE LIFE INC | COM | 37959E102 |  | 307692 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| GOLDMAN SACHS BDC INC | SHS | 38147U107 |  | 151297 | 16304 | SH |  | SOLE |  | 0 | 0 | 16304 |
| GOLDMAN SACHS ETF TR | S 500 PREMIUM | 38149W622 |  | 719166 | 13621 | SH |  | SOLE |  | 0 | 0 | 13621 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 261470 | 297 | SH |  | SOLE |  | 0 | 0 | 297 |
| INTEL CORP | COM | 458140100 |  | 524825 | 14223 | SH |  | SOLE |  | 0 | 0 | 14223 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 430619 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 230574 | 5854 | SH |  | SOLE |  | 0 | 0 | 5854 |
| INVESCO MUNI INCOME OPP TRST | COM | 46132X101 |  | 125890 | 20947 | SH |  | SOLE |  | 0 | 0 | 20947 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 311284 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 60535131 | 1307737 | SH |  | SOLE |  | 0 | 0 | 1307737 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | 47103U209 |  | 35273530 | 432486 | SH |  | SOLE |  | 0 | 0 | 432486 |
| JANUS DETROIT STR TR | HENDERSON INCOME | 47103U712 |  | 66981886 | 1327557 | SH |  | SOLE |  | 0 | 0 | 1327557 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 212593 | 1027 | SH |  | SOLE |  | 0 | 0 | 1027 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 585597 | 1817 | SH |  | SOLE |  | 0 | 0 | 1817 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 256252 | 9322 | SH |  | SOLE |  | 0 | 0 | 9322 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 403462 | 5315 | SH |  | SOLE |  | 0 | 0 | 5315 |
| MEDICAL PPTYS TRUST INC | COM | 58463J304 |  | 150798 | 30160 | SH |  | SOLE |  | 0 | 0 | 30160 |
| MERCK  CO INC | COM | 58933Y105 |  | 265210 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| META PLATFORMS INC | CL A | 30303M102 |  | 610223 | 924 | SH |  | SOLE |  | 0 | 0 | 924 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 555450 | 1946 | SH |  | SOLE |  | 0 | 0 | 1946 |
| MICROSOFT CORP | COM | 594918104 |  | 765096 | 1582 | SH |  | SOLE |  | 0 | 0 | 1582 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 541325 | 3049 | SH |  | SOLE |  | 0 | 0 | 3049 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 463990 | 2914 | SH |  | SOLE |  | 0 | 0 | 2914 |
| NUTRIEN LTD | COM | 67077M108 |  | 360472 | 5840 | SH |  | SOLE |  | 0 | 0 | 5840 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1240526 | 6652 | SH |  | SOLE |  | 0 | 0 | 6652 |
| ONEOK INC NEW | COM | 682680103 |  | 207317 | 2821 | SH |  | SOLE |  | 0 | 0 | 2821 |
| ORACLE CORP | COM | 68389X105 |  | 545157 | 2797 | SH |  | SOLE |  | 0 | 0 | 2797 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 537873 | 3026 | SH |  | SOLE |  | 0 | 0 | 3026 |
| PFIZER INC | COM | 717081103 |  | 502075 | 20164 | SH |  | SOLE |  | 0 | 0 | 20164 |
| PHILLIPS EDISON  CO INC | COMMON STOCK | 71844V201 |  | 227261 | 6389 | SH |  | SOLE |  | 0 | 0 | 6389 |
| QUALCOMM INC | COM | 747525103 |  | 397250 | 2322 | SH |  | SOLE |  | 0 | 0 | 2322 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 2072026 | 76459 | SH |  | SOLE |  | 0 | 0 | 76459 |
| SALESFORCE INC | COM | 79466L302 |  | 368060 | 1389 | SH |  | SOLE |  | 0 | 0 | 1389 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 346053 | 3464 | SH |  | SOLE |  | 0 | 0 | 3464 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 222518 | 5754 | SH |  | SOLE |  | 0 | 0 | 5754 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 467051 | 17840 | SH |  | SOLE |  | 0 | 0 | 17840 |
| SOUTHERN CO | COM | 842587107 |  | 32348274 | 370966 | SH |  | SOLE |  | 0 | 0 | 370966 |
| SPIRE INC | COM | 84857L101 |  | 1189447 | 14383 | SH |  | SOLE |  | 0 | 0 | 14383 |
| SYNOVUS FINL CORP | COM NEW | 87161C501 |  | 327279 | 6539 | SH |  | SOLE |  | 0 | 0 | 6539 |
| TESLA INC | COM | 88160R101 |  | 410050 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 251759 | 2538 | SH |  | SOLE |  | 0 | 0 | 2538 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 205802 | 623 | SH |  | SOLE |  | 0 | 0 | 623 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 228230 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 770468 | 18916 | SH |  | SOLE |  | 0 | 0 | 18916 |
| VISA INC | COM CL A | 92826C839 |  | 292070 | 833 | SH |  | SOLE |  | 0 | 0 | 833 |
| VULCAN MATLS CO | COM | 929160109 |  | 217009 | 761 | SH |  | SOLE |  | 0 | 0 | 761 |
| WALMART INC | COM | 931142103 |  | 448496 | 4026 | SH |  | SOLE |  | 0 | 0 | 4026 |
| WESTWATER RES INC | COM NEW | 961684206 |  | 73346 | 97795 | SH |  | SOLE |  | 0 | 0 | 97795 |

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