Sowell Financial Services LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1633697
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.1B
Holdings
1,162
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sowell Financial Services LLC disclosed 1,162 positions worth $3.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.0% of the equity portfolio, followed by $QQQ and $NVDA. During the quarter the fund opened 117 new positions and exited 79 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (47.4% of disclosed assets). All figures are sourced directly from Sowell Financial Services LLC’s Form 13F-HR filing with the SEC under CIK 1633697.
AI Fund Analysis
Stable
$AAPL4.0% weight
Held 10 quarters
$QQQ2.9% weight
Held 10 quarters
$NVDA2.7% weight
Held 10 quarters
$SPY2.1% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
1.9% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
9 quarters accumulating
$TAP9 quarters accumulating
$GLPI9 quarters accumulating
ISHARES TR - S&P 500 VAL E
8 quarters accumulating
FRANKLIN TEMPLETON ETF TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$121.7M420,714 sh - —
Quality
$89.8M121,974 sh - 85.9#5
Quality
$82.7M413,140 sh - —
Quality
$64.5M86,438 sh ISHARES TR - CORE S&P500 ETF
—Quality
$59.6M79,523 sh- 79.8
Quality
$56.7M151,909 sh TWO RDS SHARED TR - AFFINITY WORLD
—Quality
$55.3M1,190,369 sh- 68.7
Quality
$53.1M222,822 sh ISHARES TR - MSCI USA QLT FCT
—Quality
$39.0M177,723 sh- 78.2
Quality
$35.7M99,960 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $121.7M | 420,714 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $89.8M | 121,974 |
| NVIDIA CORP$NVDA | 85.9#5 | $82.7M | 413,140 |
| SPDR S&P 500 ETF TRUST$SPY | — | $64.5M | 86,438 |
| ISHARES TR - CORE S&P500 ETF | — | $59.6M | 79,523 |
 MICROSOFT CORP$MSFT | 79.8 | $56.7M | 151,909 |
| TWO RDS SHARED TR - AFFINITY WORLD | — | $55.3M | 1,190,369 |
 AMAZON COM INC$AMZN | 68.7 | $53.1M | 222,822 |
| ISHARES TR - MSCI USA QLT FCT | — | $39.0M | 177,723 |
 Alphabet Inc.$GOOG | 78.2 | $35.7M | 99,960 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sowell Financial Services LLC's 1,162 positions.
Showing top 10 of 1,162 holdings.
Sector Allocation
Other
$1.5B
Technology
$588.6M
Financials
$355.0M
Industrials
$150.8M
Consumer Discretionary
$148.9M
Healthcare
$102.8M
Energy
$65.9M
Consumer Staples
$63.7M
Top Holdings — Sowell Financial Services LLC (Q2 2026)
Top 150 of 1,162 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $121.7M | 4.0% | -1% | 76.4 |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $89.8M | 2.9% | +1% | — |
| 3 | $NVDA | NVIDIA CORP | $82.7M | 2.7% | +3% | 85.9 |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $64.5M | 2.1% | -2% | — |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $59.6M | 1.9% | -9% | — |
| 6 | $MSFT | MICROSOFT CORP | $56.7M | 1.9% | +2% | 79.8 |
| 7 | — | TWO RDS SHARED TR - AFFINITY WORLD | $55.3M | 1.8% | +10% | — |
| 8 | $AMZN | AMAZON COM INC | $53.1M | 1.7% | +1% | 68.7 |
| 9 | — | ISHARES TR - MSCI USA QLT FCT | $39.0M | 1.3% | +1% | — |
| 10 | $GOOG | Alphabet Inc. | $35.7M | 1.2% | +2% | 78.2 |
| 11 | — | ADVISORS INNER CIRCLE FD III - RAYLIANT WILSHIR | $34.1M | 1.1% | +13% | — |
| 12 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $33.6M | 1.1% | +14% | — |
| 13 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $31.4M | 1.0% | -13% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $30.6M | 1.0% | +2% | 73.8 |
| 15 |  $GOOGL | Alphabet Inc. | $26.4M | 0.9% | -1% | 78.2 |
| 16 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BOND E | $24.6M | 0.8% | +2% | — |
| 17 | — | ISHARES TR - CORE US AGGBD ET | $24.5M | 0.8% | +2% | — |
| 18 | — | ISHARES TR - CORE MSCI EAFE | $23.8M | 0.8% | +1% | — |
| 19 |  $JPM | JPMORGAN CHASE & CO | $23.1M | 0.8% | +4% | 70.7 |
| 20 | — | VANGUARD INDEX FDS - VALUE ETF | $22.9M | 0.8% | +31% | — |
| 21 |  $META | Meta Platforms, Inc. | $20.9M | 0.7% | +11% | 79.6 |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $20.1M | 0.7% | +8% | — |
| 23 |  $AVGO | Broadcom Inc. | $19.4M | 0.6% | -3% | 84.5 |
| 24 | — | SPDR SERIES TRUST - STATE STREET SPD | $19.1M | 0.6% | +4% | — |
| 25 |  $CAT | CATERPILLAR INC | $18.7M | 0.6% | -7% | 66.5 |
| 26 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $17.9M | 0.6% | -2% | — |
| 27 |  $COST | COSTCO WHOLESALE CORP /NEW | $17.7M | 0.6% | +0% | 66.2 |
| 28 |  $IVZ | Invesco Ltd. | $17.6M | 0.6% | +1% | — |
| 29 |  $MU | MICRON TECHNOLOGY INC | $16.8M | 0.6% | -6% | 86.2 |
| 30 |  $MA | Mastercard Inc | $16.7M | 0.6% | -3% | 85.1 |
| 31 |  $GS | GOLDMAN SACHS GROUP INC | $16.4M | 0.5% | +49% | 73.5 |
| 32 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $15.8M | 0.5% | -1% | — |
| 33 |  $WMT | Walmart Inc. | $15.2M | 0.5% | -4% | 60.2 |
| 34 |  $V | VISA INC. | $14.7M | 0.5% | +3% | 82.9 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $14.5M | 0.5% | -5% | 69 |
| 36 | $IVZ | Invesco Ltd. | $14.2M | 0.5% | +2% | — |
| 37 | — | ISHARES TR - 0-3 MNTH TREASRY | $14.0M | 0.5% | +5% | — |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $13.9M | 0.5% | -0% | 70.3 |
| 39 |  $TSLA | Tesla, Inc. | $13.8M | 0.5% | -9% | 53.9 |
| 40 | — | ISHARES TR - RUS 1000 GRW ETF | $13.3M | 0.4% | +361% | — |
| 41 | $IVZ | Invesco Ltd. | $13.3M | 0.4% | +1% | — |
| 42 |  $AMD | ADVANCED MICRO DEVICES INC | $13.1M | 0.4% | -3% | 79.8 |
| 43 |  $BAC | BANK OF AMERICA CORP /DE/ | $12.9M | 0.4% | -5% | 67.6 |
| 44 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | $12.3M | 0.4% | +8% | — |
| 45 |  $CVX | CHEVRON CORP | $12.1M | 0.4% | -1% | 62.8 |
| 46 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $12.0M | 0.4% | +2% | — |
| 47 |  $KO | COCA COLA CO | $11.7M | 0.4% | -1% | 69.5 |
| 48 | — | DIMENSIONAL ETF TRUST - US EQUITY MARKET | $11.4M | 0.4% | -0% | — |
| 49 | — | ISHARES INC - CORE MSCI EMKT | $11.4M | 0.4% | -0% | — |
| 50 |  $ABBV | AbbVie Inc. | $11.2M | 0.4% | -1% | 72.6 |
| 51 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.0M | 0.4% | +4% | 70 |
| 52 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | $10.7M | 0.3% | +91% | — |
| 53 | — | VANGUARD INDEX FDS - GROWTH ETF | $10.7M | 0.3% | +256% | — |
| 54 |  $DELL | Dell Technologies Inc. | $10.4M | 0.3% | -2% | 71.2 |
| 55 | — | ISHARES TR - RUSSELL 2000 ETF | $10.3M | 0.3% | +3% | — |
| 56 | — | VANGUARD INDEX FDS - MID CAP ETF | $10.0M | 0.3% | +317% | — |
| 57 | — | ISHARES TR - ISHARES SEMICDTR | $9.9M | 0.3% | +1% | — |
| 58 | — | COLUMBIA ETF TR I - US EQUITY INCOME | $9.9M | 0.3% | +2% | — |
| 59 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $9.8M | 0.3% | +12% | — |
| 60 | $GS | GOLDMAN SACHS GROUP INC | $9.7M | 0.3% | +95% | 73.5 |
| 61 |  $MRK | Merck & Co., Inc. | $9.6M | 0.3% | +1% | 59.9 |
| 62 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9.6M | 0.3% | +0% | — |
| 63 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $9.6M | 0.3% | +10% | — |
| 64 | — | ISHARES TR - MSCI USA MIN VOL | $9.5M | 0.3% | -5% | — |
| 65 | — | ISHARES TR - RUS 1000 VAL ETF | $9.4M | 0.3% | +19% | — |
| 66 |  $OKE | ONEOK INC /NEW/ | $9.4M | 0.3% | +1% | 71.7 |
| 67 | — | FIDELITY MERRIMACK STR TR - LOW DURTIN ETF | $9.3M | 0.3% | +25% | — |
| 68 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $9.2M | 0.3% | +32% | — |
| 69 |  $LLY | ELI LILLY & Co | $9.1M | 0.3% | +11% | 87.5 |
| 70 |  $PLTR | Palantir Technologies Inc. | $9.0M | 0.3% | +1% | 84.6 |
| 71 |  $SBUX | STARBUCKS CORP | $8.8M | 0.3% | -2% | 58.2 |
| 72 |  $UBER | Uber Technologies, Inc | $8.7M | 0.3% | +9% | 73.5 |
| 73 |  $MS | MORGAN STANLEY | $8.6M | 0.3% | +1% | 75.8 |
| 74 |  $LRCX | LAM RESEARCH CORP | $8.5M | 0.3% | -0% | 79.4 |
| 75 |  $WFC | WELLS FARGO & COMPANY/MN | $8.5M | 0.3% | +0% | 61.8 |
| 76 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $8.5M | 0.3% | -3% | — |
| 77 |  $UPS | UNITED PARCEL SERVICE INC | $8.5M | 0.3% | +2% | 58.6 |
| 78 |  $APH | AMPHENOL CORP /DE/ | $8.0M | 0.3% | -3% | 79.3 |
| 79 |  $PM | Philip Morris International Inc. | $7.8M | 0.3% | -2% | 75.9 |
| 80 | — | ISHARES TR - RUS MDCP VAL ETF | $7.8M | 0.3% | -6% | — |
| 81 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $7.8M | 0.3% | +7% | — |
| 82 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $7.7M | 0.3% | +6% | — |
| 83 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $7.6M | 0.3% | -2% | — |
| 84 | — | GOLDMAN SACHS ETF TR - MARKETBETA RUSS | $7.6M | 0.3% | +83% | — |
| 85 | — | ISHARES TR - MSCI EAFE ETF | $7.6M | 0.3% | +8% | — |
| 86 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $7.5M | 0.3% | +0% | — |
| 87 |  $HHH | Howard Hughes Holdings Inc. | $7.5M | 0.2% | +3% | 70.9 |
| 88 | — | ISHARES TR - CORE S&P SCP ETF | $7.4M | 0.2% | -4% | — |
| 89 | $GS | GOLDMAN SACHS GROUP INC | $7.3M | 0.2% | +74% | 73.5 |
| 90 |  $ET | Energy Transfer LP | $7.2M | 0.2% | +1% | 64.4 |
| 91 |  $VZ | VERIZON COMMUNICATIONS INC | $7.2M | 0.2% | +2% | 65.8 |
| 92 | — | ISHARES TR - SP SMCP600VL ETF | $7.2M | 0.2% | -7% | — |
| 93 |  $MO | ALTRIA GROUP, INC. | $7.0M | 0.2% | -0% | 67.4 |
| 94 |  $BA | BOEING CO | $7.0M | 0.2% | +2% | 61.6 |
| 95 |  $KLAC | KLA CORP | $7.0M | 0.2% | +743% | 78.6 |
| 96 | — | ISHARES TR - S&P SML 600 GWT | $7.0M | 0.2% | +2% | — |
| 97 |  $AMAT | APPLIED MATERIALS INC /DE | $6.9M | 0.2% | -20% | 72.3 |
| 98 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $6.8M | 0.2% | -2% | — |
| 99 | — | ISHARES TR - S&P 500 GRWT ETF | $6.8M | 0.2% | +5% | — |
| 100 |  $IAU | ISHARES GOLD TRUST | $6.8M | 0.2% | -42% | — |
| 101 |  $MCD | MCDONALDS CORP | $6.8M | 0.2% | +4% | 69 |
| 102 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $6.7M | 0.2% | +2% | — |
| 103 |  $MMM | 3M CO | $6.6M | 0.2% | +3% | 64.9 |
| 104 |  $HD | HOME DEPOT, INC. | $6.5M | 0.2% | -8% | 60.3 |
| 105 |  $APD | Air Products & Chemicals, Inc. | $6.4M | 0.2% | -2% | 46.4 |
| 106 |  $MRVL | Marvell Technology, Inc. | $6.4M | 0.2% | -6% | 76.5 |
| 107 | — | DIMENSIONAL ETF TRUST - CORE FIXED INCOM | $6.4M | 0.2% | +0% | — |
| 108 | — | ISHARES TR - 20 YR TR BD ETF | $6.4M | 0.2% | -2% | — |
| 109 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $6.3M | 0.2% | +44% | — |
| 110 | $GS | GOLDMAN SACHS GROUP INC | $6.3M | 0.2% | -2% | 73.5 |
| 111 | — | ISHARES TR - MSCI EMG MKT ETF | $6.1M | 0.2% | -4% | — |
| 112 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $6.1M | 0.2% | +2% | — |
| 113 | — | ISHARES TR - RUSSELL 3000 ETF | $5.9M | 0.2% | -1% | — |
| 114 | — | ISHARES TR - MSCI USA MMENTM | $5.9M | 0.2% | +18% | — |
| 115 | $IVZ | Invesco Ltd. | $5.9M | 0.2% | +7% | — |
| 116 |  $F | FORD MOTOR CO | $5.8M | 0.2% | +3% | 54.9 |
| 117 |  $GEV | GE Vernova Inc. | $5.7M | 0.2% | +12% | 81.1 |
| 118 | — | ISHARES TR - ULTRA SHORT DUR | $5.7M | 0.2% | -3% | — |
| 119 | — | LISTED FDS TR - ALEXIS PRACTICAL | $5.7M | 0.2% | +0% | — |
| 120 |  $PG | PROCTER & GAMBLE Co | $5.6M | 0.2% | -2% | 64.6 |
| 121 | — | NORTHERN LTS FD TR IV - INSPIRE GBL HOPE | $5.5M | 0.2% | +12% | — |
| 122 | — | ADVISORS INNER CIRCLE FD III - RAYLIANT WILSHIR | $5.5M | 0.2% | +72% | — |
| 123 |  $PANW | Palo Alto Networks Inc | $5.5M | 0.2% | +2% | 65.5 |
| 124 |  $QCOM | QUALCOMM INC/DE | $5.4M | 0.2% | -12% | 70.5 |
| 125 |  $PEP | PEPSICO INC | $5.4M | 0.2% | -5% | 63.4 |
| 126 |  $VLO | VALERO ENERGY CORP/TX | $5.3M | 0.2% | +97% | 57.8 |
| 127 |  $WWD | Woodward, Inc. | $5.3M | 0.2% | +0% | 67.3 |
| 128 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | $5.3M | 0.2% | -33% | — |
| 129 |  $BN | BROOKFIELD Corp /ON/ | $5.2M | 0.2% | +17% | — |
| 130 | — | ISHARES TR - IBONDS DEC2026 | $5.1M | 0.2% | -1% | — |
| 131 | $GS | GOLDMAN SACHS GROUP INC | $5.0M | 0.2% | +74% | 73.5 |
| 132 | — | SPDR SERIES TRUST - STATE STREET SPD | $5.0M | 0.2% | +16% | — |
| 133 |  $LIEN | Chicago Atlantic BDC, Inc. | $5.0M | 0.2% | +4% | — |
| 134 |  $GE | GENERAL ELECTRIC CO | $4.9M | 0.2% | +1% | 73.8 |
| 135 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4.9M | 0.2% | +20% | — |
| 136 |  $NFLX | NETFLIX INC | $4.8M | 0.2% | -0% | 78.8 |
| 137 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.8M | 0.2% | -15% | — |
| 138 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $4.8M | 0.2% | -9% | — |
| 139 | — | ISHARES U S ETF TR - IT RT HDG HGYL | $4.7M | 0.1% | NEW | — |
| 140 |  $INTC | INTEL CORP | $4.7M | 0.1% | -16% | 45.6 |
| 141 |  $AXP | AMERICAN EXPRESS CO | $4.7M | 0.1% | +1% | 69.4 |
| 142 | — | ISHARES TR - IBDS DEC28 ETF | $4.6M | 0.1% | +0% | — |
| 143 |  $AXON | AXON ENTERPRISE, INC. | $4.6M | 0.1% | +8% | 56.6 |
| 144 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $4.5M | 0.1% | -2% | — |
| 145 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $4.5M | 0.1% | -1% | — |
| 146 | — | ISHARES TR - IBONDS 27 ETF | $4.5M | 0.1% | -0% | — |
| 147 |  $PFE | PFIZER INC | $4.5M | 0.1% | +4% | 62 |
| 148 | — | ISHARES TR - IBONDS DEC 29 | $4.5M | 0.1% | -0% | — |
| 149 |  $RTX | RTX Corp | $4.4M | 0.1% | +1% | 73.2 |
| 150 | — | ISHARES TR - EXPND TEC SC ETF | $4.4M | 0.1% | -1% | — |
New Positions (117)
ISHARES U S ETF TR - IT RT HDG HGYL$4.7M
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES$3.0M
INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA$3.0M
$AGX ARGAN INC$2.3M VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL$2.3M
COLUMBIA ETF TR II - EM CORE EX ETF$2.0M
$PLPC PREFORMED LINE PRODUCTS CO$1.9M
$ORA ORMAT TECHNOLOGIES, INC.$1.5M FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$1.4M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$774,308
$DXYZ Destiny Tech100 Inc.$738,408
$LINC LINCOLN EDUCATIONAL SERVICES CORP$711,275
$QBTS D-Wave Quantum Inc.$578,495 VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL$547,018
$JAZZ Jazz Pharmaceuticals plc$539,532Exited Positions (79)
$XOM.R34088 EXXON MOBIL CORP FIRST TR EXCHNG TRADED FD VI
$PAHC PHIBRO ANIMAL HEALTH CORP
$HON HONEYWELL INTERNATIONAL INC CALAMOS ETF TR
BARCLAYS BANK PLC
$BKR Baker Hughes Co
$CCJ CAMECO CORP ISHARES TR
$USO United States Oil Fund, LP ISHARES TR
SPDR SERIES TRUST
$CCL Carnival Corp Ltd.
$DOX AMDOCS LTD
$LPLA LPL Financial Holdings Inc.Browse Top Institutional Investors
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