§ 13F · FUND PROFILE
Powell Investment Advisors, LLC.
AUM · $317M (13F)Positions · 167Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 279K | $38M | 12.1% | −4% |
| 2 | IVE | ISHARES TR | 159K | $36M | 11.4% | +1% |
| 3 | IWN | ISHARES TR | 115K | $25M | 8.0% | ±0% |
| 4 | IWO | ISHARES TR | 61K | $24M | 7.5% | −1% |
| 5 | QQQ | INVESCO QQQ TR | 32K | $24M | 7.5% | +2% |
| 6 | DVY | ISHARES TR | 99K | $16M | 4.9% | +1% |
| 7 | AMZN | AMAZON COM INC | 38K | $9M | 2.8% | −1% |
| 8 | IWS | ISHARES TR | 53K | $9M | 2.8% | +1% |
| 9 | IWP | ISHARES TR | 52K | $8M | 2.4% | ±0% |
| 10 | EFA | ISHARES TR | 71K | $7M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POWELL SIGNAL
AC read
Powell Investment Advisors, LLC is a Other fund managing $317 million in assets. The fund runs a portfolio of 167 positions.
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