§ 13F · FUND PROFILE
Powell Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $267M (13F)Positions · 167Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 158K | $33M | 11.5% | +2% |
| 2 | IVW | ISHARES TR | 290K | $33M | 11.3% | ±0% |
| 3 | IWN | ISHARES TR | 115K | $22M | 7.5% | +1% |
| 4 | IWO | ISHARES TR | 61K | $19M | 6.6% | +1% |
| 5 | QQQ | INVESCO QQQ TR | 31K | $18M | 6.3% | ±0% |
| 6 | DVY | ISHARES TR | 99K | $15M | 5.1% | +1% |
| 7 | AMZN | AMAZON COM INC | 38K | $8M | 2.7% | ±0% |
| 8 | IWS | ISHARES TR | 53K | $8M | 2.7% | ±0% |
| 9 | EFA | ISHARES TR | 71K | $7M | 2.4% | −1% |
| 10 | IWP | ISHARES TR | 52K | $7M | 2.3% | +1% |
§ 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 $267 million in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed