§ 13F · FUND PROFILE
Powell Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $266.6T (13F)Positions · 167Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$290.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 290K | $35.7T | 12.3% | NEW |
| 2 | IVE | ISHARES TR | 156K | $33.0T | 11.4% | NEW |
| 3 | IWN | ISHARES TR | 114K | $20.7T | 7.1% | NEW |
| 4 | IWO | ISHARES TR | 60K | $19.5T | 6.7% | NEW |
| 5 | QQQ | INVESCO QQQ TR | 32K | $19.4T | 6.7% | NEW |
| 6 | DVY | ISHARES TR | 98K | $13.8T | 4.8% | NEW |
| 7 | AMZN | AMAZON COM INC | 38K | $8.8T | 3.0% | NEW |
| 8 | IWS | ISHARES TR | 53K | $7.4T | 2.6% | NEW |
| 9 | IWP | ISHARES TR | 52K | $7.1T | 2.4% | NEW |
| 10 | EFA | ISHARES TR | 71K | $6.9T | 2.4% | NEW |
§ 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 $266581.0 trillion in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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