§ 13F · FUND PROFILE
Sowell Financial Services LLC.
AUM · $3.1B (13F)Positions · 1162Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 421K | $122M | 4.0% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 122K | $90M | 2.9% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 413K | $83M | 2.7% | +3% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 86K | $65M | 2.1% | −2% |
| 5 | IVV | ISHARES TR | 80K | $60M | 1.9% | −9% |
| 6 | MSFT | MICROSOFT CORP | 152K | $57M | 1.9% | +2% |
| 7 | WLDR | TWO RDS SHARED TR | 1.19M | $55M | 1.8% | +10% |
| 8 | AMZN | AMAZON COM INC | 223K | $53M | 1.7% | +1% |
| 9 | QUAL | ISHARES TR | 178K | $39M | 1.3% | +1% |
| 10 | GOOGL | ALPHABET INC | 100K | $36M | 1.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOWELL SIGNAL
AC read
Sowell Financial Services LLC is a Other fund managing $3.1 billion in assets. The fund runs a massive portfolio of 1,162 positions.
Read the full dossier →