§ 13F · FUND PROFILE
Sowell Financial Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1123Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$67M 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 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 426K | $108M | 4.0% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 402K | $70M | 2.6% | ±0% |
| 3 | QQQ | INVESCO QQQ TR | 121K | $70M | 2.6% | +2% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 88K | $58M | 2.1% | +5% |
| 5 | IVV | ISHARES TR | 87K | $57M | 2.1% | −6% |
| 6 | MSFT | MICROSOFT CORP | 150K | $55M | 2.0% | +3% |
| 7 | AMZN | AMAZON COM INC | 221K | $46M | 1.7% | +4% |
| 8 | WLDR | TWO RDS SHARED TR | 1.08M | $40M | 1.5% | +2% |
| 9 | JAAA | JANUS DETROIT STR TR | 720K | $36M | 1.3% | +3% |
| 10 | QUAL | ISHARES TR | 176K | $34M | 1.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOWELL SIGNAL
AC read
Sowell Financial Services LLC is classified as a Other fund.
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed