§ 13F · FUND PROFILE
Sowell Financial Services LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1106Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2722.3T 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 JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 428K | $116.3T | 4.3% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 401K | $74.7T | 2.7% | NEW |
| 3 | QQQ | INVESCO QQQ TR | 118K | $72.8T | 2.7% | NEW |
| 4 | MSFT | MICROSOFT CORP | 145K | $70.0T | 2.6% | NEW |
| 5 | IVV | ISHARES TR | 93K | $63.5T | 2.3% | NEW |
| 6 | SPY | SPDR S&P 500 ETF TR | 84K | $57.4T | 2.1% | NEW |
| 7 | AMZN | AMAZON COM INC | 213K | $49.1T | 1.8% | NEW |
| 8 | WLDR | TWO RDS SHARED TR | 1.06M | $37.8T | 1.4% | NEW |
| 9 | JAAA | JANUS DETROIT STR TR | 696K | $35.2T | 1.3% | NEW |
| 10 | QUAL | ISHARES TR | 172K | $34.2T | 1.3% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed