Powell Investment Advisors, LLC
Q2 2026 13F filing
Updated 45 days ago167 disclosed positions worth $316.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $38.4M | 279.4K | 12.13% | Trimmed(-3.7%) |
| 2 | E ETHA ISHARES TR | $36.1M | 158.8K | 11.38% | Added(+0.5%) |
| 3 | E ETHA ISHARES TR | $25.5M | 115.2K | 8.05% | Trimmed(-0.2%) |
| 4 | E ETHA ISHARES TR | $23.9M | 60.6K | 7.54% | Trimmed(-0.8%) |
| 5 | Q QQQ INVESCO QQQ TR | $23.6M | 32.0K | 7.45% | Added(+1.8%) |
| 6 | E ETHA ISHARES TR | $15.5M | 99.2K | 4.90% | Added(+0.7%) |
| 7 | A AMZN AMAZON COM INC | $9M | 37.8K | 2.84% | Trimmed(-0.8%) |
| 8 | E ETHA ISHARES TR | $8.8M | 53.2K | 2.77% | Added(+0.9%) |
| 9 | E ETHA ISHARES TR | $7.6M | 52.2K | 2.41% | Trimmed(-0.0%) |
| 10 | E ETHA ISHARES TR | $7.4M | 70.9K | 2.33% | Trimmed(-0.1%) |
| 11 | N NVDA NVIDIA CORPORATION | $6.9M | 34.6K | 2.19% | Trimmed(-3.6%) |
| 12 | G GS-PD GOLDMAN SACHS GROUP INC | $6.7M | 6.6K | 2.11% | Added(+0.3%) |
| 13 | T TSLA TESLA INC | $5.6M | 13.3K | 1.77% | Trimmed(-0.8%) |
| 14 | A AAPL APPLE INC | $4.1M | 14.2K | 1.30% | Trimmed(-1.1%) |
| 15 | E ETHA ISHARES TR | $4.1M | 29.7K | 1.28% | Added(+0.1%) |
| 16 | C CW SPDR SERIES TRUST | $3.3M | 30.3K | 1.03% | Added(+0.3%) |
| 17 | J JPM-PM JPMORGAN CHASE & CO | $3.1M | 9.5K | 0.98% | Trimmed(-4.1%) |
| 18 | V VGES VANGUARD INTL EQUITY INDEX F | $2.9M | 49.2K | 0.93% | Added(+1.7%) |
| 19 | S SPY STATE STR SPDR S&P 500 ETF T | $2.6M | 3.5K | 0.83% | Trimmed(-55.9%) |
| 20 | V VGES VANGUARD INDEX FDS | $2.5M | 28.8K | 0.78% | Added(+500.2%) |
| 21 | F FIS FIDELITY MERRIMACK STR TR | $2.5M | 54.2K | 0.78% | Trimmed(-5.6%) |
| 22 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.4K | 0.70% | Trimmed(-2.2%) |
| 23 | E ETHA ISHARES TR | $2.2M | 7.2K | 0.68% | Trimmed(-2.7%) |
| 24 | G GOOGN ALPHABET INC | $2M | 5.5K | 0.63% | Added(+4.4%) |
| 25 | E ETHA ISHARES TR | $2M | 64.6K | 0.62% | Added(+12.8%) |
| 26 | S SCCO SOUTHERN COPPER CORP | $1.7M | 9.9K | 0.54% | Added(+1.0%) |
| 27 | M MSFT MICROSOFT CORP | $1.6M | 4.2K | 0.49% | Trimmed(-30.9%) |
| 28 | V VGES VANGUARD SCOTTSDALE FDS | $1.5M | 19.1K | 0.48% | Unchanged |
| 29 | L LRCX LAM RESEARCH CORP | $1.5M | 3.5K | 0.47% | Unchanged |
| 30 | M MDY SPDR SERIES TRUST | $1.4M | 5.0K | 0.45% | Added(+0.0%) |
| 31 | A ALSN ALLISON TRANSMISSION HLDGS I | $1.4M | 12.1K | 0.43% | Unchanged |
| 32 | I IBIT ISHARES BITCOIN TRUST ETF | $1.3M | 39.0K | 0.41% | Trimmed(-26.2%) |
| 33 | I IBM INTERNATIONAL BUSINESS MACHS | $1.3M | 4.6K | 0.41% | Added(+0.0%) |
| 34 | ? N/A GLOBAL X FDS | $1.3M | 21.8K | 0.41% | Unchanged |
| 35 | C CSCO CISCO SYS INC | $1.3M | 10.9K | 0.40% | Unchanged |
| 36 | S STT-PG SELECT SECTOR SPDR TR | $1.2M | 23.1K | 0.39% | Added(+0.5%) |
| 37 | C C-PR CITIGROUP INC | $1.2M | 8.6K | 0.38% | Unchanged |
| 38 | A AVGO BROADCOM INC | $1.2M | 3.1K | 0.38% | Unchanged |
| 39 | S SON SONOCO PRODS CO | $1.2M | 21.1K | 0.37% | Added(+0.8%) |
| 40 | E ETHA ISHARES TR | $1.2M | 4.9K | 0.37% | Added(+0.1%) |
| 41 | C CQP CHENIERE ENERGY PARTNERS L P | $1.1M | 18.3K | 0.35% | Added(+1.2%) |
| 42 | ? N/A ALPS ETF TR | $1.1M | 21.2K | 0.35% | Added(+0.3%) |
| 43 | E ETHA ISHARES TR | $1M | 7.1K | 0.33% | Added(+0.7%) |
| 44 | G GOOGN ALPHABET INC | $1M | 2.9K | 0.32% | Added(+13.4%) |
| 45 | L LMT LOCKHEED MARTIN CORP | $982K | 1.9K | 0.31% | Unchanged |
| 46 | M MS-PP MORGAN STANLEY | $967K | 4.6K | 0.31% | Added(+0.5%) |
| 47 | H HODL VANECK ETF TRUST | $950K | 53.2K | 0.30% | Unchanged |
| 48 | E ETHA ISHARES TR | $929K | 12.0K | 0.29% | Added(+0.7%) |
| 49 | S STT-PG SELECT SECTOR SPDR TR | $926K | 20.4K | 0.29% | Unchanged |
| 50 | P PDI PIMCO ETF TR | $919K | 9.1K | 0.29% | Added(+0.1%) |