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Sowell Financial Services LLC
hedge fundUpdated 13 days agoManaged by Sowell Financial Services Llc • Latest filing Q3 2026
Portfolio value
$3.6B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
45.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $2.7B |
| Q1 2026 | $2.7B |
| Q2 2026 | $3.1B |
| Q3 2026 | $3.6B |
Top holdings
1,156 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $127.7M | 383.3K | 4.10% | — | |
| 2 | $94.9M | 415.6K | 3.05% | — | |
| 3 | $91.3M | 123.4K | 2.93% | — | |
| 4 | $78M | 152.1K | 2.50% | — | |
| 5 | $63.6M | 83.3K | 2.04% | — | |
| 6 | $61.9M | 80.8K | 1.99% | — | |
| 7 | ? N/A TWO RDS SHARED TR | $56.4M | 1.21M | 1.81% | — |
| 8 | $56.3M | 226.0K | 1.81% | — | |
| 9 | $39.5M | 177.7K | 1.27% | — | |
| 10 | ? N/A ADVISORS INNER CIRCLE FD III | $35.7M | 927.1K | 1.15% | — |
| 11 | $31.7M | 628.1K | 1.02% | — | |
| 12 | $31.5M | 91.6K | 1.01% | — | |
| 13 | $30.1M | 60.5K | 0.97% | — | |
| 14 | $28.1M | 38.7K | 0.90% | — | |
| 15 | $26.1M | 76.7K | 0.84% | — | |
| 16 | $25.4M | 41.7K | 0.81% | — | |
| 17 | $24.6M | 260.6K | 0.79% | — | |
| 18 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $23.4M | 1.24M | 0.75% | — |
| 19 | $23.2M | 70.2K | 0.75% | — | |
| 20 | $23.1M | 238.5K | 0.74% | — |