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Sowell Financial Services LLC

Q2 2026 13F filing

Updated 52 days ago

1,162 disclosed positions worth $3.1B

Portfolio value
$3.1B
Total holdings
1,162
New positions
122
Closed positions
83
Increased
515
Decreased
480
Turnover
17.6%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-1.3%
Value
$121.7M
Shares
420.7K
% Port
3.98%
Q
2.QQQ

INVESCO QQQ TR

+1.1%
Value
$89.8M
Shares
122.0K
% Port
2.94%
N

NVIDIA CORPORATION

+2.7%
Value
$82.7M
Shares
413.1K
% Port
2.70%
S
4.SPY

STATE STR SPDR S&P 500 ETF T

-2.3%
Value
$64.5M
Shares
86.4K
% Port
2.11%
E

ISHARES TR

-9.1%
Value
$59.6M
Shares
79.5K
% Port
1.95%
M

MICROSOFT CORP

+1.6%
Value
$56.7M
Shares
151.9K
% Port
1.85%
?
7.N/A

TWO RDS SHARED TR

+10.3%
Value
$55.3M
Shares
1.19M
% Port
1.81%
A

AMAZON COM INC

+0.6%
Value
$53.1M
Shares
222.8K
% Port
1.74%
E

ISHARES TR

+1.0%
Value
$39M
Shares
177.7K
% Port
1.27%
G

ALPHABET INC

+1.9%
Value
$35.7M
Shares
100.0K
% Port
1.17%
?
11.N/A

ADVISORS INNER CIRCLE FD III

+12.6%
Value
$34.1M
Shares
909.9K
% Port
1.11%
H
12.HODL

VANECK ETF TRUST

+13.7%
Value
$33.6M
Shares
51.2K
% Port
1.10%
?
13.N/A

JANUS DETROIT STR TR

-13.5%
Value
$31.4M
Shares
622.8K
% Port
1.03%
B

BERKSHIRE HATHAWAY INC DEL

+2.4%
Value
$30.6M
Shares
61.2K
% Port
1.00%
G

ALPHABET INC

-1.3%
Value
$26.4M
Shares
74.6K
% Port
0.86%
?
16.N/A

SIMPLIFY EXCHANGE TRADED FUN

+1.8%
Value
$24.6M
Shares
1.22M
% Port
0.80%
E
17.ETHA

ISHARES TR

+2.5%
Value
$24.5M
Shares
247.7K
% Port
0.80%
E
18.ETHA

ISHARES TR

+1.1%
Value
$23.8M
Shares
246.2K
% Port
0.78%
J

JPMORGAN CHASE & CO

+3.9%
Value
$23.1M
Shares
70.5K
% Port
0.75%
V
20.VGES

VANGUARD INDEX FDS

+30.9%
Value
$22.9M
Shares
105.2K
% Port
0.75%
M
21.META

META PLATFORMS INC

+10.7%
Value
$20.9M
Shares
37.1K
% Port
0.68%
V
22.VGES

VANGUARD INDEX FDS

+8.2%
Value
$20.1M
Shares
29.3K
% Port
0.66%
A
23.AVGO

BROADCOM INC

-3.0%
Value
$19.4M
Shares
51.4K
% Port
0.63%
S

SPDR SERIES TRUST

+3.9%
Value
$19.1M
Shares
216.9K
% Port
0.62%
C
25.CAT

CATERPILLAR INC

-6.6%
Value
$18.7M
Shares
17.5K
% Port
0.61%
?
26.N/A

J P MORGAN EXCHANGE TRADED F

-1.6%
Value
$17.9M
Shares
353.1K
% Port
0.58%
C
27.COST

COSTCO WHOLESALE CORPORATION

+0.1%
Value
$17.7M
Shares
18.9K
% Port
0.58%
?
28.N/A

INVESCO EXCH TRADED FD TR II

+1.0%
Value
$17.6M
Shares
891.8K
% Port
0.57%
M
29.MU

MICRON TECHNOLOGY INC

-6.5%
Value
$16.8M
Shares
14.6K
% Port
0.55%
M
30.MA

MASTERCARD INCORPORATED

-3.0%
Value
$16.7M
Shares
32.6K
% Port
0.55%
?
31.N/A

GOLDMAN SACHS ETF TR

+49.3%
Value
$16.4M
Shares
399.5K
% Port
0.54%
S

SELECT SECTOR SPDR TR

-0.6%
Value
$15.8M
Shares
83.1K
% Port
0.52%
W
33.WMT

WALMART INC

-3.9%
Value
$15.2M
Shares
134.3K
% Port
0.50%
V
34.V

VISA INC

+3.2%
Value
$14.7M
Shares
42.8K
% Port
0.48%
J
35.JNJ

JOHNSON & JOHNSON

-4.6%
Value
$14.5M
Shares
57.2K
% Port
0.47%
?
36.N/A

INVESCO EXCHANGE TRADED FD T

+1.8%
Value
$14.2M
Shares
125.8K
% Port
0.46%
?
37.N/A

ISHARES TR

+5.0%
Value
$14M
Shares
139.1K
% Port
0.46%
C
38.CSCO

CISCO SYS INC

-0.4%
Value
$13.9M
Shares
118.5K
% Port
0.46%
T
39.TSLA

TESLA INC

-8.8%
Value
$13.8M
Shares
32.7K
% Port
0.45%
E
40.ETHA

ISHARES TR

+361.1%
Value
$13.3M
Shares
107.5K
% Port
0.44%
E
41.ETHA

INVESCO EXCH TRADED FD TR II

+0.7%
Value
$13.3M
Shares
43.7K
% Port
0.43%
A
42.AMD

ADVANCED MICRO DEVICES INC

-2.8%
Value
$13.1M
Shares
22.5K
% Port
0.43%
B

BANK AMERICA CORP

-4.8%
Value
$12.9M
Shares
226.8K
% Port
0.42%
?
44.N/A

FRANKLIN TEMPLETON ETF TR

+7.9%
Value
$12.3M
Shares
425.6K
% Port
0.40%
C
45.CVX

CHEVRON CORPORATION

-1.4%
Value
$12.1M
Shares
73.2K
% Port
0.40%
?
46.N/A

DIMENSIONAL ETF TRUST

+2.3%
Value
$12M
Shares
233.0K
% Port
0.39%
K
47.KO

COCA COLA CO

-0.9%
Value
$11.7M
Shares
143.5K
% Port
0.38%
?
48.N/A

DIMENSIONAL ETF TRUST

-0.1%
Value
$11.4M
Shares
139.4K
% Port
0.37%
E
49.ETHA

ISHARES INC

-0.3%
Value
$11.4M
Shares
137.2K
% Port
0.37%
A
50.ABBV

ABBVIE INC

-1.1%
Value
$11.2M
Shares
44.3K
% Port
0.36%