Sowell Financial Services
$3.1B 13F equity value
1,245 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sowell Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 420,714 | $122M | 4.0% |
| QQQ | INVESCO QQQ TR | 121,974 | $90M | 2.9% |
| NVDA | NVIDIA CORPORATION | 413,140 | $83M | 2.7% |
| SPY | STATE STR SPDR S&P 500 ETF T | 86,438 | $65M | 2.1% |
| IVV | ISHARES TR | 79,523 | $60M | 1.9% |
| MSFT | MICROSOFT CORP | 151,909 | $57M | 1.9% |
| WLDR | TWO RDS SHARED TR | 1,190,369 | $55M | 1.8% |
| AMZN | AMAZON COM INC | 222,822 | $53M | 1.7% |
| QUAL | ISHARES TR | 177,723 | $39M | 1.3% |
| GOOGL | ALPHABET INC | 99,960 | $36M | 1.2% |
Track Sowell Financial Services's 13F portfolio: $3.1B in reported holdings, 1,245 positions. Top holdings and quarterly changes on SentiSense.
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