Powell Investment Advisors, LLC
CIK 0001802195 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$316.8M
2026 Q2
Positions
167
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVW
ISHARES TR
12.1%
IVE
ISHARES TR
11.4%
IWN
ISHARES TR
8.0%
IWO
ISHARES TR
7.5%
QQQ
INVESCO QQQ TR
7.5%
DVY
ISHARES TR
4.9%
AMZN
AMAZON COM INC
2.8%
IWS
ISHARES TR
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.