Sowell Financial Services LLC

CIK 0001633697 · NORTH LITTLE ROCK, AR · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Sowell Financial Services LLC reported 1,162 positions worth $3.06B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: AAPL (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.06B
2026 Q2
Positions
1,162
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.5%
Est. Net Flow (Q)
2026 Q2
10 / 1162 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$121.7M3.98%420,714
2QQQINVESCO QQQ TRSH$89.8M2.94%121,974
3NVDANVIDIA CORPORATIONSH$82.7M2.70%413,140
4SPYSTATE STR SPDR S&P 500 ETF TSH$64.5M2.11%86,438
5IVVISHARES TRSH$59.6M1.95%79,523
6MSFTMICROSOFT CORPSH$56.7M1.85%151,909
7WLDRTWO RDS SHARED TRSH$55.3M1.81%1,190,369
8AMZNAMAZON COM INCSH$53.1M1.74%222,822
9QUALISHARES TRSH$39.0M1.27%177,723
10GOOGLALPHABET INCSH$35.7M1.17%99,960

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sowell Financial Services LLC hold as of Q2 2026?

Sowell Financial Services LLC reported 1162 positions worth $3.06B in its Q2 2026 13F filing. Largest positions: AAPL (4.0%), QQQ (2.9%), NVDA (2.7%), SPY (2.1%) and IVV (1.9%).

What did Sowell Financial Services LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sowell Financial Services LLC sell in Q2 2026?

No previous quarter is available yet.

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.