13F Insight
DOSSIER · 13F-HR · Q2 2026

Powell Investment Advisors, LLC

$317M in tracked AUM across 167 positions as of Q2 2026.

PI
CIK 0001802195 · last filed Jun 30, 2026
Total AUM
$317M
as of Q2 2026
Holdings
167
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Powell Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$38M279K12.1%02
IVE
ISHARES TR
$36M159K11.4%03
IWN
ISHARES TR
$25M115K8.0%04
IWO
ISHARES TR
$24M61K7.5%05
QQQ
INVESCO QQQ TR
$24M32K7.5%06
DVY
ISHARES TR
$16M99K4.9%07
AMZN
AMAZON COM INC
$9M38K2.8%08
IWS
ISHARES TR
$9M53K2.8%09
IWP
ISHARES TR
$8M52K2.4%10
EFA
ISHARES TR
$7M71K2.3%

Filing history

2026Q2Jun 30
$317M▲ 9.2%
167 positionsView →2026Q1Mar 31
$290M▼ 0.1%
174 positionsView →2025Q4Dec 31
$290M▲ 1.6%
169 positionsView →2025Q3Sep 30
$286M▲ 7.3%
167 positionsLocked2025Q2Jun 30
$267M▲ 30.9%
167 positionsLocked2025Q1Mar 31
$204M▼ 5.7%
145 positionsLocked2024Q4Dec 31
$216M▲ 0.8%
157 positionsLocked2024Q3Sep 30
$214M▲ 10.9%
151 positionsLocked2024Q2Jun 30
$193M▲ 2.0%
150 positionsLocked2024Q1Mar 31
$189M▲ 4.7%
145 positionsLocked2023Q4Dec 31
$181M▲ 8.7%
146 positionsLocked2023Q3Sep 30
$166M▼ 2.7%
139 positionsLocked
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