13F Insight
DOSSIER · 13F-HR · Q1 2026

Powell Investment Advisors, LLC

$290M in tracked AUM across 174 positions as of Q1 2026.

PI
CIK 0001802195 · last filed Mar 31, 2026
Total AUM
$290M
as of Q1 2026
Holdings
174
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Powell Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$33M158K11.5%02
IVW
ISHARES TR
$33M290K11.3%03
IWN
ISHARES TR
$22M115K7.5%04
IWO
ISHARES TR
$19M61K6.6%05
QQQ
INVESCO QQQ TR
$18M31K6.3%06
DVY
ISHARES TR
$15M99K5.1%07
AMZN
AMAZON COM INC
$8M38K2.7%08
IWS
ISHARES TR
$8M53K2.7%09
EFA
ISHARES TR
$7M71K2.4%10
IWP
ISHARES TR
$7M52K2.3%

Filing history

2026Q1Mar 31
$290M▼ 0.1%
174 positionsView →2025Q4Dec 31
$290M▲ 1.6%
169 positionsView →2025Q3Sep 30
$286M▲ 7.3%
167 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$171M▼ 4.8%
132 positionsLocked
Showing 12 of 26