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

Sowell Financial Services LLC

$3.1B in tracked AUM across 1,162 positions as of Q2 2026.

SF
CIK 0001633697 · last filed Jun 30, 2026
Total AUM
$3.1B
as of Q2 2026
Holdings
1,162
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sowell Financial Services 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
AAPL
APPLE INC
$122M421K4.0%02
QQQ
INVESCO QQQ TR
$90M122K2.9%03
NVDA
NVIDIA CORPORATION
$83M413K2.7%04
SPY
STATE STR SPDR S&P 500 ETF T
$65M86K2.1%05
IVV
ISHARES TR
$60M80K1.9%06
MSFT
MICROSOFT CORP
$57M152K1.9%07
WLDR
TWO RDS SHARED TR
$55M1.2M1.8%08
AMZN
AMAZON COM INC
$53M223K1.7%09
QUAL
ISHARES TR
$39M178K1.3%10
GOOGL
ALPHABET INC
$36M100K1.2%

Filing history

2026Q2Jun 30
$3.1B▲ 13.2%
1,162 positionsView →2026Q1Mar 31
$2.7B▼ 0.7%
1,123 positionsView →2025Q4Dec 31
$2.7B▲ 4.5%
1,106 positionsView →2025Q3Sep 30
$2.6B▲ 6.1%
1,068 positionsView →2025Q2Jun 30
$2.5B▲ 129.6%
1,040 positionsLocked2025Q1Mar 31
$1.1B▼ 43.8%
534 positionsLocked2024Q4Dec 31
$1.9B▼ 11.7%
505 positionsLocked2024Q3Sep 30
$2.2B▲ 2.8%
530 positionsLocked2024Q2Jun 30
$2.1B▼ 1.2%
521 positionsLocked2024Q1Mar 31
$2.1B▲ 14.8%
544 positionsLocked2023Q4Dec 31
$1.8B▲ 15.8%
526 positionsLocked2023Q3Sep 30
$1.6B▼ 11.2%
506 positionsLocked
Showing 12 of 33