13F Insight
DOSSIER · 13F-HR · Q3 2026

Sowell Financial Services LLC

$3.6B in tracked AUM across 1,198 positions as of Q3 2026.

SF
CIK 0001633697 · last filed Sep 30, 2026
Total AUM
$3.6B
as of Q3 2026
Holdings
1,198
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Sowell Financial Services LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$128M383K3.5%02
WLDR
TWO RDS SHARED TR
$113M2.4M3.1%03
NVDA
NVIDIA CORPORATION
$95M416K2.6%04
QQQ
INVESCO QQQ TR
$91M123K2.5%05
MSFT
MICROSOFT CORP
$78M152K2.2%06
RWLC
ADVISORS INNER CIRCLE FD III
$71M1.9M2.0%07
SPY
STATE STR SPDR S&P 500 ETF T
$64M83K1.8%08
IVV
ISHARES TR
$62M81K1.7%09
AMZN
AMAZON COM INC
$56M226K1.6%10
AGGH
SIMPLIFY EXCHANGE TRADED FUN
$47M2.5M1.3%

Filing history

2026Q3Sep 30
$3.6B▲ 17.9%
1,198 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 34