Sowell Financial Services LLC

Est. AUM

$2.67B

13F long equity, this entity only

Positions

1,105

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$108.2M	426381	4.05%	SOLE
2	NVIDIA CORPORATION	COM	$70.1M	402159	2.63%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$69.7M	120693	2.61%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$57.5M	88477	2.15%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$57.1M	87465	2.14%	SOLE
6	MICROSOFT CORP	COM	$55.4M	149571	2.07%	SOLE
7	AMAZON COM INC	COM	$46.1M	221447	1.73%	SOLE
8	TWO RDS SHARED TR	AFFINITY WORLD	$40.1M	1079602	1.50%	SOLE
9	JANUS DETROIT STR TR	HENDRSON AAA CL	$36.3M	719766	1.36%	SOLE
10	ISHARES TR	MSCI USA QLT FCT	$33.7M	175920	1.26%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$28.6M	59758	1.07%	SOLE
12	ALPHABET INC	CAP STK CL A	$28.2M	98133	1.06%	SOLE
13	ADVISORS INNER CIRCLE FD III	RAYLIANT WILSHIR	$25.7M	808072	0.96%	SOLE
14	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$24.4M	1198667	0.91%	SOLE
15	ISHARES TR	CORE US AGGBD ET	$24.0M	241793	0.90%	SOLE
16	ISHARES TR	CORE MSCI EAFE	$22.1M	243601	0.83%	SOLE
17	ALPHABET INC	CAP STK CL C	$21.7M	75566	0.81%	SOLE
18	JPMORGAN CHASE & CO	COM	$20.0M	67826	0.75%	SOLE
19	META PLATFORMS INC	CL A	$19.2M	33519	0.72%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$18.8M	18872	0.70%	SOLE
21	EXXON MOBIL CORP	COM	$18.2M	107213	0.68%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.2M	358743	0.68%	SOLE
23	WALMART INC	COM	$17.4M	139802	0.65%	SOLE
24	VANECK ETF TRUST	SEMICONDUCTR ETF	$17.3M	45037	0.65%	SOLE
25	MASTERCARD INCORPORATED	CL A	$16.8M	33585	0.63%	SOLE
26	BROADCOM INC	COM	$16.4M	52985	0.61%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.2M	27061	0.61%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$16.0M	208861	0.60%	SOLE
29	VANGUARD INDEX FDS	VALUE ETF	$15.8M	80306	0.59%	SOLE
30	CHEVRON CORPORATION	COM	$15.4M	74297	0.58%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$15.2M	34761	0.57%	SOLE
32	JOHNSON & JOHNSON	COM	$14.7M	60020	0.55%	SOLE
33	ISHARES GOLD TR	ISHARES NEW	$13.6M	154152	0.51%	SOLE
34	TESLA INC	COM	$13.3M	35906	0.50%	SOLE
35	ISHARES TR	0-3 MNTH TREASRY	$13.3M	132415	0.50%	SOLE
36	CATERPILLAR INC	COM	$13.3M	18780	0.50%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$12.8M	123551	0.48%	SOLE
38	VISA INC	COM CL A	$12.5M	41467	0.47%	SOLE
39	BANK AMERICA CORP	COM	$11.6M	238397	0.44%	SOLE
40	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$11.3M	394534	0.42%	SOLE
41	PALANTIR TECHNOLOGIES INC	CL A	$11.2M	76683	0.42%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$11.1M	83582	0.42%	SOLE
43	GOLDMAN SACHS ETF TR	ACCESS US AGRAT	$11.1M	267637	0.41%	SOLE
44	COCA COLA CO	COM	$11.0M	144827	0.41%	SOLE
45	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$10.3M	43452	0.39%	SOLE
46	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$10.3M	227626	0.38%	SOLE
47	ISHARES SILVER TR	ISHARES	$10.1M	147956	0.38%	SOLE
48	ISHARES TR	RUS 1000 GRW ETF	$9.9M	23314	0.37%	SOLE
49	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$9.9M	139563	0.37%	SOLE
50	ABBVIE INC	COM	$9.7M	44813	0.36%	SOLE

1–50 of 1,105

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.