Sowell Financial Services LLC Top Holdings and 13F Report (2026)

About Sowell Financial Services LLC

Investment Activity

Sowell Financial Services LLC has $3.06 billion in total holdings as of June 30, 2026.
Sowell Financial Services LLC owns shares of 1,162 different stocks, but just 261 companies or ETFs make up 80% of its holdings.
Approximately 7.82% of the portfolio was purchased this quarter.
About 5.08% of the portfolio was sold this quarter.
This quarter, Sowell Financial Services LLC has purchased 1,123 new stocks and bought additional shares in 515 stocks.
Sowell Financial Services LLC sold shares of 480 stocks and completely divested from 83 stocks this quarter.

Largest Holdings

Apple: $121,737,736
Invesco QQQ: $89,821,587
NVIDIA: $82,665,203
SPDR S&P 500 ETF Trust: $64,549,080
iShares Core S&P 500 ETF: $59,554,293

Largest New Holdings this Quarter

46431W606 - iShares Interest Rate Hedged High Yield Bond ETF: $4,739,646 Holding
82889N699 - Simplify Managed Futures Strategy ETF: $3,014,823 Holding
46090F308 - Invesco Agriculture Commodity Strategy No K-1 ETF: $2,992,614 Holding
04010E109 - Argan: $2,309,462 Holding
92206C649 - Vanguard Russell 2000 Value ETF: $2,279,944 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 84,176 shares (about $10.45M)
Vanguard Growth ETF: 88,973 shares (about $7.66M)
Vanguard Mid-Cap ETF: 94,644 shares (about $7.63M)
KLA: 20,499 shares (about $6.18M)
Goldman Sachs Access U.S. Aggregate Bond ETF: 131,850 shares (about $5.43M)

Largest Sales this Quarter

Invesco BulletShares 2029 Corporate Bond ETF: 327,209 shares (about $6.08M)
iShares Core S&P 500 ETF: 7,942 shares (about $5.95M)
Janus Henderson AAA CLO ETF: 96,944 shares (about $4.89M)
iShares Gold Trust: 64,301 shares (about $4.86M)
VanEck Uranium and Nuclear ETF: 34,710 shares (about $4.03M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$121,737,736	$1,639,802 ▼	-1.3%	420,714	4.0%	Technology
QQQ Invesco QQQ	$89,821,587	$943,328 ▲	1.1%	121,974	2.9%	ETF
NVDA NVIDIA	$82,665,203	$2,197,189 ▲	2.7%	413,140	2.7%	Technology
SPY SPDR S&P 500 ETF Trust	$64,549,080	$1,522,659 ▼	-2.3%	86,438	2.1%	ETF
IVV iShares Core S&P 500 ETF	$59,554,293	$5,947,716 ▼	-9.1%	79,523	1.9%	ETF
MSFT Microsoft	$56,664,979	$872,119 ▲	1.6%	151,909	1.9%	Technology
WLDR Affinity World Leaders Equity ETF	$55,319,326	$5,147,610 ▲	10.3%	1,190,369	1.8%	ETF
AMZN Amazon.com	$53,107,488	$327,718 ▲	0.6%	222,822	1.7%	Consumer Discretionary
QUAL iShares MSCI USA Quality Factor ETF	$38,997,686	$395,632 ▲	1.0%	177,723	1.3%	ETF
GOOGL Alphabet	$35,722,665	$652,914 ▲	1.9%	99,960	1.2%	Communication Services
RAYD Rayliant Quantitative Developed Market Equity ETF	$34,106,817	$3,816,236 ▲	12.6%	909,879	1.1%	ETF
SMH VanEck Semiconductor ETF	$33,585,414	$4,046,175 ▲	13.7%	51,206	1.1%	ETF
JAAA Janus Henderson AAA CLO ETF	$31,446,271	$4,894,701 ▼	-13.5%	622,822	1.0%	ETF
BRK.B Berkshire Hathaway	$30,610,187	$708,048 ▲	2.4%	61,173	1.0%	Finance
GOOG Alphabet	$26,363,485	$336,372 ▼	-1.3%	74,614	0.9%	Communication Services
AGGH Simplify Aggregate Bond ETF	$24,602,472	$425,365 ▲	1.8%	1,219,756	0.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$24,522,095	$589,426 ▲	2.5%	247,748	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$23,780,250	$253,233 ▲	1.1%	246,223	0.8%	ETF
JPM JPMorgan Chase & Co.	$23,076,197	$874,629 ▲	3.9%	70,498	0.8%	Finance
VTV Vanguard Value ETF	$22,915,510	$5,414,460 ▲	30.9%	105,151	0.7%	ETF
META Meta Platforms	$20,906,980	$2,026,145 ▲	10.7%	37,116	0.7%	Communication Services
VOO Vanguard S&P 500 ETF	$20,116,547	$1,530,891 ▲	8.2%	29,290	0.7%	ETF
AVGO Broadcom	$19,423,185	$591,935 ▼	-3.0%	51,418	0.6%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$19,064,951	$710,246 ▲	3.9%	216,943	0.6%	ETF
CAT Caterpillar	$18,673,664	$1,324,706 ▼	-6.6%	17,536	0.6%	Industrials
JPST JPMorgan Ultra-Short Income ETF	$17,856,499	$285,113 ▼	-1.6%	353,105	0.6%	ETF
COST Costco Wholesale	$17,666,472	$12,161 ▲	0.1%	18,885	0.6%	Consumer Staples
PGHY Invesco Global ex-US High Yield Corporate Bond ETF	$17,568,339	$168,632 ▲	1.0%	891,794	0.6%	ETF
MU Micron Technology	$16,837,086	$1,162,333 ▼	-6.5%	14,587	0.6%	Technology
MA Mastercard	$16,728,846	$520,273 ▼	-3.0%	32,572	0.5%	Finance
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF	$16,442,975	$5,426,976 ▲	49.3%	399,487	0.5%	ETF
XLK Technology Select Sector SPDR Fund	$15,834,166	$89,926 ▼	-0.6%	83,110	0.5%	ETF
WALMART INC	$15,210,306	$623,725 ▼	-3.9%	134,295	0.5%	COM
V Visa	$14,677,963	$451,160 ▲	3.2%	42,782	0.5%	Finance
JNJ Johnson & Johnson	$14,536,771	$706,546 ▼	-4.6%	57,238	0.5%	Healthcare
XMHQ Invesco S&P MidCap Quality ETF	$14,197,501	$251,045 ▲	1.8%	125,775	0.5%	ETF
ISHARES TR	$14,001,267	$671,065 ▲	5.0%	139,081	0.5%	0-3 MNTH TREASRY
CSCO Cisco Systems	$13,924,003	$51,095 ▼	-0.4%	118,543	0.5%	Technology
TSLA Tesla	$13,772,824	$1,329,082 ▼	-8.8%	32,746	0.5%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$13,346,977	$10,452,090 ▲	361.1%	107,490	0.4%	ETF
QQQM Invesco NASDAQ 100 ETF	$13,250,124	$85,438 ▲	0.6%	43,734	0.4%	ETF
AMD Advanced Micro Devices	$13,077,392	$381,656 ▼	-2.8%	22,512	0.4%	Technology
BAC Bank of America	$12,925,891	$657,947 ▼	-4.8%	226,850	0.4%	Finance
INCM Franklin Income Focus ETF	$12,282,047	$897,766 ▲	7.9%	425,647	0.4%	ETF
CVX Chevron	$12,137,248	$178,192 ▼	-1.4%	73,222	0.4%	Energy
DFAU Dimensional US Core Equity Market ETF	$12,041,776	$275,767 ▲	2.3%	232,961	0.4%	ETF
KO CocaCola	$11,663,076	$107,033 ▼	-0.9%	143,510	0.4%	Consumer Staples
DFUS Dimensional U.S. Equity ETF	$11,423,431	$12,373 ▼	-0.1%	139,412	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$11,364,232	$40,260 ▼	-0.4%	137,183	0.4%	ETF
ABBV AbbVie	$11,151,803	$125,066 ▼	-1.1%	44,316	0.4%	Healthcare
IBM International Business Machines	$10,988,479	$460,900 ▲	4.4%	39,076	0.4%	Technology
XLF Financial Select Sector SPDR Fund	$10,743,127	$5,107,427 ▲	90.6%	200,394	0.4%	ETF
VUG Vanguard Growth ETF	$10,658,414	$7,664,111 ▲	256.0%	123,734	0.3%	ETF
DELL Dell Technologies	$10,449,405	$208,824 ▼	-2.0%	24,219	0.3%	Technology
IWM iShares Russell 2000 ETF	$10,286,697	$327,487 ▲	3.3%	34,238	0.3%	ETF
VO Vanguard Mid-Cap ETF	$10,028,685	$7,625,449 ▲	317.3%	124,472	0.3%	ETF
SOXX iShares Semiconductor ETF	$9,913,158	$125,588 ▲	1.3%	15,471	0.3%	ETF
COLUMBIA ETF TR I	$9,888,874	$163,035 ▲	1.7%	192,761	0.3%	US EQUITY INCOME
VTI Vanguard Total Stock Market ETF	$9,789,296	$1,019,819 ▲	11.6%	26,455	0.3%	ETF
GSUS Goldman Sachs MarketBeta U.S. Equity ETF	$9,665,093	$4,719,807 ▲	95.4%	93,745	0.3%	ETF
MRK Merck & Co., Inc.	$9,639,481	$59,881 ▲	0.6%	75,015	0.3%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$9,619,591	$35,340 ▲	0.4%	20,143	0.3%	Technology
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$9,584,271	$889,937 ▲	10.2%	67,547	0.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$9,526,293	$463,008 ▼	-4.6%	98,759	0.3%	ETF
IWD iShares Russell 1000 Value ETF	$9,434,167	$1,532,158 ▲	19.4%	38,915	0.3%	ETF
OKE ONEOK	$9,374,901	$59,554 ▲	0.6%	107,832	0.3%	Energy
FLDR Fidelity Low Duration Bond Factor ETF	$9,290,948	$1,846,454 ▲	24.8%	185,411	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$9,179,714	$2,212,778 ▲	31.8%	71,823	0.3%	ETF
LLY Eli Lilly and Company	$9,140,409	$869,544 ▲	10.5%	7,621	0.3%	Healthcare
PALANTIR TECHNOLOGIES INC	$9,041,768	$95,202 ▲	1.1%	77,499	0.3%	CL A
SBUX Starbucks	$8,833,944	$143,782 ▼	-1.6%	86,446	0.3%	Consumer Discretionary
UBER Uber Technologies	$8,714,798	$721,386 ▲	9.0%	120,770	0.3%	Industrials
MS Morgan Stanley	$8,553,192	$94,067 ▲	1.1%	40,917	0.3%	Finance
LAM RESEARCH CORP	$8,538,843	$36,833 ▼	-0.4%	19,705	0.3%	COM NEW
WFC Wells Fargo & Company	$8,535,941	$4,628 ▲	0.1%	103,291	0.3%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$8,503,344	$302,460 ▼	-3.4%	16,278	0.3%	ETF
UPS United Parcel Service	$8,493,031	$144,265 ▲	1.7%	79,005	0.3%	Industrials
APH Amphenol	$7,979,848	$219,870 ▼	-2.7%	45,258	0.3%	Technology
PM Philip Morris International	$7,823,616	$187,241 ▼	-2.3%	43,246	0.3%	Consumer Staples
IWS iShares Russell Mid-Cap Value ETF	$7,793,753	$521,120 ▼	-6.3%	47,350	0.3%	ETF
BTZ BlackRock Credit Allocation Income Trust	$7,782,200	$502,487 ▲	6.9%	761,468	0.3%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$7,660,697	$457,304 ▲	6.3%	92,688	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,602,181	$192,137 ▼	-2.5%	32,128	0.2%	ETF
GOLDMAN SACHS ETF TR	$7,576,120	$3,442,953 ▲	83.3%	111,005	0.2%	MARKETBETA RUSS
EFA iShares MSCI EAFE ETF	$7,555,374	$563,132 ▲	8.1%	72,732	0.2%	ETF
BND Vanguard Total Bond Market ETF	$7,547,349	$6,901 ▲	0.1%	102,811	0.2%	ETF
HOWARD HUGHES HOLDINGS INC	$7,496,227	$236,846 ▲	3.3%	104,857	0.2%	COM
IJR iShares Core S&P Small-Cap ETF	$7,381,389	$301,663 ▼	-3.9%	49,770	0.2%	ETF
GSID Goldman Sachs MarketBeta International Equity ETF	$7,277,596	$3,104,478 ▲	74.4%	96,854	0.2%	ETF
ET Energy Transfer	$7,234,794	$69,711 ▲	1.0%	378,389	0.2%	Energy
VZ Verizon Communications	$7,222,027	$151,027 ▲	2.1%	170,572	0.2%	Communication Services
IJS iShares S&P Small-Cap 600 Value ETF	$7,173,885	$562,299 ▼	-7.3%	52,487	0.2%	ETF
MO Altria Group	$7,037,625	$17,700 ▼	-0.3%	97,813	0.2%	Consumer Staples
BA Boeing	$7,023,789	$149,797 ▲	2.2%	32,447	0.2%	Industrials
KLAC KLA	$7,016,966	$6,184,838 ▲	743.3%	23,257	0.2%	Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$6,982,228	$148,953 ▲	2.2%	39,094	0.2%	ETF
AMAT Applied Materials	$6,903,579	$1,724,991 ▼	-20.0%	9,549	0.2%	Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$6,814,901	$160,184 ▼	-2.3%	153,627	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$6,794,721	$337,639 ▲	5.2%	49,405	0.2%	ETF
IAU iShares Gold Trust	$6,784,647	$4,855,367 ▼	-41.7%	89,851	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Sowell Financial Services LLC Top Holdings and 13F Report (2026)

About Sowell Financial Services LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Sowell Financial Services LLC Top Holdings and 13F Report (2026)

About Sowell Financial Services LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSowell Financial Services LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools