Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Powell Investment Advisors, LLC (CIK 1802195) reported $290.1M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($33.4M, 11.50%), IVW ($32.8M, 11.31%), IWN ($21.9M, 7.54%), IWO ($19.2M, 6.62%), QQQ ($18.2M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $33.4M | 11.50% | 157,994 | Added |
| 2 | IVW | ISHARES TR | $32.8M | 11.31% | 290,090 | Added |
| 3 | IWN | ISHARES TR | $21.9M | 7.54% | 115,437 | Added |
| 4 | IWO | ISHARES TR | $19.2M | 6.62% | 61,157 | Added |
| 5 | QQQ | INVESCO QQQ TR | $18.2M | 6.26% | 31,469 | Trimmed |
| 6 | DVY | ISHARES TR | $14.9M | 5.14% | 98,520 | Added |
| 7 | AMZN | AMAZON COM INC | $7.9M | 2.74% | 38,112 | Trimmed |
| 8 | IWS | ISHARES TR | $7.7M | 2.65% | 52,760 | Added |
| 9 | EFA | ISHARES TR | $6.9M | 2.38% | 70,949 | Trimmed |
| 10 | IWP | ISHARES TR | $6.7M | 2.31% | 52,210 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $6.3M | 2.16% | 35,921 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $5.6M | 1.92% | 6,574 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 1.79% | 7,945 | Added |
| 14 | TSLA | TESLA INC | $5.0M | 1.72% | 13,405 | Added |
| 15 | AAPL | APPLE INC | $3.6M | 1.26% | 14,349 | Added |
| 16 | IOO | ISHARES TR | $3.6M | 1.23% | 29,609 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $2.9M | 1.00% | 9,853 | Hold |
| 18 | CWB | SPDR SERIES TRUST | $2.8M | 0.95% | 30,227 | Trimmed |
| 19 | FBND | FIDELITY MERRIMACK STR TR | $2.6M | 0.91% | 57,371 | Trimmed |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.90% | 48,407 | Added |
| 21 | MSFT | MICROSOFT CORP | $2.2M | 0.77% | 6,034 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.75% | 4,547 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $2.1M | 0.72% | 4,794 | Added |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | $2.0M | 0.70% | 52,880 | Added |
| 25 | IWM | ISHARES TR | $1.8M | 0.63% | 7,361 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31