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.
Sowell Financial Services LLC (CIK 1633697) reported $3.06B across 1,162 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($121.7M, 3.98%), QQQ ($89.8M, 2.94%), NVDA ($82.7M, 2.70%), SPY ($64.5M, 2.11%), IVV ($59.6M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $121.7M | 3.98% | 420,714 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $89.8M | 2.94% | 121,974 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $82.7M | 2.70% | 413,140 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $64.5M | 2.11% | 86,438 | Trimmed |
| 5 | IVV | ISHARES TR | $59.6M | 1.95% | 79,523 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $56.7M | 1.85% | 151,909 | Added |
| 7 | WLDR | TWO RDS SHARED TR | $55.3M | 1.81% | 1.2M | Added |
| 8 | AMZN | AMAZON COM INC | $53.1M | 1.74% | 222,822 | Added |
| 9 | QUAL | ISHARES TR | $39.0M | 1.27% | 177,723 | Added |
| 10 | GOOGL | ALPHABET INC | $35.7M | 1.17% | 99,960 | Added |
| 11 | RAYD | ADVISORS INNER CIRCLE FD III | $34.1M | 1.11% | 909,879 | Added |
| 12 | SMH | VANECK ETF TRUST | $33.6M | 1.10% | 51,206 | Added |
| 13 | JAAA | JANUS DETROIT STR TR | $31.4M | 1.03% | 622,822 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.6M | 1.00% | 61,173 | Added |
| 15 | GOOG | ALPHABET INC | $26.4M | 0.86% | 74,614 | Trimmed |
| 16 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $24.6M | 0.80% | 1.2M | Added |
| 17 | AGG | ISHARES TR | $24.5M | 0.80% | 247,748 | Added |
| 18 | IEFA | ISHARES TR | $23.8M | 0.78% | 246,223 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $22.9M | 0.75% | 105,151 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $23.1M | 0.75% | 70,498 | Added |
| 21 | META | META PLATFORMS INC | $20.9M | 0.68% | 37,116 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $20.1M | 0.66% | 29,290 | Added |
| 23 | AVGO | BROADCOM INC | $19.4M | 0.63% | 51,418 | Trimmed |
| 24 | SPLG | SPDR SERIES TRUST | $19.1M | 0.62% | 216,943 | Added |
| 25 | CAT | CATERPILLAR INC | $18.7M | 0.61% | 17,536 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30