What is Sowell Financial Services LLC's portfolio value?

As of Q3 2026, Sowell Financial Services LLC manages $1.7T across 1198 reported positions in their SEC 13F filing.

What are Sowell Financial Services LLC's top holdings?

Sowell Financial Services LLC's largest 13F positions include WLDR, RWLC, AGGH, representing approximately 14.0% of the reported portfolio.

How many stocks does Sowell Financial Services LLC hold?

Sowell Financial Services LLC holds 1198 reported positions as of their Q3 2026 13F filing.

When did Sowell Financial Services LLC last file a 13F?

The most recent 13F filing from Sowell Financial Services LLC reports positions as of Q3 2026. 13F filings are required within 45 days of each calendar quarter end.

Sowell Financial Services LLC

CIK: 1633697SEC EDGAR →

Portfolio Value

$1.7T

Holdings

1,198

As of

Q3 2026

New Positions

1,164

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	WLDR TWO RDS SHARED TR	2,417,917	$112.7B	6.82%
2	RWLC ADVISORS INNER CIRCLE FD III	1,854,134	$71.4B	4.32%
3	AGGH SIMPLIFY EXCHANGE TRADED FUN	2,470,142	$46.8B	2.83%
4	SPYM SPDR SERIES TRUST	500,009	$44.9B	2.71%
5	JAAA JANUS DETROIT STR TR	628,105	$31.7B	1.92%
6	USMV ISHARES TR	301,942	$29.4B	1.78%
7	AGG ISHARES TR	260,613	$24.6B	1.49%
8	BAC BANK AMERICA CORP	443,438	$24.1B	1.46%
9	DFUS DIMENSIONAL ETF TRUST	280,622	$23.3B	1.41%
10	AQLT ISHARES TR	238,489	$23.1B	1.40%

Quarterly Changes

Top Buys

WLDR↑ Increased

$72.6B

RWLC↑ Increased

$45.7B

SPYM↑ Increased

$28.9B

AGGH↑ Increased

$22.4B

USMV↑ Increased

$19.8B

Top Sells

OKECLOSED

$9.7B

CSCO↓ Decreased

$9.2B

JPST↓ Decreased

$7.5B

DFACCLOSED

$6.1B

BSCT↓ Decreased

$6.1B

New Positions (218)

GSST

$17.5B · 347K shares

FBCG

$11.1B · 176K shares

ONEOK INC NEW

$8.5B · 100K shares

$6.8B · 138K shares

$6.0B · 70K shares

$3.3B · 107K shares

$3.2B · 81K shares

$3.1B · 53K shares

$3.1B · 57K shares

$3.1B · 86K shares

$3.0B · 41K shares

$2.9B · 155K shares

$2.9B · 342K shares

$2.6B · 30K shares

$2.4B · 62K shares

$2.3B · 91K shares

CHURCHILL CAP CORP XI

$2.3B · 194K shares

PERSHING SQUARE USA LTD

$2.1B · 56K shares

$1.8B · 57K shares

$1.6B · 71K shares

$1.6B · 59K shares

$1.6B · 58K shares

$1.5B · 17K shares

$1.4B · 32K shares

$1.3B · 29K shares

ROUNDHILL ETF TRUST

$1.2B · 20K shares

DFA INVT DIMENSIONS GROUP IN

$1.2B · 51K shares

DJUN

$1.1B · 23K shares

GAB

$799.6M · 153K shares

WCMI

$799.5M · 42K shares

ZSEP

$795.0M · 29K shares

MERLIN INC

$745.8M · 397K shares

GAPR

$705.9M · 17K shares

BXSL

$670.4M · 28K shares

CARNIVAL CORP LTD

$655.2M · 27K shares

$642.5M · 11K shares

$624.1M · 16K shares

$591.5M · 11K shares

$580.1M · 8K shares

VANGUARD WELLESLEY INCOME FD

$567.0M · 8K shares

VANGUARD WELLESLEY INCOME FD

$551.5M · 7K shares

$547.8M · 10K shares

$546.4M · 12K shares

$526.3M · 9K shares

$514.4M · 6K shares

$500.2M · 12K shares

$496.5M · 18K shares

$495.2M · 6K shares

VANGUARD WELLESLEY INCOME FD

$494.2M · 7K shares

HIMU

$490.4M · 11K shares

FLJP

$487.5M · 12K shares

VANGUARD WELLESLEY INCOME FD

$486.8M · 7K shares

IALT

$476.0M · 16K shares

SAIH

$462.8M · 16K shares

BMNR

$446.2M · 17K shares

BLACKROCK ETF TRUST

$444.6M · 17K shares

$436.0M · 7K shares

$432.4M · 71K shares

$415.8M · 7K shares

$413.8M · 8K shares

$409.5M · 12K shares

$398.7M · 4K shares

$386.7M · 11K shares

$374.1M · 129K shares

EBND

$373.7M · 18K shares

IAUM

$348.5M · 8K shares

FIRST TR EXCHANGE-TRADED FD

$347.6M · 17K shares

$338.1M · 10K shares

$337.8M · 13K shares

$337.4M · 5K shares

$334.9M · 17K shares

$329.2M · 4K shares

$329.0M · 10K shares

$328.6M · 17K shares

$327.6M · 10K shares

$323.5M · 5K shares

ISHARES TR

$323.0M · 10K shares

$322.8M · 5K shares

$315.3M · 8K shares

$312.3M · 9K shares

$295.4M · 9K shares

$294.6M · 9K shares

$291.7M · 4K shares

$291.0M · 4K shares

TREKOR METALS LTD

$290.7M · 33K shares

$284.8M · 4K shares

$284.6M · 10K shares

$283.8M · 3K shares

$280.7M · 4K shares

$278.1M · 9K shares

$264.5M · 3K shares

$263.7M · 7K shares

$262.9M · 3K shares

$256.0M · 25K shares

$255.7M · 5K shares

$254.4M · 3K shares

$253.1M · 4K shares

$252.3M · 4K shares

$249.8M · 3K shares

BLACKSTONE DIGITAL INFRASTRU

$249.0M · 14K shares

CGGO

$248.1M · 6K shares

CLOX

$245.2M · 10K shares

FIRST TR EXCHANGE-TRADED FD

$240.7M · 12K shares

$239.4M · 9K shares

$238.0M · 5K shares

$235.5M · 7K shares

$235.2M · 3K shares

$231.5M · 3K shares

$228.0M · 5K shares

$226.9M · 5K shares

$226.1M · 7K shares

$225.9M · 5K shares

FIRST TR EXCHANGE-TRADED FD

$223.1M · 11K shares

ETG

$222.9M · 10K shares

SFD

$222.3M · 12K shares

NNOV

$220.8M · 7K shares

$220.6M · 3K shares

GATES INDL CORP LTD

$220.1M · 8K shares

$219.7M · 8K shares

$218.4M · 12K shares

$217.8M · 4K shares

$217.4M · 4K shares

$217.2M · 8K shares

$211.7M · 4K shares

$211.4M · 6K shares

$210.9M · 4K shares

$210.1M · 3K shares

$209.6M · 8K shares

$209.4M · 8K shares

$208.0M · 3K shares

$205.8M · 4K shares

$203.0M · 4K shares

$202.5M · 2K shares

$202.4M · 16K shares

FLS

$202.1M · 3K shares

IOT

$201.6M · 5K shares

DGRO

$200.4M · 3K shares

$191.0M · 17K shares

$171.3M · 11K shares

$170.4M · 11K shares

$165.0M · 14K shares

$156.8M · 12K shares

$156.6M · 21K shares

$145.7M · 12K shares

$145.6M · 33K shares

$135.7M · 16K shares

$127.3M · 13K shares

$120.6M · 35K shares

$114.9M · 10K shares

$93.0M · 10K shares

$61.6M · 38K shares

$57.7M · 13K shares

$56.7M · 13K shares

$49.8M · 36K shares

$44.3M · 12K shares

$33.9M · 11K shares

$31.0M · 10K shares

$25.8M · 300K shares

EXXONMOBIL HOLDINGS CORP

$16.9M · 104K shares

SRFM

$12.4M · 10K shares

ACTU

$8.6M · 11K shares

SPACE EXPLORATION TECHN CORP

$6.0M · 39K shares

$3.1M · 13K shares

$2.1M · 12K shares

$2.0M · 5K shares

$2.0M · 7K shares

$1.6M · 920 shares

HONEYWELL INTL INC

$1.5M · 7K shares

$622K · 3K shares

$614K · 3K shares

$567K · 5K shares

$522K · 5K shares

HONEYWELL AEROSPACE INC

$475K · 3K shares

$475K · 3K shares

$462K · 4K shares

$414K · 3K shares

$376K · 2K shares

$375K · 2K shares

$373K · 960 shares

$367K · 3K shares

$363K · 1K shares

$336K · 1K shares

$326K · 2K shares

$318K · 833 shares

$303K · 3K shares

$296K · 2K shares

$293K · 1K shares

$291K · 3K shares

$289K · 3K shares

$287K · 3K shares

$260K · 902 shares

$253K · 2K shares

$241K · 2K shares

$239K · 2K shares

$237K · 681 shares

$235K · 797 shares

FEDEX FGHT HLDG CO INC

$235K · 2K shares

$232K · 2K shares

$232K · 780 shares

$226K · 689 shares

$224K · 652 shares

$224K · 859 shares

$220K · 1K shares

$218K · 389 shares

$217K · 883 shares

$217K · 1K shares

$217K · 2K shares

$211K · 593 shares

$208K · 680 shares

$207K · 470 shares

$206K · 2K shares

$206K · 1K shares

$206K · 570 shares

$205K · 763 shares

$202K · 2K shares

ASCENDIS PHARMA A/S

$202K · 885 shares

MGC

$202K · 714 shares

NTES

$201K · 2K shares

Closed Positions (143)

$9.7B · 107K shares

$6.1B · 157K shares

$2.9B · 95K shares

$2.8B · 93K shares

$2.7B · 49K shares

$2.3B · 33K shares

$2.0B · 24K shares

$1.7B · 69K shares

$1.6B · 27K shares

$1.2B · 213K shares

$1.1B · 48K shares

$1.0B · 11K shares

$950.8M · 21K shares

$842.0M · 37K shares

$816.3M · 8K shares

$794.0M · 31K shares

$726.3M · 17K shares

$641.1M · 18K shares

$623.2M · 9K shares

$598.0M · 9K shares

$594.5M · 15K shares

$565.9M · 8K shares

$555.7M · 6K shares

$510.9M · 6K shares

$506.3M · 20K shares

$467.2M · 5K shares

$431.1M · 32K shares

$425.2M · 7K shares

$393.3M · 9K shares

$392.9M · 43K shares

$382.4M · 4K shares

$343.8M · 21K shares

$337.4M · 5K shares

$318.8M · 4K shares

$295.0M · 6K shares

ORACLE CORP

$292.6M · 7K shares

$288.6M · 5K shares

$287.8M · 8K shares

$284.5M · 3K shares

$283.9M · 6K shares

$271.3M · 7K shares

$270.6M · 4K shares

$261.9M · 5K shares

$260.2M · 8K shares

$260.0M · 3K shares

$259.3M · 12K shares

$258.0M · 8K shares

$254.1M · 4K shares

$249.7M · 6K shares

$249.3M · 8K shares

$247.3M · 7K shares

$234.8M · 3K shares

$232.1M · 7K shares

$225.9M · 3K shares

$224.4M · 9K shares

$222.3M · 6K shares

$222.1M · 3K shares

$220.5M · 3K shares

$218.1M · 5K shares

$217.5M · 4K shares

$217.0M · 3K shares

$217.0M · 6K shares

$211.4M · 33K shares

$211.2M · 9K shares

$210.9M · 5K shares

$210.7M · 6K shares

$209.2M · 8K shares

$209.0M · 3K shares

$208.8M · 3K shares

$208.5M · 3K shares

$208.2M · 2K shares

$204.9M · 9K shares

$203.9M · 5K shares

$202.0M · 3K shares

MUR

$201.4M · 5K shares

BVN

$200.7M · 6K shares

NFG

$200.7M · 2K shares

$194.8M · 14K shares

XPCQX

$180.9M · 21K shares

$168.9M · 11K shares

$168.7M · 12K shares

$165.0M · 11K shares

$147.2M · 15K shares

$140.7M · 17K shares

$140.6M · 17K shares

$133.3M · 14K shares

$128.9M · 10K shares

$126.7M · 11K shares

$118.7M · 11K shares

$112.5M · 11K shares

$110.6M · 16K shares

$99.3M · 38K shares

$96.9M · 15K shares

$95.7M · 14K shares

$94.9M · 12K shares

$89.5M · 20K shares

$89.1M · 11K shares

$85.2M · 10K shares

$84.8M · 12K shares

$61.1M · 17K shares

$56.3M · 14K shares

$52.7M · 12K shares

$33.2M · 12K shares

$22.4M · 10K shares

$19.7M · 20K shares

$18.2M · 107K shares

$2.4M · 11K shares

$1.7M · 6K shares

$1.7M · 4K shares

$1.6M · 15K shares

$1.5M · 13K shares

$1.4M · 7K shares

$1.0M · 9K shares

$1.0M · 7K shares

$707K · 2K shares

$584K · 2K shares

$526K · 4K shares

$388K · 3K shares

$368K · 3K shares

$355K · 3K shares

$275K · 3K shares

$274K · 2K shares

$251K · 2K shares

$250K · 754 shares

$245K · 2K shares

$233K · 877 shares

$232K · 1K shares

$232K · 2K shares

$230K · 641 shares

$229K · 422 shares

$227K · 2K shares

$227K · 2K shares

$227K · 790 shares

$224K · 472 shares

$224K · 1K shares

$223K · 2K shares

$221K · 2K shares

$217K · 2K shares

$216K · 998 shares

$212K · 1K shares

$211K · 198 shares

$208K · 212 shares

$207K · 2K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	589	$1.3T	78.6%
Unknown	88	$88.3B	5.3%
Technology	133	$51.8B	3.1%
Consumer Defensive	30	$42.7B	2.6%
Healthcare	69	$36.2B	2.2%
Consumer Cyclical	58	$30.7B	1.9%
Energy	37	$23.9B	1.4%
Real Estate	24	$21.6B	1.3%
Industrials	79	$16.3B	1.0%
Utilities	30	$15.4B	0.9%
Basic Materials	44	$15.2B	0.9%
Communication Services	17	$12.7B	0.8%