Sowell Financial Services LLC

Q2 2026 13F-HR Holdings

Location
North Little Rock, AR
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
1,162
Total value ($000)
$3,060,190
Net value change ($000)
+356,159 (13.2%)
New positions
121
Sold out positions
82
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 20,161 28.9%
SMH 16,318 94.5%
WLDR 15,169 37.8%
AAPL 13,527 12.5%
NVDA 12,528 17.9%
MU 11,569 219.6%
AMD 8,364 177.5%
RWLC 8,358 32.5%
GOOGL 7,504 26.6%
VTV 7,160 45.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -18,190 -100.0%
IAU -6,805 -50.1%
BSCT -6,109 -90.5%
SLV -5,925 -58.8%
NLR -4,883 -73.6%
JAAA -4,809 -13.3%
VUG -4,525 -29.8%
FTGC -3,437 -90.0%
CVX -3,235 -21.0%
XIJN -2,928 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type