Sowell Financial Services LLC

All 13F Filings

Location
North Little Rock, AR
Most recent 13F
Q2 2026
Holdings value ($000)
3,060,190
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/17/2026 1,162 3,060,190 13F-HR Sowell Financial Services LLC
Q1 2026 4/20/2026 1,123 2,704,031 13F-HR Sowell Financial Services LLC
Q4 2025 1/21/2026 1,106 2,722,322 13F-HR Sowell Financial Services LLC
Q3 2025 10/17/2025 1,068 2,606,061 13F-HR Sowell Financial Services LLC
Q2 2025 7/14/2025 1,040 2,455,389 13F-HR Sowell Financial Services LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.696 M 55.6% 173.2 K 0 173.2 K
ETFs 1.306 M 42.8% 175.9 K 0 175.9 K
Debt 49.93 K 1.6% 1.325 K 0 1.325 K
Other 540 0.0% 540 0 540
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Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
3,060,190
Holdings
1162
QoQ value change ($000)
356,159 (13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.