Sowell Financial Services LLC
All 13F Filings
- Location
- North Little Rock, AR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,704,031
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 1.523 M | 56.4% | 0 | 680.9 K | -680.9 K |
| ETFs | 1.13 M | 41.8% | 641.8 K | 0 | 641.8 K |
| Debt | 48.61 K | 1.8% | 24.61 K | 0 | 24.61 K |
| Other | 0 | 0.0% | 0 | 4.754 K | -4.754 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
2,704,031
Holdings
1123
QoQ value change ($000)
-18,291
(-0.7%)
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.