Sowell Financial Services LLC

All 13F Filings

Location
North Little Rock, AR
Most recent 13F
Q1 2026
Holdings value ($000)
2,704,031
Description
Website
Founded
Chairman
CEO
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.