Powell Investment Advisors, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 316,770
- 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 | 7/28/2026 | 167 | 316,770 | 13F-HR | Powell Investment Advisors, LLC |
| Q1 2026 | 4/23/2026 | 174 | 290,102 | 13F-HR | Powell Investment Advisors, LLC |
| Q4 2025 | 2/9/2026 | 169 | 290,473 | 13F-HR | Powell Investment Advisors, LLC |
| Q3 2025 | 11/13/2025 | 167 | 286,036 | 13F-HR | Powell Investment Advisors, LLC |
| Q2 2025 | 7/22/2025 | 167 | 266,581 | 13F-HR | Powell Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.92 K | 26.8% | 1.749 K | 0 | 1.749 K |
| ETFs | 231.9 K | 73.2% | 25.15 K | 0 | 25.15 K |
| Debt | 0 | 0.0% | 0 | 221 | -221 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
316,770
Holdings
167
QoQ value change ($000)
26,668
(9.2%)
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.