Powell Investment Advisors
Powell Investment Advisors reported 171 stocks worth $313M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVW (12.6%), IVE (11.4%) and IWN (7.7%). Compared with Q2 2026, the fund opened new positions in XOM and MSTR, added to QQQ, DVY and AMZN, trimmed IVW, IVE and IWN and sold out of BN, EW and RXRX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $39.4M | 12.6% | 277K | −2,179 (−1%) | 8 of 8 | |
| 2 |  IVE Ishares TR | $35.5M | 11.4% | 156K | −3,124 (−2%) | 8 of 8 | |
| 3 |  IWN Ishares TR | $24.1M | 7.7% | 115K | −142 (−0%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $23.8M | 7.6% | 32K | +157 (+0%) | 8 of 8 | |
| 5 |  IWO Ishares TR | $21.6M | 6.9% | 61K | No change | 8 of 8 | |
| 6 |  DVY Ishares Select Dividend | $15.1M | 4.8% | 100K | +275 (+0%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $9.5M | 3.0% | 38K | +360 (+1%) | 7 of 8 | |
| 8 |  IWS Ishares TR | $8.6M | 2.7% | 53K | No change | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $7.9M | 2.5% | 35K | No change | 8 of 8 | |
| 10 |  EFA Ishares TR | $7.2M | 2.3% | 70K | −1,309 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Powell Investment Advisors 13F FAQ
What does Powell Investment Advisors own?
Powell Investment Advisors reported 171 stocks worth $313M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVW (12.6%), IVE (11.4%) and IWN (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Powell Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 38 added to, 16 trimmed and 4 sold out. New positions include XOM and MSTR. It sold all of BN, EW and RXRX.
When will Powell Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Powell Investment Advisors's portfolio worth?
The Q3 2026 filing reports $313M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.