Sowell Financial Services
Sowell Financial Services reported 1,156 stocks worth $3.1B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.1%), NVDA (3.0%) and QQQ (2.9%). Compared with Q2 2026, the fund opened new positions in XOM and OKE, added to NVDA, QQQ and MSFT, trimmed AAPL, SPY and GOOGL and sold out of OKE, PDBA and BELFB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $128M | 4.1% | 383K | −37K (−9%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $94.9M | 3.0% | 416K | +2,458 (+1%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $91.3M | 2.9% | 123K | +1,462 (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $78M | 2.5% | 152K | +172 (+0%) | 8 of 8 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $63.6M | 2.0% | 83K | −3,093 (−4%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $61.9M | 2.0% | 81K | +1,291 (+2%) | 8 of 8 | |
| 7 |  WLDR Two Rds Shared TR | $56.4M | 1.8% | 1.2M | +19K (+2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $56.3M | 1.8% | 226K | +3,226 (+1%) | 8 of 8 | |
| 9 |  QUAL Ishares TR | $39.5M | 1.3% | 178K | No change | 8 of 8 | |
| 10 |  RWLC Advisors Inner Circle FD III | $35.7M | 1.1% | 927K | +17K (+2%) | 7 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $9.4M | 108K |
DIMENSIONAL ETF TRUST | $6.8M | 154K |
TEVA PHARMACEUTICAL INDS LTD | $3.1M | 91K |
 PDBA Invesco Exchange-traded Fund Trust Ii | $3M | 84K |
 BELFB Bel Fuse Inc | $2.6M | 7,793 |
🔒 Free account: see all 30.
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 23, 2026 | 13F-HR/A Amendment | Q3 2026 | SEC filing ↗ |
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Sowell Financial Services 13F FAQ
What does Sowell Financial Services own?
Sowell Financial Services reported 1,156 stocks worth $3.1B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.1%), NVDA (3.0%) and QQQ (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sowell Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 116 new positions, 487 added to, 473 trimmed and 122 sold out. New positions include XOM and OKE. It sold all of OKE, PDBA and BELFB.
When will Sowell Financial Services 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 Sowell Financial Services's portfolio worth?
The Q3 2026 filing reports $3.1B 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.