Arkolith/Funds/Powell Investment Advisors, LLC

Powell Investment Advisors, LLC

CIK 1802195
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Powell Investment Advisors, LLC holds a focused book of 167 reported positions worth $316.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Intel Corp and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares S&P 500 Growth ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +39% (+19.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
12
bought for the first time
+9 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
20
exited the position entirely
+17 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+39.2%
+19.4%/yr · since Nov '24
Their reported book
+30.2%
held from quarter-end
S&P 500
+36.2%
same window
$9K$10K$12K$13K$14KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Powell Investment Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 9.0 points over this window.

Growth of $10,000 cloning Powell Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
62%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

27% mapped to company sectors

ETFs / funds
73%
Information Technology
8%
Financials
7%
Consumer Discretionary
6%
Industrials
2%
Utilities
2%
Materials
1%
Health Care
1%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Powell Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
Mirae Asset Global Investments Co., Ltd.63 / 80$278.7B
Hoffman, Alan N Investment Management9 / 80$154.4M
Wallace Hart LLC15 / 80$126.9M
Trust Asset Management LLC31 / 80$1.3B
Marest Capital, LLC15 / 80$156.1M
Armstrong Henry H Associates Inc17 / 80$787.9M
Ardent Capital Management, Inc.15 / 80$182.8M
CV Advisors LLC27 / 80$407.2M

Ranked by the share of each fund's own book sitting in the names it shares with Powell Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

167 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
S&P 500 GRWT ETF
$38.4M279.4K
12.1%
−3.7%
Reduced · −11K sh
2Ishares TR
S&P 500 VAL ETF
$36.1M158.8K
11.4%
+0.5%
Added · +800 sh
3Ishares TR
RUS 2000 VAL ETF
$25.5M115.2K
8.0%
−0.2%
Reduced · −188 sh
4Ishares TR
RUS 2000 GRW ETF
$23.9M60.6K
7.5%
−0.8%
Reduced · −507 sh
5Invesco QQQ TR
UNIT SER 1
$23.6M32.0K
7.5%
+1.8%
Added · +555 sh
6Ishares TR
SELECT DIVID ETF
$15.5M99.2K
4.9%
+0.7%
Added · +717 sh
7Amazon Com Inc
COM
$9.0M37.8K
2.8%
−0.8%
Reduced · −312 sh
8Ishares TR
RUS MDCP VAL ETF
$8.8M53.2K
2.8%
+0.9%
Added · +483 sh
9Ishares TR
RUS MD CP GR ETF
$7.6M52.2K
2.4%
~0%
Reduced · −7 sh
10Ishares TR
MSCI EAFE ETF
$7.4M70.9K
2.3%
−0.1%
Reduced · −50 sh
11Nvidia Corporation
COM
$6.9M34.6K
2.2%
−3.6%
Reduced · −1K sh
12Goldman Sachs Group Inc
COM
$6.7M6.6K
2.1%
+0.3%
Added · +20 sh
13Tesla Inc
COM
$5.6M13.3K
1.8%
−0.8%
Reduced · −108 sh
14Apple Inc
COM
$4.1M14.2K
1.3%
−1.0%
Reduced · −150 sh
15Ishares TR
GLOBAL 100 ETF
$4.1M29.7K
1.3%
+0.1%
Added · +42 sh
16SPDR Series Trust
ST STR CONV ETF
$3.3M30.3K
1.0%
+0.3%
Added · +90 sh
17JPMorgan Chase & Co
COM
$3.1M9.5K
1.0%
−4.1%
Reduced · −402 sh
18Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.9M49.2K
0.9%
+1.7%
Added · +826 sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$2.6M3.5K
0.8%
−56%
Reduced · −4K sh
20Vanguard Index FDS
GROWTH ETF
$2.5M28.8K
0.8%
+500%
Added · +24K sh
21Fidelity Merrimack STR TR
TOTAL BD ETF
$2.5M54.2K
0.8%
−5.6%
Reduced · −3K sh
22Berkshire Hathaway Inc Del
CL B NEW
$2.2M4.4K
0.7%
−2.2%
Reduced · −99 sh
23Ishares TR
RUSSELL 2000 ETF
$2.2M7.2K
0.7%
−2.7%
Reduced · −198 sh
24Alphabet Inc
CAP STK CL A
$2.0M5.5K
0.6%
+4.4%
Added · +233 sh
25Ishares TR
PFD AND INCM SEC
$2.0M64.6K
0.6%
+13%
Added · +7K sh
26Southern Copper Corp
COM
$1.7M9.9K
0.5%
+1.0%
Added · +98 sh
27Microsoft Corp
COM
$1.6M4.2K
0.5%
−31%
Reduced · −2K sh
28Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.5M19.1K
0.5%
Held
29Lam Research Corp
COM NEW
$1.5M3.5K
0.5%
Held
30SPDR Series Trust
ST STR SP AERO
$1.4M5.0K
0.4%
~0%
Added · +1 sh
31Allison Transmission Hldgs I
COM
$1.4M12.1K
0.4%
Held
32Ishares Bitcoin Trust ETF
SHS BEN INT
$1.3M39.0K
0.4%
−26%
Reduced · −14K sh
33International Business Machs
COM
$1.3M4.6K
0.4%
~0%
Added · +2 sh
34Global X FDS
US INFR DEV ETF
$1.3M21.8K
0.4%
Held
35Cisco Sys Inc
COM
$1.3M10.9K
0.4%
Held
36Select Sector SPDR TR
ST STR ENERG ETF
$1.2M23.1K
0.4%
+0.5%
Added · +109 sh
37Citigroup Inc
COM NEW
$1.2M8.6K
0.4%
Held
38Broadcom Inc
COM
$1.2M3.1K
0.4%
Held
39Sonoco Prods Co
COM
$1.2M21.1K
0.4%
+0.8%
Added · +175 sh
40Ishares TR
US AER DEF ETF
$1.2M4.9K
0.4%
+0.1%
Added · +4 sh
41Cheniere Energy Partners L P
COM UNIT
$1.1M18.3K
0.4%
+1.2%
Added · +222 sh
42ALPS ETF TR
ALERIAN MLP
$1.1M21.2K
0.3%
+0.3%
Added · +56 sh
43Ishares TR
CORE S&P SCP ETF
$1.0M7.1K
0.3%
+0.7%
Added · +48 sh
44Alphabet Inc
CAP STK CL C
$1.0M2.9K
0.3%
+13%
Added · +343 sh
45Lockheed Martin Corp
COM
$982K1.9K
0.3%
Held
46Morgan Stanley
COM NEW
$967K4.6K
0.3%
+0.5%
Added · +23 sh
47Vaneck ETF Trust
PREFERRED SECURT
$950K53.2K
0.3%
Held
48Ishares TR
CORE S&P MCP ETF
$929K12.0K
0.3%
+0.7%
Added · +88 sh
49Select Sector SPDR TR
ST STR UTIL ETF
$926K20.4K
0.3%
Held
50Pimco ETF TR
ENHAN SHRT MA AC
$919K9.1K
0.3%
+0.1%
Added · +7 sh
Showing 50 of 167 positions
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Filing history

As-of date vs the date the SEC received each filing

$316.8M · Q2 2026Q3 2024 · $214.2MQ2 2026 · $316.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d167$316.8M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d174$290.1M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d169$290.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d167$286.0M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d167$266.6M13F-HR
Q1 2025Mar 31, 2025May 9, 202539d145$203.7M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202529d157$215.9M13F-HR
Q3 2024Sep 30, 2024Nov 1, 202432d151$214.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.