Powell Investment Advisors, LLC holds a focused book of 167 stocks worth $316.8M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2024 would be +34% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802195/holdings"
Use Arkolith to show Powell Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.6 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 the ~45-day reporting lag, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Powell Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $704.3B |
| MORGAN STANLEY | 80 / 80 | $539.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $488.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $381.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $149.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $143.7B |
| UBS Group AG | 80 / 80 | $140.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $76.9B |
Ranked by how many of Powell Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 GRWT ETF | $38.4M | 279.4K | 12.1% | ▼−3.7% Reduced · −11K sh | |
| 2 | Ishares TR S&P 500 VAL ETF | $36.1M | 158.8K | 11.4% | ▲+0.5% Added · +800 sh | |
| 3 | Ishares TR RUS 2000 VAL ETF | $25.5M | 115.2K | 8.0% | ▼−0.2% Reduced · −188 sh | |
| 4 | Ishares TR RUS 2000 GRW ETF | $23.9M | 60.6K | 7.5% | ▼−0.8% Reduced · −507 sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $23.6M | 32.0K | 7.5% | ▲+1.8% Added · +555 sh | |
| 6 | Ishares TR SELECT DIVID ETF | $15.5M | 99.2K | 4.9% | ▲+0.7% Added · +717 sh | |
| 7 | Amazon Com Inc COM | $9.0M | 37.8K | 2.8% | ▼−0.8% Reduced · −312 sh | |
| 8 | Ishares TR RUS MDCP VAL ETF | $8.8M | 53.2K | 2.8% | ▲+0.9% Added · +483 sh | |
| 9 | Ishares TR RUS MD CP GR ETF | $7.6M | 52.2K | 2.4% | ▼~0% Reduced · −7 sh | |
| 10 | Ishares TR MSCI EAFE ETF | $7.4M | 70.9K | 2.3% | ▼−0.1% Reduced · −50 sh | |
| 11 | Nvidia Corporation COM | $6.9M | 34.6K | 2.2% | ▼−3.6% Reduced · −1K sh | |
| 12 | Goldman Sachs Group Inc COM | $6.7M | 6.6K | 2.1% | ▲+0.3% Added · +20 sh | |
| 13 | Tesla Inc COM | $5.6M | 13.3K | 1.8% | ▼−0.8% Reduced · −108 sh | |
| 14 | Apple Inc COM | $4.1M | 14.2K | 1.3% | ▼−1.0% Reduced · −150 sh | |
| 15 | Ishares TR GLOBAL 100 ETF | $4.1M | 29.7K | 1.3% | ▲+0.1% Added · +42 sh | |
| 16 | SPDR Series Trust ST STR CONV ETF | $3.3M | 30.3K | 1.0% | ▲+0.3% Added · +90 sh | |
| 17 | JPMorgan Chase & Co COM | $3.1M | 9.5K | 1.0% | ▼−4.1% Reduced · −402 sh | |
| 18 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.9M | 49.2K | 0.9% | ▲+1.7% Added · +826 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $2.6M | 3.5K | 0.8% | ▼−56% Reduced · −4K sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $2.5M | 28.8K | 0.8% | ▲+500% Added · +24K sh | |
| 21 | Fidelity Merrimack STR TR TOTAL BD ETF | $2.5M | 54.2K | 0.8% | ▼−5.6% Reduced · −3K sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $2.2M | 4.4K | 0.7% | ▼−2.2% Reduced · −99 sh | |
| 23 | Ishares TR RUSSELL 2000 ETF | $2.2M | 7.2K | 0.7% | ▼−2.7% Reduced · −198 sh | |
| 24 | Alphabet Inc CAP STK CL A | $2.0M | 5.5K | 0.6% | ▲+4.4% Added · +233 sh | |
| 25 | Ishares TR PFD AND INCM SEC | $2.0M | 64.6K | 0.6% | ▲+13% Added · +7K sh | |
| 26 | Southern Copper Corp COM | $1.7M | 9.9K | 0.5% | ▲+1.0% Added · +98 sh | |
| 27 | Microsoft Corp COM | $1.6M | 4.2K | 0.5% | ▼−31% Reduced · −2K sh | |
| 28 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.5M | 19.1K | 0.5% | —Held | |
| 29 | Lam Research Corp COM NEW | $1.5M | 3.5K | 0.5% | —Held | |
| 30 | SPDR Series Trust ST STR SP AERO | $1.4M | 5.0K | 0.4% | ▲~0% Added · +1 sh | |
| 31 | Allison Transmission Hldgs I COM | $1.4M | 12.1K | 0.4% | —Held | |
| 32 | Ishares Bitcoin Trust ETF SHS BEN INT | $1.3M | 39.0K | 0.4% | ▼−26% Reduced · −14K sh | |
| 33 | International Business Machs COM | $1.3M | 4.6K | 0.4% | ▲~0% Added · +2 sh | |
| 34 | Global X FDS US INFR DEV ETF | $1.3M | 21.8K | 0.4% | —Held | |
| 35 | Cisco Sys Inc COM | $1.3M | 10.9K | 0.4% | —Held | |
| 36 | Select Sector SPDR TR ST STR ENERG ETF | $1.2M | 23.1K | 0.4% | ▲+0.5% Added · +109 sh | |
| 37 | Citigroup Inc COM NEW | $1.2M | 8.6K | 0.4% | —Held | |
| 38 | Broadcom Inc COM | $1.2M | 3.1K | 0.4% | —Held | |
| 39 | Sonoco Prods Co COM | $1.2M | 21.1K | 0.4% | ▲+0.8% Added · +175 sh | |
| 40 | Ishares TR US AER DEF ETF | $1.2M | 4.9K | 0.4% | ▲+0.1% Added · +4 sh | |
| 41 | Cheniere Energy Partners L P COM UNIT | $1.1M | 18.3K | 0.4% | ▲+1.2% Added · +222 sh | |
| 42 | ALPS ETF TR ALERIAN MLP | $1.1M | 21.2K | 0.3% | ▲+0.3% Added · +56 sh | |
| 43 | Ishares TR CORE S&P SCP ETF | $1.0M | 7.1K | 0.3% | ▲+0.7% Added · +48 sh | |
| 44 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.3% | ▲+13% Added · +343 sh | |
| 45 | Lockheed Martin Corp COM | $982K | 1.9K | 0.3% | —Held | |
| 46 | Morgan Stanley COM NEW | $967K | 4.6K | 0.3% | ▲+0.5% Added · +23 sh | |
| 47 | Vaneck ETF Trust PREFERRED SECURT | $950K | 53.2K | 0.3% | —Held | |
| 48 | Ishares TR CORE S&P MCP ETF | $929K | 12.0K | 0.3% | ▲+0.7% Added · +88 sh | |
| 49 | Select Sector SPDR TR ST STR UTIL ETF | $926K | 20.4K | 0.3% | —Held | |
| 50 | Pimco ETF TR ENHAN SHRT MA AC | $919K | 9.1K | 0.3% | ▲+0.1% Added · +7 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 167 | $316.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 174 | $290.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 169 | $290.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 167 | $286.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 167 | $266.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 145 | $203.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 157 | $215.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 151 | $214.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.