Sowell Financial Services LLC holds a diversified book of 1162 stocks worth $3.1B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Ishares Int Rate Hedg Hy ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1633697/holdings"
Use Arkolith to show Sowell Financial Services LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $121.7M | 420.7K | 4.0% | ▼−1.3% Reduced · −6K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $89.8M | 122.0K | 2.9% | ▲+1.1% Added · +1K sh | |
| 3 | Nvidia Corporation COM | $82.7M | 413.1K | 2.7% | ▲+2.7% Added · +11K sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $64.5M | 86.4K | 2.1% | ▼−2.3% Reduced · −2K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $59.6M | 79.5K | 1.9% | ▼−9.1% Reduced · −8K sh | |
| 6 | Microsoft Corp COM | $56.7M | 151.9K | 1.9% | ▲+1.6% Added · +2K sh | |
| 7 | Two RDS Shared TR AFFINITY WORLD | $55.3M | 1.19M | 1.8% | ▲+10% Added · +111K sh | |
| 8 | Amazon Com Inc COM | $53.1M | 222.8K | 1.7% | ▲+0.6% Added · +1K sh | |
| 9 | Ishares TR MSCI USA QLT FCT | $39.0M | 177.7K | 1.3% | ▲+1.0% Added · +2K sh | |
| 10 | Alphabet Inc CAP STK CL A | $35.7M | 100.0K | 1.2% | ▲+1.9% Added · +2K sh | |
| 11 | Advisors Inner Circle FD III RAYLIANT WILSHIR | $34.1M | 909.9K | 1.1% | ▲+13% Added · +102K sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $33.6M | 51.2K | 1.1% | ▲+14% Added · +6K sh | |
| 13 | Janus Detroit STR TR HENDRSON AAA CL | $31.4M | 622.8K | 1.0% | ▼−13% Reduced · −97K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $30.6M | 61.2K | 1.0% | ▲+2.4% Added · +1K sh | |
| 15 | Alphabet Inc CAP STK CL C | $26.4M | 74.6K | 0.9% | ▼−1.3% Reduced · −952 sh | |
| 16 | Simplify Exchange Traded Fun AGGREGATE BOND E | $24.6M | 1.22M | 0.8% | ▲+1.8% Added · +21K sh | |
| 17 | Ishares TR CORE US AGGBD ET | $24.5M | 247.7K | 0.8% | ▲+2.5% Added · +6K sh | |
| 18 | Ishares TR CORE MSCI EAFE | $23.8M | 246.2K | 0.8% | ▲+1.1% Added · +3K sh | |
| 19 | JPMorgan Chase & Co COM | $23.1M | 70.5K | 0.8% | ▲+3.9% Added · +3K sh | |
| 20 | Vanguard Index FDS VALUE ETF | $22.9M | 105.2K | 0.7% | ▲+31% Added · +25K sh | |
| 21 | Meta Platforms Inc CL A | $20.9M | 37.1K | 0.7% | ▲+11% Added · +4K sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $20.1M | 29.3K | 0.7% | ▲+8.2% Added · +2K sh | |
| 23 | Broadcom Inc COM | $19.4M | 51.4K | 0.6% | ▼−3.0% Reduced · −2K sh | |
| 24 | SPDR Series Trust STATE STREET SPD | $19.1M | 216.9K | 0.6% | ▲+3.9% Added · +8K sh | |
| 25 | Caterpillar Inc COM | $18.7M | 17.5K | 0.6% | ▼−6.6% Reduced · −1K sh | |
| 26 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $17.9M | 353.1K | 0.6% | ▼−1.6% Reduced · −6K sh | |
| 27 | Costco Wholesale Corporation COM | $17.7M | 18.9K | 0.6% | ▲+0.1% Added · +13 sh | |
| 28 | Invesco Exch Traded FD TR II GLOBAL EX US HGH | $17.6M | 891.8K | 0.6% | ▲+1.0% Added · +9K sh | |
| 29 | Micron Technology Inc COM | $16.8M | 14.6K | 0.6% | ▼−6.5% Reduced · −1K sh | |
| 30 | Mastercard Incorporated CL A | $16.7M | 32.6K | 0.5% | ▼−3.0% Reduced · −1K sh | |
| 31 | Goldman Sachs ETF TR ACCESS US AGRAT | $16.4M | 399.5K | 0.5% | ▲+49% Added · +132K sh | |
| 32 | Select Sector SPDR TR STATE STREET TEC | $15.8M | 83.1K | 0.5% | ▼−0.6% Reduced · −472 sh | |
| 33 | Walmart Inc COM | $15.2M | 134.3K | 0.5% | ▼−3.9% Reduced · −6K sh | |
| 34 | Visa Inc COM CL A | $14.7M | 42.8K | 0.5% | ▲+3.2% Added · +1K sh | |
| 35 | Johnson & Johnson COM | $14.5M | 57.2K | 0.5% | ▼−4.6% Reduced · −3K sh | |
| 36 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $14.2M | 125.8K | 0.5% | ▲+1.8% Added · +2K sh | |
| 37 | Ishares TR 0-3 MNTH TREASRY | $14.0M | 139.1K | 0.5% | ▲+5.0% Added · +7K sh | |
| 38 | Cisco Sys Inc COM | $13.9M | 118.5K | 0.5% | ▼−0.4% Reduced · −435 sh | |
| 39 | Tesla Inc COM | $13.8M | 32.7K | 0.5% | ▼−8.8% Reduced · −3K sh | |
| 40 | Ishares TR RUS 1000 GRW ETF | $13.3M | 107.5K | 0.4% | ▲+361% Added · +84K sh | |
| 41 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $13.3M | 43.7K | 0.4% | ▲+0.6% Added · +282 sh | |
| 42 | Advanced Micro Devices Inc COM | $13.1M | 22.5K | 0.4% | ▼−2.8% Reduced · −657 sh | |
| 43 | Bank America Corp COM | $12.9M | 226.8K | 0.4% | ▼−4.8% Reduced · −12K sh | |
| 44 | Franklin Templeton ETF TR INCOME FOCUS ETF | $12.3M | 425.6K | 0.4% | ▲+7.9% Added · +31K sh | |
| 45 | Chevron Corporation COM | $12.1M | 73.2K | 0.4% | ▼−1.4% Reduced · −1K sh | |
| 46 | Dimensional ETF Trust US CORE EQT MKT | $12.0M | 233.0K | 0.4% | ▲+2.3% Added · +5K sh | |
| 47 | Coca Cola Co COM | $11.7M | 143.5K | 0.4% | ▼−0.9% Reduced · −1K sh | |
| 48 | Dimensional ETF Trust US EQUITY MARKET | $11.4M | 139.4K | 0.4% | ▼−0.1% Reduced · −151 sh | |
| 49 | Ishares Inc CORE MSCI EMKT | $11.4M | 137.2K | 0.4% | ▼−0.3% Reduced · −486 sh | |
| 50 | Abbvie Inc COM | $11.2M | 44.3K | 0.4% | ▼−1.1% Reduced · −497 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 20, 2026 | 1,162 | $3.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 1,123 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 1,106 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 1,068 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 1,040 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 1,007 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 505 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 530 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 521 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 3, 2024 | 544 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 24, 2024 | 526 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 506 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 550 | $1.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 759 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 522 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 400 | $991.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 278 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 173 | $572.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 507 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 473 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 514 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 3,253 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 13, 2021 | 2,829 | $2.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 2,678 | $2.0B | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.