Read this manager's filing book
Disclosed positions
Sowell Financial Services LLC: source evidence dated 2026-07-21T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $121,737,736
- Reported amount
- 420,714
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001633697-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $121,737,736 | 420,714 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $89,821,587 | 121,974 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $82,665,203 | 413,140 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $64,549,080 | 86,438 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $59,554,293 | 79,523 | SH | None |
| MICROSOFT CORP | MSFT | COM | $56,664,979 | 151,909 | SH | None |
| TWO RDS SHARED TR | WLDR | AFFINITY WORLD | $55,319,326 | 1,190,369 | SH | None |
| AMAZON COM INC | AMZN | COM | $53,107,488 | 222,822 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $38,997,686 | 177,723 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $35,722,665 | 99,960 | SH | None |
| ADVISORS INNER CIRCLE FD III | RWLC | RAYLIANT WILSHIR | $34,106,817 | 909,879 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $33,585,414 | 51,206 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $31,446,271 | 622,822 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $30,610,187 | 61,173 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $26,363,485 | 74,614 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | AGGREGATE BOND E | $24,602,472 | 1,219,756 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $24,522,095 | 247,748 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,780,250 | 246,223 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $23,076,197 | 70,498 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $22,915,510 | 105,151 | SH | None |
| META PLATFORMS INC | META | CL A | $20,906,980 | 37,116 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $20,116,547 | 29,290 | SH | None |
| BROADCOM INC | AVGO | COM | $19,423,185 | 51,418 | SH | None |
| SPDR SERIES TRUST | SPYM | STATE STREET SPD | $19,064,951 | 216,943 | SH | None |
| CATERPILLAR INC | CAT | COM | $18,673,664 | 17,536 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $17,856,499 | 353,105 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $17,666,472 | 18,885 | SH | None |
| INVESCO EXCH TRADED FD TR II | PGHY | GLOBAL EX US HGH | $17,568,339 | 891,794 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $16,837,086 | 14,587 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $16,728,846 | 32,572 | SH | None |
| GOLDMAN SACHS ETF TR | GCOR | ACCESS US AGRAT | $16,442,975 | 399,487 | SH | None |
| SELECT SECTOR SPDR TR | XLK | STATE STREET TEC | $15,834,166 | 83,110 | SH | None |
| WALMART INC | WMT | COM | $15,210,306 | 134,295 | SH | None |
| VISA INC | V | COM CL A | $14,677,963 | 42,782 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $14,536,771 | 57,238 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $14,197,501 | 125,775 | SH | None |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | $14,001,267 | 139,081 | SH | None |
| CISCO SYS INC | CSCO | COM | $13,924,003 | 118,543 | SH | None |
| TESLA INC | TSLA | COM | $13,772,824 | 32,746 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $13,346,977 | 107,490 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $13,250,124 | 43,734 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $13,077,392 | 22,512 | SH | None |
| BANK AMERICA CORP | BAC | COM | $12,925,891 | 226,850 | SH | None |
| FRANKLIN TEMPLETON ETF TR | INCM | INCOME FOCUS ETF | $12,282,047 | 425,647 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $12,137,248 | 73,222 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $12,041,776 | 232,961 | SH | None |
| COCA COLA CO | KO | COM | $11,663,076 | 143,510 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $11,423,431 | 139,412 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $11,364,232 | 137,183 | SH | None |
| ABBVIE INC | ABBV | COM | $11,151,803 | 44,316 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.