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Disclosed positions
Powell Investment Advisors, LLC: source evidence dated 2026-07-30T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVW
- Class
- S&P 500 GRWT ETF
- Reported value
- $38,423,851
- Reported amount
- 279,385
- 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: 0001398344-26-012921Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVW | S&P 500 GRWT ETF | $38,423,851 | 279,385 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $36,055,697 | 158,794 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $25,493,160 | 115,249 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $23,893,677 | 60,650 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $23,608,738 | 32,024 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $15,510,752 | 99,237 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,009,252 | 37,800 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $8,763,739 | 53,243 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $7,643,051 | 52,203 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $7,364,986 | 70,899 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,926,317 | 34,616 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $6,669,389 | 6,594 | SH | None |
| TESLA INC | TSLA | COM | $5,592,718 | 13,297 | SH | None |
| APPLE INC | AAPL | COM | $4,108,525 | 14,199 | SH | None |
| ISHARES TR | IOO | GLOBAL 100 ETF | $4,050,389 | 29,651 | SH | None |
| SPDR SERIES TRUST | CWB | ST STR CONV ETF | $3,268,739 | 30,317 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,093,596 | 9,451 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,938,728 | 49,233 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,624,366 | 3,505 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,478,657 | 28,775 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $2,473,407 | 54,171 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,225,735 | 4,448 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $2,152,043 | 7,163 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,982,331 | 5,547 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $1,970,380 | 64,624 | SH | None |
| SOUTHERN COPPER CORP | SCCO | COM | $1,724,825 | 9,898 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,555,112 | 4,169 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $1,508,288 | 19,085 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $1,500,221 | 3,460 | SH | None |
| SPDR SERIES TRUST | XAR | ST STR SP AERO | $1,424,863 | 5,021 | SH | None |
| ALLISON TRANSMISSION HLDGS I | ALSN | COM | $1,361,786 | 12,079 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $1,299,375 | 39,032 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,290,163 | 4,588 | SH | None |
| GLOBAL X FDS | PAVE | US INFR DEV ETF | $1,288,703 | 21,834 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,275,263 | 10,857 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $1,224,177 | 23,050 | SH | None |
| CITIGROUP INC | C | COM NEW | $1,207,575 | 8,628 | SH | None |
| BROADCOM INC | AVGO | COM | $1,188,024 | 3,145 | SH | None |
| SONOCO PRODS CO | SON | COM | $1,186,214 | 21,051 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $1,184,130 | 4,885 | SH | None |
| CHENIERE ENERGY PARTNERS L P | CQP | COM UNIT | $1,113,698 | 18,272 | SH | None |
| ALPS ETF TR | AMLP | ALERIAN MLP | $1,099,629 | 21,208 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,048,915 | 7,072 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,027,130 | 2,907 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $981,729 | 1,927 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $967,487 | 4,628 | SH | None |
| VANECK ETF TRUST | PFXF | PREFERRED SECURT | $949,873 | 53,244 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $928,681 | 12,044 | SH | None |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $926,296 | 20,430 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $918,507 | 9,111 | SH | None |
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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. 0 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.