account_balance

Investment manager · 13F filer · SEC CIK 1802195

Powell Investment Advisors, LLC

Reported value$313Mas of Sep 30, 2026
Positions171 8 new, 4 sold out
Top 10 weight61.7%IVW alone is 13%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 12.6% Held
IVE iShares Tr 11.4% Held
IWN iShares Tr 7.7% Held
QQQ Invesco QQQ Tr 7.6% Held
IWO iShares Tr 6.9% Held
DVY iShares Tr 4.8% Held
AMZN Amazon.com Inc 3.0% Held
IWS iShares Tr 2.7% Held
NVDA NVIDIA Corp 2.5% Held
EFA iShares Tr 2.3% Held
IWP iShares Tr 2.3% Held
GS Goldman Sachs Group Inc 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 29, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist