Powell Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC), disclosing its equity holdings as of September 30, 2026. The filing lists 171 distinct positions held by the firm.
The portfolio includes a mix of large-cap technology stocks, energy companies, and exchange-traded funds (ETFs). Major positions include Tesla Inc., with 12,085 shares, and NVIDIA Corporation, with 34,616 shares. Other notable holdings include Amazon.com Inc. (38,160 shares), Apple Inc. (13,931 shares), and Meta Platforms Inc. (486 shares). The firm also holds significant stakes in energy-related entities such as Cheniere Energy Partners L.P. (18,490 shares) and Enterprise Products Partners L.P. (9,218 shares).
In addition to individual equities, the filing details substantial investments in various ETFs. The firm holds shares in the iShares Core S&P 500 ETF (330 shares), the iShares MSCI EAFE ETF (69,590 shares), and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF (48,255 shares). The filing also lists positions in specialized ETFs, such as the iShares Bitcoin Trust ETF (44,042 shares) and the VanEck ETF Trust Preferred Securities ETF (53,244 shares).
The report was signed by Jesse Wachs, Partner and CIO of Powell Investment Advisors, LLC, on October 21, 2026.
