Sowell Financial Services LLC has filed a restatement of its Form 13F-HR for the third quarter of 2026. The filing, submitted on October 23, 2026, lists the firm's equity holdings as of September 30, 2026.
The report indicates that the firm holds positions in 1,156 different companies. The aggregate value of these holdings is reported at $3,116,925,081. The filing notes that the positions are held in a sole capacity.
Among the largest positions listed in the information table are Apple Inc., with 127,659,732 shares; Amazon.com Inc., with 56,319,906 shares; and Chevron Corporation, with 14,337,672 shares. Other significant holdings include Berkshire Hathaway Inc. Class B (30,114,636 shares), BlackRock Inc. (6,671,300 shares), and Brookfield Corp. Class A Limited Voting Shares (6,714,006 shares).
The filing also lists various exchange-traded funds and other investment vehicles held by the firm, including BlackRock ETF Trust funds, Blackstone Inc., and iShares products.
