Portfolio (Quarterly) Guide ↗

Powell Investment Advisors, LLC

· CIK 0001802195

13F Portfolio $290M AUM 174 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 39 Added 19 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EZBC	FRANKLIN TEMPLETON DIGITAL H	Financial Services	11,106	$562K	0.19%	SOLD
2	ETH	GRAYSCALE ETHEREUM MINI TR E	Financial Services	19,333	$542K	0.19%	SOLD
3	—	BITFARMS LTD	—	18,996	$45K	0.01%	SOLD

Sector Allocation

Financial Services 41.0%

Technology 18.9%

Consumer Cyclical 17.5%

Energy 4.1%

Communication Services 3.9%

Utilities 3.4%

Industrials 3.3%

Healthcare 3.1%

Consumer Defensive 2.3%

Basic Materials 1.6%