Power Wealth Management
Latest statistics and disclosures from Power Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, VMBS, VCIT, SPYV, SCHF, and represent 42.71% of Power Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJR, FBND, VMBS, VCIT, WDAY, VGIT, FI, NOW, NFLX, JPIB.
- Started 7 new stock positions in GM, IQV, IJR, WDAY, L, IBIT, SLV.
- Reduced shares in these 10 stocks: WBD, GOOGL, MSTR, , SPY, VIG, MINT, LLY, WFC, AAPL.
- Sold out of its positions in MSTR, XLU.
- Power Wealth Management was a net buyer of stock by $6.2M.
- Power Wealth Management has $284M in assets under management (AUM), dropping by 3.42%.
- Central Index Key (CIK): 0002001039
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Portfolio Holdings for Power Wealth Management
Power Wealth Management holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 13.2 | $38M | +4% | 816k | 46.04 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 11.5 | $33M | +4% | 693k | 47.08 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.9 | $23M | +5% | 269k | 83.75 |
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| Spdr Series Trust State Street Spd (SPYV) | 5.4 | $15M | 268k | 56.81 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.7 | $13M | 559k | 24.04 |
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| Spdr Series Trust State Street Spd (SPYG) | 4.7 | $13M | 126k | 106.70 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.1 | $12M | +5% | 194k | 59.93 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.8 | $11M | 189k | 57.24 |
|
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 3.1 | $8.7M | +3% | 82k | 105.65 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 2.8 | $8.0M | +6% | 164k | 48.70 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $6.9M | 10k | 684.94 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 2.1 | $6.1M | 185k | 32.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.3M | -5% | 17k | 313.00 |
|
| Amazon (AMZN) | 1.4 | $3.9M | 17k | 230.82 |
|
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| Microsoft Corporation (MSFT) | 1.3 | $3.8M | 7.8k | 483.59 |
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| Apple (AAPL) | 1.1 | $3.2M | -3% | 12k | 271.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $3.1M | -7% | 4.6k | 681.92 |
|
| Spdr Series Trust State Street Spd (SPMD) | 1.0 | $2.9M | 50k | 57.91 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $2.9M | -3% | 23k | 123.26 |
|
| Charles Schwab Corporation (SCHW) | 1.0 | $2.7M | -2% | 27k | 99.91 |
|
| salesforce (CRM) | 0.8 | $2.4M | +4% | 9.0k | 264.91 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.3M | NEW | 19k | 120.18 |
|
| Meta Platforms Cl A (META) | 0.8 | $2.3M | 3.4k | 660.10 |
|
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| Intercontinental Exchange (ICE) | 0.8 | $2.2M | +11% | 14k | 161.96 |
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| Autodesk (ADSK) | 0.8 | $2.2M | 7.4k | 296.01 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $2.1M | 20k | 107.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.0M | 4.1k | 502.65 |
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| Te Connectivity Ord Shs (TEL) | 0.7 | $2.0M | 8.8k | 227.51 |
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| BorgWarner (BWA) | 0.7 | $2.0M | -3% | 44k | 45.06 |
|
| MGM Resorts International. (MGM) | 0.7 | $2.0M | -3% | 54k | 36.49 |
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| Anthem (ELV) | 0.7 | $1.9M | +8% | 5.5k | 350.58 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.7M | -11% | 7.8k | 219.79 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.7M | -8% | 1.6k | 1074.69 |
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| Kroger (KR) | 0.6 | $1.7M | 27k | 62.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.6M | 5.2k | 313.81 |
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| Home Depot (HD) | 0.6 | $1.6M | 4.6k | 344.11 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.5M | -2% | 8.2k | 186.50 |
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| Visa Com Cl A (V) | 0.5 | $1.3M | +2% | 3.8k | 350.71 |
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| Charter Communications Inc N Cl A (CHTR) | 0.5 | $1.3M | +22% | 6.4k | 208.75 |
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| Citigroup Com New (C) | 0.5 | $1.3M | -5% | 11k | 116.69 |
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| Capital One Financial (COF) | 0.5 | $1.3M | 5.4k | 242.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.2M | +4% | 1.9k | 627.13 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $1.1M | +2% | 17k | 67.13 |
|
| Airbnb Com Cl A (ABNB) | 0.4 | $1.1M | +2% | 8.1k | 135.72 |
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| Nextera Energy (NEE) | 0.4 | $1.1M | -4% | 13k | 80.28 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.4 | $1.0M | -81% | 36k | 28.82 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.0M | 13k | 79.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $972k | -7% | 3.9k | 246.16 |
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| Equifax (EFX) | 0.3 | $970k | 4.5k | 216.98 |
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| Deere & Company (DE) | 0.3 | $961k | 2.1k | 465.58 |
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| Workday Cl A (WDAY) | 0.3 | $933k | NEW | 4.3k | 214.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $926k | 2.8k | 335.27 |
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| Zoetis Cl A (ZTS) | 0.3 | $847k | +5% | 6.7k | 125.82 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $828k | -18% | 8.3k | 100.34 |
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| Jacobs Engineering Group (J) | 0.3 | $817k | 6.2k | 132.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $812k | +3% | 1.7k | 473.30 |
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| Corteva (CTVA) | 0.3 | $808k | 12k | 67.03 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $775k | +2% | 1.4k | 570.88 |
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| Tesla Motors (TSLA) | 0.3 | $770k | 1.7k | 449.72 |
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| Oracle Corporation (ORCL) | 0.3 | $768k | 3.9k | 194.91 |
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| Wal-Mart Stores (WMT) | 0.3 | $744k | -2% | 6.7k | 111.41 |
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| Fiserv (FI) | 0.3 | $712k | +328% | 11k | 67.17 |
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| Cigna Corp (CI) | 0.3 | $710k | +6% | 2.6k | 275.26 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $697k | -4% | 4.3k | 160.97 |
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| Servicenow (NOW) | 0.2 | $667k | +409% | 4.4k | 153.19 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $638k | +39% | 6.4k | 99.88 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $634k | +14% | 4.3k | 148.69 |
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| Fidelity National Information Services (FIS) | 0.2 | $592k | 8.9k | 66.46 |
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| Netflix (NFLX) | 0.2 | $567k | +787% | 6.0k | 93.76 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $554k | 1.7k | 322.22 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $531k | -2% | 7.2k | 74.07 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $493k | 4.6k | 106.70 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $448k | 2.1k | 210.34 |
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| Broadcom (AVGO) | 0.1 | $418k | -3% | 1.2k | 346.10 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $333k | NEW | 6.7k | 49.65 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $308k | 2.6k | 120.34 |
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| Southern Company (SO) | 0.1 | $303k | 3.5k | 87.19 |
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| Uber Technologies (UBER) | 0.1 | $294k | 3.6k | 81.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $294k | 602.00 | 487.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $285k | +17% | 718.00 | 396.31 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $266k | 2.8k | 96.84 |
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| Wells Fargo & Company (WFC) | 0.1 | $263k | -34% | 2.8k | 93.20 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $248k | 3.6k | 69.47 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $246k | NEW | 3.8k | 64.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $232k | -10% | 4.3k | 53.76 |
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| Linde SHS (LIN) | 0.1 | $229k | 538.00 | 426.39 |
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| Iqvia Holdings (IQV) | 0.1 | $221k | NEW | 979.00 | 225.41 |
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| Coca-Cola Company (KO) | 0.1 | $215k | -2% | 3.1k | 69.91 |
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| General Motors Company (GM) | 0.1 | $214k | NEW | 2.6k | 81.31 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $210k | -10% | 2.1k | 99.52 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $208k | 4.4k | 46.86 |
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| Loews Corporation (L) | 0.1 | $200k | NEW | 1.9k | 105.31 |
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| Viatris (VTRS) | 0.1 | $200k | 16k | 12.45 |
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| Alight Com Cl A (ALIT) | 0.0 | $104k | +102% | 53k | 1.95 |
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Past Filings by Power Wealth Management
SEC 13F filings are viewable for Power Wealth Management going back to 2023
- Power Wealth Management 2025 Q4 filed Feb. 17, 2026
- Power Wealth Management 2025 Q3 filed Nov. 12, 2025
- Power Wealth Management 2025 Q2 filed Aug. 12, 2025
- Power Wealth Management 2025 Q1 filed May 14, 2025
- Power Wealth Management 2024 Q4 filed Feb. 13, 2025
- Power Wealth Management 2024 Q3 filed Nov. 12, 2024
- Power Wealth Management 2024 Q1 filed May 3, 2024
- Power Wealth Management 2023 Q4 filed Feb. 6, 2024