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 44.47% of Power Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VZ, FBND, NVDA, EEM, SPYG, JEPI, SCHF, GEV, GLD, SPYV.
- Started 8 new stock positions in LITE, RTX, GEV, DBP, NMM, VZ, FIX, EEM.
- Reduced shares in these 10 stocks: VMBS, IJR, CHTR, VGIT, JPIB, WBD, ICE, SCHW, NEE, MGM.
- Sold out of its positions in CHTR, GM, IQV, IJR, SPSM, VWO, VTRS, WBD.
- Power Wealth Management was a net seller of stock by $-6.9M.
- Power Wealth Management has $269M in assets under management (AUM), dropping by -5.37%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 14.1 | $38M | 831k | 45.62 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 11.1 | $30M | -8% | 636k | 46.95 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.3 | $22M | 269k | 82.75 |
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| Spdr Series Trust State Street Spd (SPYV) | 5.7 | $15M | 273k | 56.58 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.3 | $14M | +2% | 571k | 24.75 |
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| Spdr Series Trust State Street Spd (SPYG) | 4.7 | $13M | +2% | 129k | 97.91 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.1 | $11M | +2% | 194k | 56.68 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.9 | $10M | -9% | 175k | 59.55 |
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 3.3 | $8.8M | 83k | 105.55 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 2.5 | $6.8M | -13% | 142k | 47.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $6.5M | 10k | 653.21 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 2.3 | $6.3M | +3% | 191k | 32.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $4.7M | -2% | 16k | 287.56 |
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| Amazon (AMZN) | 1.2 | $3.3M | -4% | 16k | 208.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $3.1M | +5% | 4.8k | 650.34 |
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| Apple (AAPL) | 1.1 | $3.1M | +3% | 12k | 253.80 |
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| Spdr Series Trust State Street Spd (SPMD) | 1.1 | $3.0M | +2% | 51k | 59.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $2.8M | +7% | 25k | 113.11 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.8M | -3% | 7.5k | 370.18 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $2.3M | -11% | 24k | 93.98 |
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| BorgWarner (BWA) | 0.8 | $2.2M | -8% | 41k | 54.26 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $1.9M | -8% | 18k | 106.15 |
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| Meta Platforms Cl A (META) | 0.7 | $1.9M | -3% | 3.3k | 572.06 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.9M | +30% | 11k | 174.40 |
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| Intercontinental Exchange (ICE) | 0.7 | $1.9M | -13% | 12k | 157.28 |
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| Kroger (KR) | 0.7 | $1.8M | -4% | 26k | 72.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.8M | -6% | 3.8k | 479.14 |
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| Anthem (ELV) | 0.7 | $1.8M | +12% | 6.2k | 292.76 |
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| MGM Resorts International. (MGM) | 0.7 | $1.8M | -12% | 47k | 37.01 |
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| Te Connectivity Ord Shs (TEL) | 0.6 | $1.7M | -9% | 8.0k | 209.01 |
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| Verizon Communications (VZ) | 0.6 | $1.6M | NEW | 33k | 50.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.6M | -3% | 7.6k | 215.05 |
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| Autodesk (ADSK) | 0.6 | $1.6M | -12% | 6.5k | 239.40 |
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| salesforce (CRM) | 0.6 | $1.6M | -7% | 8.3k | 186.66 |
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| Home Depot (HD) | 0.6 | $1.5M | 4.6k | 328.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.4M | -3% | 5.0k | 286.87 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.4M | -5% | 1.5k | 919.48 |
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| Citigroup Com New (C) | 0.5 | $1.2M | -4% | 11k | 113.41 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $1.2M | 17k | 68.47 |
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| Visa Com Cl A (V) | 0.4 | $1.1M | -6% | 3.6k | 302.25 |
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| Deere & Company (DE) | 0.4 | $1.1M | -7% | 1.9k | 563.31 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.1M | +3% | 13k | 79.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.1M | -5% | 1.8k | 597.55 |
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| Nextera Energy (NEE) | 0.4 | $953k | -22% | 10k | 92.88 |
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| Corteva (CTVA) | 0.3 | $938k | -6% | 11k | 83.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $915k | +3% | 2.9k | 320.81 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $869k | -11% | 3.5k | 248.00 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $853k | -16% | 6.8k | 126.28 |
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| Wal-Mart Stores (WMT) | 0.3 | $823k | 6.6k | 124.28 |
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| Tesla Motors (TSLA) | 0.3 | $821k | +28% | 2.2k | 371.75 |
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| Equifax (EFX) | 0.3 | $805k | 4.5k | 180.07 |
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| Capital One Financial (COF) | 0.3 | $781k | -20% | 4.3k | 182.45 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $770k | -7% | 7.7k | 100.57 |
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| Jacobs Engineering Group (J) | 0.3 | $736k | -6% | 5.8k | 127.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $731k | 1.7k | 426.40 |
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| Zoetis Cl A (ZTS) | 0.3 | $713k | -10% | 6.0k | 118.22 |
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| Cigna Corp (CI) | 0.3 | $672k | -2% | 2.5k | 266.74 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $645k | -4% | 1.3k | 499.47 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $632k | +4% | 4.4k | 142.43 |
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| Netflix (NFLX) | 0.2 | $628k | +8% | 6.5k | 96.15 |
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| Oracle Corporation (ORCL) | 0.2 | $622k | +7% | 4.2k | 147.10 |
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| Fiserv (FISV) | 0.2 | $591k | 11k | 55.80 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $580k | +87% | 1.3k | 430.29 |
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| Workday Cl A (WDAY) | 0.2 | $575k | 4.4k | 129.92 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $543k | -14% | 5.5k | 99.27 |
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| Broadcom (AVGO) | 0.2 | $525k | +40% | 1.7k | 309.51 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $524k | +101% | 7.7k | 68.14 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $493k | 4.6k | 106.50 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $489k | -7% | 6.6k | 73.64 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $483k | -4% | 1.6k | 294.16 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $481k | -6% | 4.1k | 118.62 |
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| Servicenow (NOW) | 0.2 | $480k | +5% | 4.6k | 104.55 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $468k | +7% | 2.8k | 169.66 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $455k | 2.1k | 213.67 |
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| Fidelity National Information Services (FIS) | 0.2 | $418k | 8.9k | 46.91 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $321k | NEW | 5.7k | 56.79 |
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| Wells Fargo & Company (WFC) | 0.1 | $317k | +40% | 4.0k | 79.61 |
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| Uber Technologies (UBER) | 0.1 | $290k | +12% | 4.0k | 71.93 |
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| Ge Vernova (GEV) | 0.1 | $278k | NEW | 318.00 | 872.90 |
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| Coca-Cola Company (KO) | 0.1 | $276k | +18% | 3.6k | 76.05 |
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| Southern Company (SO) | 0.1 | $272k | -19% | 2.8k | 96.51 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $265k | 606.00 | 436.79 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $258k | 2.8k | 93.66 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $257k | 6.7k | 38.42 |
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| Navios Maritime Partners Com Unit Lpi (NMM) | 0.1 | $256k | NEW | 3.8k | 67.48 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $244k | 3.6k | 68.28 |
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| Lumentum Hldgs (LITE) | 0.1 | $240k | NEW | 341.00 | 702.76 |
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| Linde SHS (LIN) | 0.1 | $238k | -10% | 479.00 | 495.76 |
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| Comfort Systems USA (FIX) | 0.1 | $225k | NEW | 163.00 | 1378.99 |
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| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $220k | NEW | 2.0k | 110.04 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $211k | 2.1k | 100.17 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $204k | NEW | 1.1k | 192.90 |
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| Loews Corporation (L) | 0.1 | $203k | 1.9k | 106.74 |
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| Alight Com Cl A (ALIT) | 0.0 | $31k | 53k | 0.58 |
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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 2026 Q1 filed May 14, 2026
- 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