Power Wealth Management

Power Wealth Management as of Dec. 31, 2025

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