Power Wealth Management

Power Wealth Management as of March 31, 2026

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
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 11.1 $30M 636k 46.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.3 $22M 269k 82.75
Spdr Series Trust State Street Spd (SPYV) 5.7 $15M 273k 56.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.3 $14M 571k 24.75
Spdr Series Trust State Street Spd (SPYG) 4.7 $13M 129k 97.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $11M 194k 56.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.9 $10M 175k 59.55
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 3.3 $8.8M 83k 105.55
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.5 $6.8M 142k 47.82
Ishares Tr Core S&p500 Etf (IVV) 2.4 $6.5M 10k 653.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $6.3M 191k 32.95
Alphabet Cap Stk Cl A (GOOGL) 1.8 $4.7M 16k 287.56
Amazon (AMZN) 1.2 $3.3M 16k 208.26
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $3.1M 4.8k 650.34
Apple (AAPL) 1.1 $3.1M 12k 253.80
Spdr Series Trust State Street Spd (SPMD) 1.1 $3.0M 51k 59.22
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $2.8M 25k 113.11
Microsoft Corporation (MSFT) 1.0 $2.8M 7.5k 370.18
Charles Schwab Corporation (SCHW) 0.8 $2.3M 24k 93.98
BorgWarner (BWA) 0.8 $2.2M 41k 54.26
Ishares Tr National Mun Etf (MUB) 0.7 $1.9M 18k 106.15
Meta Platforms Cl A (META) 0.7 $1.9M 3.3k 572.06
NVIDIA Corporation (NVDA) 0.7 $1.9M 11k 174.40
Intercontinental Exchange (ICE) 0.7 $1.9M 12k 157.28
Kroger (KR) 0.7 $1.8M 26k 72.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.8M 3.8k 479.14
Anthem (ELV) 0.7 $1.8M 6.2k 292.76
MGM Resorts International. (MGM) 0.7 $1.8M 47k 37.01
Te Connectivity Ord Shs (TEL) 0.6 $1.7M 8.0k 209.01
Verizon Communications (VZ) 0.6 $1.6M 33k 50.20
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.6M 7.6k 215.05
Autodesk (ADSK) 0.6 $1.6M 6.5k 239.40
salesforce (CRM) 0.6 $1.6M 8.3k 186.66
Home Depot (HD) 0.6 $1.5M 4.6k 328.90
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.4M 5.0k 286.87
Eli Lilly & Co. (LLY) 0.5 $1.4M 1.5k 919.48
Citigroup Com New (C) 0.5 $1.2M 11k 113.41
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $1.2M 17k 68.47
Visa Com Cl A (V) 0.4 $1.1M 3.6k 302.25
Deere & Company (DE) 0.4 $1.1M 1.9k 563.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.1M 13k 79.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.1M 1.8k 597.55
Nextera Energy (NEE) 0.4 $953k 10k 92.88
Corteva (CTVA) 0.3 $938k 11k 83.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $915k 2.9k 320.81
Ishares Tr Russell 2000 Etf (IWM) 0.3 $869k 3.5k 248.00
Airbnb Com Cl A (ABNB) 0.3 $853k 6.8k 126.28
Wal-Mart Stores (WMT) 0.3 $823k 6.6k 124.28
Tesla Motors (TSLA) 0.3 $821k 2.2k 371.75
Equifax (EFX) 0.3 $805k 4.5k 180.07
Capital One Financial (COF) 0.3 $781k 4.3k 182.45
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $770k 7.7k 100.57
Jacobs Engineering Group (J) 0.3 $736k 5.8k 127.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $731k 1.7k 426.40
Zoetis Cl A (ZTS) 0.3 $713k 6.0k 118.22
Cigna Corp (CI) 0.3 $672k 2.5k 266.74
Mastercard Incorporated Cl A (MA) 0.2 $645k 1.3k 499.47
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $632k 4.4k 142.43
Netflix (NFLX) 0.2 $628k 6.5k 96.15
Oracle Corporation (ORCL) 0.2 $622k 4.2k 147.10
Fiserv (FISV) 0.2 $591k 11k 55.80
Spdr Gold Tr Gold Shs (GLD) 0.2 $580k 1.3k 430.29
Workday Cl A (WDAY) 0.2 $575k 4.4k 129.92
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $543k 5.5k 99.27
Broadcom (AVGO) 0.2 $525k 1.7k 309.51
Ishares Silver Tr Ishares (SLV) 0.2 $524k 7.7k 68.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $493k 4.6k 106.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $489k 6.6k 73.64
JPMorgan Chase & Co. (JPM) 0.2 $483k 1.6k 294.16
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $481k 4.1k 118.62
Servicenow (NOW) 0.2 $480k 4.6k 104.55
Exxon Mobil Corporation (XOM) 0.2 $468k 2.8k 169.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $455k 2.1k 213.67
Fidelity National Information Services (FIS) 0.2 $418k 8.9k 46.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $321k 5.7k 56.79
Wells Fargo & Company (WFC) 0.1 $317k 4.0k 79.61
Uber Technologies (UBER) 0.1 $290k 4.0k 71.93
Ge Vernova (GEV) 0.1 $278k 318.00 872.90
Coca-Cola Company (KO) 0.1 $276k 3.6k 76.05
Southern Company (SO) 0.1 $272k 2.8k 96.51
Vanguard Index Fds Growth Etf (VUG) 0.1 $265k 606.00 436.79
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $258k 2.8k 93.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $257k 6.7k 38.42
Navios Maritime Partners Com Unit Lpi (NMM) 0.1 $256k 3.8k 67.48
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $244k 3.6k 68.28
Lumentum Hldgs (LITE) 0.1 $240k 341.00 702.76
Linde SHS (LIN) 0.1 $238k 479.00 495.76
Comfort Systems USA (FIX) 0.1 $225k 163.00 1378.99
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.1 $220k 2.0k 110.04
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $211k 2.1k 100.17
Raytheon Technologies Corp (RTX) 0.1 $204k 1.1k 192.90
Loews Corporation (L) 0.1 $203k 1.9k 106.74
Alight Com Cl A (ALIT) 0.0 $31k 53k 0.58