Power Wealth Management

Power Wealth Management as of June 30, 2026

Portfolio Holdings for Power Wealth Management

Power Wealth Management holds 117 positions in its portfolio as reported in the June 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) 13.5 $39M 866k 45.49
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 10.6 $31M 659k 46.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.9 $23M 277k 82.65
Spdr Series Trust St Str P500val (SPYV) 5.9 $17M 281k 60.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.5 $16M 582k 27.70
Spdr Series Trust ST STR P500GRW (SPYG) 5.4 $16M 133k 118.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.9 $11M 199k 56.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.6 $11M 178k 58.98
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) 3.0 $8.8M 83k 105.57
Ishares Tr Core S&p500 Etf (IVV) 2.5 $7.4M 9.8k 748.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $7.1M 194k 36.26
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.4 $6.9M 144k 48.35
Alphabet Cap Stk Cl A (GOOGL) 1.8 $5.1M 14k 357.38
Apple (AAPL) 1.3 $3.7M 13k 289.37
Spdr Series Trust St Str P400mid (SPMD) 1.2 $3.5M 52k 67.56
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) 1.2 $3.4M 4.6k 746.77
Amazon (AMZN) 1.1 $3.3M 14k 238.34
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $3.2M 23k 137.53
NVIDIA Corporation (NVDA) 0.9 $2.7M 13k 200.09
Microsoft Corporation (MSFT) 0.8 $2.5M 6.6k 373.01
BorgWarner (BWA) 0.7 $2.1M 32k 66.40
Charles Schwab Corporation (SCHW) 0.6 $1.8M 19k 92.27
MGM Resorts International. (MGM) 0.6 $1.7M 36k 47.81
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.7M 4.9k 353.34
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.7M 7.1k 236.61
Anthem (ELV) 0.6 $1.7M 4.3k 386.71
Meta Platforms Cl A (META) 0.5 $1.6M 2.8k 563.31
Home Depot (HD) 0.5 $1.6M 4.5k 352.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.6M 3.1k 500.39
Ishares Tr National Mun Etf (MUB) 0.5 $1.5M 14k 107.62
Ishares Tr Msci Usa Value (VLUE) 0.5 $1.4M 6.9k 199.82
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.3M 3.6k 368.38
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.3M 19k 68.41
Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $1.3M 17k 76.11
Eli Lilly & Co. (LLY) 0.4 $1.3M 1.1k 1199.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 1.8k 686.81
Citigroup Com New (C) 0.4 $1.2M 8.5k 139.95
Te Connectivity Ord Shs (TEL) 0.4 $1.2M 5.9k 201.61
Kroger (KR) 0.4 $1.1M 20k 55.53
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.4 $1.1M 6.1k 185.24
Intercontinental Exchange (ICE) 0.4 $1.1M 9.1k 123.11
Verizon Communications (VZ) 0.4 $1.1M 26k 42.34
Ishares Msci Eurzone Etf (EZU) 0.4 $1.1M 16k 69.50
Ishares Silver Tr Ishares (SLV) 0.4 $1.1M 20k 53.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.0M 2.8k 370.04
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.4 $1.0M 11k 92.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.0M 13k 79.03
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.0M 3.4k 300.45
First Tr Exchange-traded A Com Shs (FYX) 0.3 $1.0M 7.1k 144.30
Autodesk (ADSK) 0.3 $1.0M 5.2k 194.42
Cummins (CMI) 0.3 $961k 1.3k 713.21
Wisdomtree Tr Itl High Div Fd (DTH) 0.3 $906k 17k 54.11
Nextera Energy (NEE) 0.3 $901k 10k 87.77
Visa Com Cl A (V) 0.3 $881k 2.6k 343.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $858k 6.9k 124.17
Ishares Tr Europe Etf (IEV) 0.3 $857k 12k 72.85
Deere & Company (DE) 0.3 $807k 1.3k 634.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $806k 4.9k 164.27
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $796k 7.9k 100.81
Wal-Mart Stores (WMT) 0.3 $750k 6.6k 113.26
Equifax (EFX) 0.2 $709k 4.5k 158.72
Airbnb Com Cl A (ABNB) 0.2 $688k 4.8k 143.10
Capital One Financial (COF) 0.2 $679k 3.4k 200.60
Broadcom (AVGO) 0.2 $656k 1.7k 377.75
Tesla Motors (TSLA) 0.2 $649k 1.5k 420.60
Corteva (CTVA) 0.2 $638k 7.5k 84.69
JPMorgan Chase & Co. (JPM) 0.2 $638k 1.9k 327.33
Jacobs Engineering Group (J) 0.2 $587k 4.7k 126.01
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $568k 5.7k 98.98
Cigna Corp (CI) 0.2 $536k 1.9k 275.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $517k 2.1k 242.43
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $492k 4.6k 106.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $485k 6.6k 73.41
Texas Instruments Incorporated (TXN) 0.2 $467k 1.6k 298.15
Oracle Corporation (ORCL) 0.2 $443k 3.0k 146.56
Godaddy Cl A (GDDY) 0.2 $442k 5.2k 84.88
Lumentum Hldgs (LITE) 0.2 $442k 515.00 858.06
Parker-Hannifin Corporation (PH) 0.2 $439k 449.00 978.12
Mastercard Incorporated Cl A (MA) 0.2 $437k 851.00 513.61
Workday Cl A (WDAY) 0.1 $421k 3.4k 122.42
Carpenter Technology Corporation (CRS) 0.1 $399k 647.00 616.84
Amphenol Corp Cl A (APH) 0.1 $397k 2.3k 176.32
Applied Materials (AMAT) 0.1 $397k 549.00 723.00
Dominion Resources (D) 0.1 $390k 5.7k 68.29
Exxon Mobil Corporation (XOM) 0.1 $377k 2.8k 136.72
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $355k 3.1k 114.18
Ge Vernova (GEV) 0.1 $348k 296.00 1174.86
Fidelity National Information Services (FIS) 0.1 $346k 8.9k 38.88
Flex Ord (FLEX) 0.1 $336k 2.1k 162.07
Emcor (EME) 0.1 $325k 391.00 829.88
Comfort Systems USA (FIX) 0.1 $319k 161.00 1981.95
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $316k 2.8k 114.88
Vanguard Index Fds Growth Etf (VUG) 0.1 $313k 3.6k 86.14
Servicenow (NOW) 0.1 $295k 3.0k 99.28
Coca-Cola Company (KO) 0.1 $294k 3.6k 81.27
Micron Technology (MU) 0.1 $293k 254.00 1154.29
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $290k 3.6k 81.06
Southern Company (SO) 0.1 $271k 2.8k 95.72
Navios Maritime Partners Com Unit Lpi (NMM) 0.1 $266k 3.8k 70.07
Cardinal Health (CAH) 0.1 $261k 1.1k 237.56
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $256k 2.1k 121.42
Linde SHS (LIN) 0.1 $249k 479.00 518.94
Welltower Inc Com reit (WELL) 0.1 $244k 1.1k 226.97
Cisco Systems (CSCO) 0.1 $242k 2.1k 117.46
Technipfmc (FTI) 0.1 $242k 3.6k 66.30
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $231k 4.0k 57.67
Uber Technologies (UBER) 0.1 $227k 3.1k 72.16
Edison International (EIX) 0.1 $222k 3.0k 74.45
Quanta Services (PWR) 0.1 $215k 299.00 720.04
Loews Corporation (L) 0.1 $215k 1.9k 113.21
Quest Diagnostics Incorporated (DGX) 0.1 $212k 1.0k 211.95
Entergy Corporation (ETR) 0.1 $210k 1.8k 114.86
Howmet Aerospace (HWM) 0.1 $208k 773.00 268.86
Ishares Tr Russell 3000 Etf (IWV) 0.1 $207k 485.00 426.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $203k 3.4k 59.69
Raytheon Technologies Corp (RTX) 0.1 $200k 1.1k 189.73
Alight Com Cl A (ALIT) 0.0 $28k 50k 0.56