POWER WEALTH MANAGEMENT LLC
Sector Allocation
- Other74.0%$218.5M
- Technology9.8%$28.9M
- Financials7.0%$20.5M
- Industrials2.9%$8.6M
- Consumer Discretionary1.7%$5.2M
- Consumer Staples1.4%$4.1M
- Healthcare1.1%$3.1M
- Energy0.8%$2.4M
- Utilities0.6%$1.8M
- Communication Services0.4%$1.1M
AUM History
13fpro.ai/research/fund/power-wealth-management-llc-2001039
Conviction and streaks
Diversifying · top 10 = 57.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- FIDELITY$39.8M
- VANGUARD$22.9M
- SPDR$19.4M
- SPDR$18.5M
- SCHWAB$17.8M
- J$12.1M
- VANGUARD$11.1M
- VANGUARD$10.8M
IVZ
$9.0M- SCHWAB$8.0M
- ISHARES$7.7M
- J$7.4M
- JANUS$7.3M
GOOGL
$4.9MAAPL
$4.4M- ISHARES$4.3M
- SPDR$3.7M
MSFT
$3.4MSPY
$3.4MAMZN
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/power-wealth-management-llc-2001039
POWER WEALTH MANAGEMENT LLC 13F holdings — Q3 2026
$295.4M portfolio (+1.6% QoQ) · 129 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio
- 1
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$39.8M
13.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF
$22.9M
7.8% of stocks
-22%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST STR P500VAL
$19.4M
6.6% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500GRW
$18.5M
6.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - INTL EQTY ETF
$17.8M
6.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$12.1M
4.1% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$11.1M
3.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$10.8M
3.7% of stocks
-50%This quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
3.0% of stocks
+2%This quarter0.0%Since filed8+ qtrsHeld- 10
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF
$8.0M
2.7% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $39.8M | 13.5% | +6% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $22.9M | 7.8% | -22% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST STR P500VAL | $19.4M | 6.6% | +13% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500GRW | $18.5M | 6.3% | +13% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $17.8M | 6.0% | +12% | — | — | — | — | |
| 6 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $12.1M | 4.1% | +8% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $11.1M | 3.7% | +10% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $10.8M | 3.7% | -50% | — | — | — | — | |
| 9 | $9.0M | 3.0% | +2% | 0.0% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $8.0M | 2.7% | +13% | — | — | — | — |
All holdings — POWER WEALTH MANAGEMENT LLC (Q3 2026)
129 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $7.7M | 2.6% | 10K | +3% | — | — | 13F |
| 12 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETFetf/fund | — | $7.4M | 2.5% | 159K | +11% | — | — | 13F |
| 13 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $7.3M | 2.5% | 145K | New | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $4.9M | 1.7% | 14K | -0.6% | 8+ qtrs | 77.7 | 13F | |
| 15 | Apple Inc. | Technology | $4.4M | 1.5% | 13K | +2% | 8+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 16 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $4.3M | 1.5% | 30K | +31% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $3.7M | 1.2% | 58K | +11% | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $3.4M | 1.2% | 6,708 | +2% | 8+ qtrs | 79.8 | 13F | |
| 19 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.4M | 1.1% | 4,456 | -0.1% | 8+ qtrs | — | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $3.4M | 1.1% | 13K | -3% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | NVIDIA CORP | Technology | $3.2M | 1.1% | 14K | +5% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $2.5M | 0.8% | 11K | +49% | — | — | 13F |
| 23 | Meta Platforms, Inc. | Technology | $2.0M | 0.7% | 2,754 | -2% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SCHWAB CHARLES CORP | Financials | $1.9M | 0.7% | 20K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $1.7M | 0.6% | 4,974 | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.6% | 3,278 | +6% | |||
| 27 | — | ISHARES TR - MSCI USA VALUE | — | $1.4M | 0.5% | 7,030 | +2% | |||
| 28 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.3M | 0.5% | 20K | +4% | |||
| 29 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.3M | 0.5% | 13K | -2% | |||
| 30 | $BWA | BORGWARNER INC | Industrials | $1.3M | 0.5% | 22K | -30% | |||
| 31 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.3M | 0.5% | 8,735 | -4% | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.4% | 1,868 | +6% | |||
| 33 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.4% | 6,372 | New | |||
| 34 | — | ISHARES TR - MSCI ACWI EX US | — | $1.3M | 0.4% | 17K | -3% | |||
| 35 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.4% | 4,432 | -0.4% | |||
| 36 | $TEL | TE Connectivity plc | Technology | $1.2M | 0.4% | 5,899 | +0.5% | |||
| 37 | $FAST | FASTENAL CO | Industrials | $1.2M | 0.4% | 25K | New | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.4% | 1,048 | -0.4% | |||
| 39 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.2M | 0.4% | 3,920 | New | |||
| 40 | $KR | KROGER CO | Consumer Staples | $1.1M | 0.4% | 20K | -4% | |||
| 41 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.4% | 25K | -4% | |||
| 42 | $C | CITIGROUP INC | Financials | $1.1M | 0.4% | 8,216 | -3% | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.1M | 0.4% | 2,838 | +0.0% | |||
| 44 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.4% | 5,541 | New | |||
| 45 | — | ISHARES INC - MSCI EURZONE ETF | — | $1.1M | 0.4% | 16K | -0.7% | |||
| 46 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.0M | 0.3% | 6,142 | +0.3% | |||
| 47 | $ADSK | Autodesk, Inc. | Technology | $1.0M | 0.3% | 4,824 | -7% | |||
| 48 | — | ISHARES TR - MSCI USA MMENTM | — | $1.0M | 0.3% | 3,156 | New | |||
| 49 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $955K | 0.3% | 7,097 | +0.6% | |||
| 50 | $V | VISA INC. | Financials | $919K | 0.3% | 2,557 | -0.5% | |||
| 51 | $WT | WisdomTree, Inc. | Financials | $908K | 0.3% | 16K | -3% | |||
| 52 | — | ISHARES TR - RUSSELL 2000 ETF | — | $861K | 0.3% | 3,099 | -9% | |||
| 53 | — | ISHARES TR - RUS 1000 GRW ETF | — | $859K | 0.3% | 6,860 | -0.7% | |||
| 54 | $DE | DEERE & CO | Industrials | $825K | 0.3% | 1,229 | -3% | |||
| 55 | — | ISHARES TR - CORE S&P TTL STK | — | $797K | 0.3% | 4,792 | -2% | |||
| 56 | $NEE | NEXTERA ENERGY INC | Utilities | $777K | 0.3% | 10K | — | |||
| 57 | — | ISHARES TR - SP SMCP600VL ETF | — | $775K | 0.3% | 6,050 | New | |||
| 58 | $CMI | CUMMINS INC | Industrials | $768K | 0.3% | 1,487 | +10% | |||
| 59 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $756K | 0.3% | 9,785 | -26% | |||
| 60 | $ABNB | Airbnb, Inc. | Technology | $752K | 0.3% | 4,683 | -3% | |||
| 61 | — | ISHARES TR - S&P SML 600 GWT | — | $743K | 0.3% | 4,637 | New | |||
| 62 | $WMT | Walmart Inc. | Consumer Staples | $724K | 0.2% | 6,964 | +5% | |||
| 63 | $AVGO | Broadcom Inc. | Technology | $697K | 0.2% | 1,985 | +14% | |||
| 64 | $CI | Cigna Group | Healthcare | $690K | 0.2% | 2,539 | +31% | |||
| 65 | $PH | Parker-Hannifin Corp | Industrials | $658K | 0.2% | 689 | +53% | |||
| 66 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $639K | 0.2% | 6,353 | -20% | |||
| 67 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $624K | 0.2% | 3,231 | -4% | |||
| 68 | $EFX | EQUIFAX INC | Financials | $613K | 0.2% | 4,469 | — | |||
| 69 | $J | JACOBS SOLUTIONS INC. | Industrials | $610K | 0.2% | 4,506 | -3% | |||
| 70 | $JPM | JPMORGAN CHASE & CO | Financials | $605K | 0.2% | 1,829 | -6% | |||
| 71 | — | ISHARES TR - SHRT NAT MUN ETF | — | $582K | 0.2% | 5,563 | +20% | |||
| 72 | $TXN | TEXAS INSTRUMENTS INC | Technology | $567K | 0.2% | 2,023 | +29% | |||
| 73 | $CTVA | Corteva, Inc. | Consumer Staples | $557K | 0.2% | 7,172 | -5% | |||
| 74 | $SHOP | SHOPIFY INC. | Technology | $556K | 0.2% | 3,751 | +21% | |||
| 75 | $TSLA | Tesla, Inc. | Consumer Discretionary | $536K | 0.2% | 1,511 | -2% | |||
| 76 | — | ISHARES TR - RUS 1000 VAL ETF | — | $536K | 0.2% | 2,162 | +1% | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $532K | 0.2% | 1,871 | New | |||
| 78 | $APH | AMPHENOL CORP /DE/ | Technology | $531K | 0.2% | 6,302 | +180% | |||
| 79 | $WDAY | Workday, Inc. | Technology | $525K | 0.2% | 2,759 | -20% | |||
| 80 | — | ISHARES TR - CORE US AGGBD ET | — | $494K | 0.2% | 5,224 | -9% | |||
| 81 | $LITE | Lumentum Holdings Inc. | Technology | $490K | 0.2% | 504 | -2% | |||
| 82 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $477K | 0.2% | 2,933 | +6% | |||
| 83 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $462K | 0.2% | 6,589 | -0.3% | |||
| 84 | $D | DOMINION ENERGY, INC | Utilities | $459K | 0.2% | 7,589 | +33% | |||
| 85 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $457K | 0.1% | 5,070 | +39% | |||
| 86 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $425K | 0.1% | 2,050 | New | |||
| 87 | $EME | EMCOR Group, Inc. | Industrials | $418K | 0.1% | 554 | +42% | |||
| 88 | $GEV | GE Vernova Inc. | Industrials | $381K | 0.1% | 401 | +35% | |||
| 89 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $369K | 0.1% | 223 | +39% | |||
| 90 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $368K | 0.1% | 719 | +31% | |||
| 91 | $ORCL | ORACLE CORP | Technology | $358K | 0.1% | 2,608 | -14% | |||
| 92 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $354K | 0.1% | 910 | +41% | |||
| 93 | $FTI | TechnipFMC plc | Energy | $351K | 0.1% | 5,169 | +42% | |||
| 94 | $WELL | WELLTOWER INC. | Real Estate | $348K | 0.1% | 1,510 | +40% | |||
| 95 | $NMM | Navios Maritime Partners L.P. | Industrials | $342K | 0.1% | 3,800 | — | |||
| 96 | $NOW | ServiceNow, Inc. | Technology | $334K | 0.1% | 2,489 | -16% | |||
| 97 | $FLEX | FLEX LTD. | Technology | $328K | 0.1% | 2,980 | +44% | |||
| 98 | $CSCO | CISCO SYSTEMS, INC. | Technology | $323K | 0.1% | 3,002 | +46% | |||
| 99 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $318K | 0.1% | 1,431 | +30% | |||
| 100 | $KO | COCA COLA CO | Consumer Staples | $315K | 0.1% | 3,654 | +0.9% | |||
| 101 | $SO | SOUTHERN CO | Utilities | $308K | 0.1% | 3,719 | +31% | |||
| 102 | $GLD | SPDR GOLD TRUST | Financials | $307K | 0.1% | 807 | -78% | |||
| 103 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $300K | 0.1% | 2,658 | -3% | |||
| 104 | $GDDY | GoDaddy Inc. | Technology | $297K | 0.1% | 3,112 | -40% | |||
| 105 | $FIS | Fidelity National Information Services, Inc. | Financials | $293K | 0.1% | 8,908 | — | |||
| 106 | $MU | MICRON TECHNOLOGY INC | Technology | $289K | 0.1% | 271 | +7% | |||
| 107 | $JNJ | JOHNSON & JOHNSON | Healthcare | $280K | 0.1% | 1,059 | New | |||
| 108 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $280K | 0.1% | 3,574 | — | |||
| 109 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $271K | 0.1% | 739 | New | |||
| 110 | $PWR | QUANTA SERVICES, INC. | Industrials | $271K | 0.1% | 422 | +41% | |||
| 111 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $266K | 0.1% | 1,229 | New | |||
| 112 | $ETR | ENTERGY CORP /DE/ | Utilities | $258K | 0.1% | 2,603 | +42% | |||
| 113 | $IBKR | Interactive Brokers Group, Inc. | Financials | $256K | 0.1% | 2,999 | New | |||
| 114 | $HWM | Howmet Aerospace Inc. | Materials | $248K | 0.1% | 1,095 | +42% | |||
| 115 | $SLV | iShares Silver Trust | Financials | $241K | 0.1% | 4,413 | -78% | |||
| 116 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $240K | 0.1% | 2,137 | +1% | |||
| 117 | $TRGP | Targa Resources Corp. | Energy | $236K | 0.1% | 872 | New | |||
| 118 | $LIN | LINDE PLC | Materials | $229K | 0.1% | 483 | +0.8% | |||
| 119 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $227K | 0.1% | 3,473 | New | |||
| 120 | $CNC | CENTENE CORP | Healthcare | $223K | 0.1% | 3,592 | New | |||
| 121 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $217K | 0.1% | 609 | New | |||
| 122 | $UBER | Uber Technologies, Inc | Technology | $215K | 0.1% | 3,143 | +0.1% | |||
| 123 | $SNDK | Sandisk Corp | Technology | $214K | 0.1% | 123 | New | |||
| 124 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $211K | 0.1% | 3,999 | — | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $210K | 0.1% | 198 | New | |||
| 126 | — | ISHARES TR - RUSSELL 3000 ETF | — | $209K | 0.1% | 485 | — | |||
| 127 | $ELAN | Elanco Animal Health Inc | Healthcare | $209K | 0.1% | 9,328 | New | |||
| 128 | $RTX | RTX Corp | Industrials | $205K | 0.1% | 1,105 | +5% | |||
| 129 | $ADI | ANALOG DEVICES INC | Technology | $202K | 0.1% | 509 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 22 new, 59 added to, 41 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
- JANUS DETROIT STR TR - HENDRSON AAA CL$7.3M
first bought this quarter
$CVXCHEVRON CORP$1.3M
first bought this quarter
$FASTFASTENAL CO$1.2M
first bought this quarter
$NSCNORFOLK SOUTHERN CORP$1.2M
first bought this quarter
$PMPhilip Morris International Inc.$1.1M
first bought this quarter
- ISHARES TR - MSCI USA MMENTM$1.0M
first bought this quarter
+16 more in the Excel export
Added to (59)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+6%
now $39.8M
- SPDR SERIES TRUST - ST STR P500VAL+13%
now $19.4M
- SPDR SERIES TRUST - ST STR P500GRW+13%
now $18.5M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+12%
now $17.8M
- ISHARES TR - S&P 500 GRWT ETF+31%
now $4.3M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+10%
now $11.1M
+53 more in the Excel export
Trimmed (41)
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-50%
now $10.8M
- VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF-22%
now $22.9M
$GLDSPDR GOLD TRUST-78%
now $307K · held 5 qtrs
$SLViShares Silver Trust-78%
now $241K · held 4 qtrs
$BWABORGWARNER INC-30%
now $1.3M · held 8+ qtrs, 6 trims in a row
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-26%
now $756K
+35 more in the Excel export
Holdings by quarter
Every 13F POWER WEALTH MANAGEMENT LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow POWER WEALTH MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of POWER WEALTH MANAGEMENT's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 21% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
77%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
POWER WEALTH MANAGEMENT LLC disclosed 129 positions worth $295.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 22 new positions and exited 11 and a full exit from $MGM. The portfolio is most concentrated in Other (74.0% of disclosed assets). All figures are sourced directly from POWER WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 2001039.
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AI-Powered Hedge Fund Analysis: POWER WEALTH MANAGEMENT LLC
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Every holding in POWER WEALTH MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.