POWER WEALTH MANAGEMENT LLC
Sector Allocation
- Other74.7%$217.1M
- Technology8.8%$25.6M
- Financials7.8%$22.7M
- Consumer Discretionary2.5%$7.3M
- Industrials2.3%$6.6M
- Healthcare1.3%$3.7M
- Consumer Staples1.1%$3.1M
- Utilities0.7%$2.0M
- Communication Services0.4%$1.1M
- Materials0.3%$855,496
AUM History
13fpro.ai/research/fund/power-wealth-management-llc-2001039
Conviction and streaks
Diversifying · top 10 = 61.9%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 — Q2 2026
- FIDELITY$39.4M
- VANGUARD$30.8M
- VANGUARD$22.9M
- SPDR$17.1M
- SCHWAB$16.1M
- SPDR$15.8M
- J$11.2M
- VANGUARD$10.5M
IVZ
$8.8M- ISHARES$7.4M
- SCHWAB$7.1M
- J$6.9M
GOOGL
$5.1MAAPL
$3.7M- SPDR$3.5M
SPY
$3.3MAMZN
$3.3M- ISHARES$3.2M
NVDA
$2.7MMSFT
$2.5M
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 — Q2 2026
$290.9M portfolio (+8.3% QoQ) · 118 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio
Includes $75K of put/call options ($75K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $290.9M. Weights use the stock portfolio.
- 1
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$39.4M
13.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF
$30.8M
10.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$22.9M
7.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500VAL
$17.1M
5.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - INTL EQTY ETF
$16.1M
5.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR P500GRW
$15.8M
5.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$11.2M
3.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$10.5M
3.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.8M
3.0% of stocks
-0.0%This quarter-7.7%Since filed7+ qtrsHeld- 10
ISHARES TR - CORE S&P500 ETF
$7.4M
2.5% of stocks
-1%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 | $39.4M | 13.5% | +4% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $30.8M | 10.6% | +4% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $22.9M | 7.9% | +3% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500VAL | $17.1M | 5.9% | +3% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $16.1M | 5.5% | +2% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR P500GRW | $15.8M | 5.4% | +3% | — | — | — | — | |
| 7 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $11.2M | 3.9% | +2% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $10.5M | 3.6% | +2% | — | — | — | — | |
| 9 | $8.8M | 3.0% | -0.0% | -7.7% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - CORE S&P500 ETF | $7.4M | 2.5% | -1% | — | — | — | — |
All holdings — POWER WEALTH MANAGEMENT LLC (Q2 2026)
118 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 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $7.1M | 2.4% | 194K | +2% | — | — | 13F |
| 12 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETFetf/fund | — | $6.9M | 2.4% | 143K | +1.0% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $5.1M | 1.8% | 14K | -12% | 7+ qtrsTrimmed 4 qtrs in a row | 77.7 | 13F | |
| 14 | Apple Inc. | Technology | $3.7M | 1.3% | 13K | +6% | 7+ qtrsAdded 2 qtrs in a row | 75.7 | 13F | |
| 15 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $3.5M | 1.2% | 52K | +2% | — | — | 13F |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.3M | 1.1% | 4,462 | -3% | 7+ qtrs | — | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $3.3M | 1.1% | 14K | -13% | 7+ qtrsTrimmed 3 qtrs in a row | 67.5 | 13F | |
| 18 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $3.2M | 1.1% | 23K | -8% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $2.7M | 0.9% | 13K | +24% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MICROSOFT CORP | Technology | $2.5M | 0.8% | 6,599 | -12% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BORGWARNER INC | Industrials | $2.1M | 0.7% | 32K | -22% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SCHWAB CHARLES CORP | Financials | $1.8M | 0.6% | 19K | -19% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MGM Resorts International | Consumer Discretionary | $1.7M | 0.6% | 36K | -23% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $1.7M | 0.6% | 4,914 | -1% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $1.7M | 0.6% | 7,067 | -6% | — | — | 13F |
| 26 | $ELV | Elevance Health, Inc. | Healthcare | $1.7M | 0.6% | 4,315 | -22% | |||
| 27 | $META | Meta Platforms, Inc. | Technology | $1.6M | 0.6% | 2,819 | -15% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.6M | 0.5% | 4,452 | -4% | |||
| 29 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.5% | 3,101 | -19% | |||
| 30 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.5M | 0.5% | 14K | -24% | |||
| 31 | — | ISHARES TR - MSCI USA VALUE | — | $1.4M | 0.5% | 6,891 | New | |||
| 32 | $GLD | SPDR GOLD TRUST | Financials | $1.3M | 0.5% | 3,648 | +171% | |||
| 33 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.3M | 0.5% | 19K | +243% | |||
| 34 | — | ISHARES TR - MSCI ACWI EX US | — | $1.3M | 0.5% | 17K | +0.9% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.4% | 1,052 | -29% | |||
| 36 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.2M | 0.4% | 1,758 | -0.3% | |||
| 37 | $C | CITIGROUP INC | Financials | $1.2M | 0.4% | 8,479 | -21% | |||
| 38 | $TEL | TE Connectivity plc | Technology | $1.2M | 0.4% | 5,867 | -27% | |||
| 39 | $KR | KROGER CO | Consumer Staples | $1.1M | 0.4% | 20K | -20% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.1M | 0.4% | 6,121 | New | |||
| 41 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.1M | 0.4% | 9,095 | -23% | |||
| 42 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.4% | 26K | -20% | |||
| 43 | — | ISHARES INC - MSCI EURZONE ETF | — | $1.1M | 0.4% | 16K | New | |||
| 44 | $SLV | iShares Silver Trust | Financials | $1.1M | 0.4% | 20K | +156% | |||
| 45 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.0M | 0.4% | 2,837 | -0.5% | |||
| 46 | $DBP | Invesco DB Precious Metals Fund | Financials | $1.0M | 0.4% | 11K | +468% | |||
| 47 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.0M | 0.4% | 13K | -0.6% | |||
| 48 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.0M | 0.3% | 3,392 | -3% | |||
| 49 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $1.0M | 0.3% | 7,056 | New | |||
| 50 | $ADSK | Autodesk, Inc. | Technology | $1.0M | 0.3% | 5,160 | -21% | |||
| 51 | $CMI | CUMMINS INC | Industrials | $961K | 0.3% | 1,347 | New | |||
| 52 | $WT | WisdomTree, Inc. | Financials | $906K | 0.3% | 17K | New | |||
| 53 | $NEE | NEXTERA ENERGY INC | Utilities | $901K | 0.3% | 10K | — | |||
| 54 | $V | VISA INC. | Financials | $881K | 0.3% | 2,569 | -28% | |||
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | — | $858K | 0.3% | 6,911 | +303% | |||
| 56 | — | ISHARES TR - EUROPE ETF | — | $857K | 0.3% | 12K | New | |||
| 57 | $DE | DEERE & CO | Industrials | $807K | 0.3% | 1,272 | -34% | |||
| 58 | — | ISHARES TR - CORE S&P TTL STK | — | $806K | 0.3% | 4,905 | +11% | |||
| 59 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $796K | 0.3% | 7,897 | +3% | |||
| 60 | $WMT | Walmart Inc. | Consumer Staples | $750K | 0.3% | 6,619 | — | |||
| 61 | $EFX | EQUIFAX INC | Financials | $709K | 0.2% | 4,469 | — | |||
| 62 | $ABNB | Airbnb, Inc. | Technology | $688K | 0.2% | 4,809 | -29% | |||
| 63 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $679K | 0.2% | 3,383 | -21% | |||
| 64 | $AVGO | Broadcom Inc. | Technology | $656K | 0.2% | 1,737 | +2% | |||
| 65 | $TSLA | Tesla, Inc. | Consumer Discretionary | $649K | 0.2% | 1,542 | -30% | |||
| 66 | $CTVA | Corteva, Inc. | Consumer Staples | $638K | 0.2% | 7,537 | -33% | |||
| 67 | $JPM | JPMORGAN CHASE & CO | Financials | $638K | 0.2% | 1,948 | +19% | |||
| 68 | $J | JACOBS SOLUTIONS INC. | Industrials | $587K | 0.2% | 4,658 | -19% | |||
| 69 | — | ISHARES TR - CORE US AGGBD ET | — | $568K | 0.2% | 5,735 | +5% | |||
| 70 | $CI | Cigna Group | Healthcare | $536K | 0.2% | 1,945 | -23% | |||
| 71 | — | ISHARES TR - RUS 1000 VAL ETF | — | $517K | 0.2% | 2,131 | — | |||
| 72 | — | ISHARES TR - SHRT NAT MUN ETF | — | $492K | 0.2% | 4,624 | — | |||
| 73 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $485K | 0.2% | 6,607 | -0.4% | |||
| 74 | $TXN | TEXAS INSTRUMENTS INC | Technology | $467K | 0.2% | 1,567 | New | |||
| 75 | $ORCL | ORACLE CORP | Technology | $443K | 0.1% | 3,021 | -29% | |||
| 76 | $GDDY | GoDaddy Inc. | Technology | $442K | 0.1% | 5,211 | New | |||
| 77 | $LITE | Lumentum Holdings Inc. | Technology | $442K | 0.1% | 515 | +51% | |||
| 78 | $PH | Parker-Hannifin Corp | Industrials | $439K | 0.1% | 449 | New | |||
| 79 | $MA | Mastercard Inc | Financials | $437K | 0.1% | 851 | -34% | |||
| 80 | $WDAY | Workday, Inc. | Technology | $421K | 0.1% | 3,437 | -22% | |||
| 81 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $399K | 0.1% | 647 | New | |||
| 82 | $APH | AMPHENOL CORP /DE/ | Technology | $397K | 0.1% | 2,252 | New | |||
| 83 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $397K | 0.1% | 549 | New | |||
| 84 | $D | DOMINION ENERGY, INC | Utilities | $390K | 0.1% | 5,715 | New | |||
| 85 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $377K | 0.1% | 2,760 | — | |||
| 86 | $SHOP | SHOPIFY INC. | Technology | $355K | 0.1% | 3,111 | -23% | |||
| 87 | $GEV | GE Vernova Inc. | Industrials | $348K | 0.1% | 296 | -7% | |||
| 88 | $FIS | Fidelity National Information Services, Inc. | Financials | $346K | 0.1% | 8,908 | — | |||
| 89 | $FLEX | FLEX LTD. | Technology | $335K | 0.1% | 2,070 | New | |||
| 90 | $EME | EMCOR Group, Inc. | Industrials | $324K | 0.1% | 391 | New | |||
| 91 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $319K | 0.1% | 161 | -1% | |||
| 92 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $316K | 0.1% | 2,750 | — | |||
| 93 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $313K | 0.1% | 3,636 | +500% | |||
| 94 | $NOW | ServiceNow, Inc. | Technology | $295K | 0.1% | 2,969 | -35% | |||
| 95 | $KO | COCA COLA CO | Consumer Staples | $294K | 0.1% | 3,622 | — | |||
| 96 | $MU | MICRON TECHNOLOGY INC | Technology | $293K | 0.1% | 254 | New | |||
| 97 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $290K | 0.1% | 3,574 | — | |||
| 98 | $SO | SOUTHERN CO | Utilities | $271K | 0.1% | 2,831 | +0.6% | |||
| 99 | $NMM | Navios Maritime Partners L.P. | Industrials | $266K | 0.1% | 3,800 | — | |||
| 100 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $261K | 0.1% | 1,098 | New | |||
| 101 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $256K | 0.1% | 2,110 | — | |||
| 102 | $LIN | LINDE PLC | Materials | $249K | 0.1% | 479 | — | |||
| 103 | $WELL | WELLTOWER INC. | Real Estate | $244K | 0.1% | 1,076 | New | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $242K | 0.1% | 2,062 | New | |||
| 105 | $FTI | TechnipFMC plc | Energy | $242K | 0.1% | 3,644 | New | |||
| 106 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $231K | 0.1% | 3,999 | New | |||
| 107 | $UBER | Uber Technologies, Inc | Technology | $227K | 0.1% | 3,141 | -22% | |||
| 108 | $EIX | EDISON INTERNATIONAL | Utilities | $222K | 0.1% | 2,982 | New | |||
| 109 | $PWR | QUANTA SERVICES, INC. | Industrials | $215K | 0.1% | 299 | New | |||
| 110 | $L | LOEWS CORP | Financials | $215K | 0.1% | 1,901 | — | |||
| 111 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $212K | 0.1% | 1,000 | New | |||
| 112 | $ETR | ENTERGY CORP /DE/ | Utilities | $210K | 0.1% | 1,831 | New | |||
| 113 | $HWM | Howmet Aerospace Inc. | Materials | $208K | 0.1% | 773 | New | |||
| 114 | — | ISHARES TR - RUSSELL 3000 ETF | — | $207K | 0.1% | 485 | New | |||
| 115 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $203K | 0.1% | 3,401 | New | |||
| 116 | $RTX | RTX Corp | Industrials | $200K | 0.1% | 1,056 | — | |||
| 117 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $75K | — | 100 | -50% | |||
| 118 | $ALIT | Alight, Inc. / Delaware | Industrials | $28K | 0.0% | 50K | -7% |
What changed in Q2 2026
Against the previous quarter's 13F: 29 new, 27 added to, 47 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (29)
- ISHARES TR - MSCI USA VALUE$1.4M
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR INDL ETF$1.1M
first bought this quarter
- ISHARES INC - MSCI EURZONE ETF$1.1M
first bought this quarter
- FIRST TR EXCHANGE-TRADED ALP - COM SHS$1.0M
first bought this quarter
$CMICUMMINS INC$961K
first bought this quarter
$WTWisdomTree, Inc.$906K
first bought this quarter
+23 more in the Excel export
Added to (27)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+4%
now $39.4M
- VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF+4%
now $30.8M
- ISHARES TR - MSCI EMG MKT ETF+243%
now $1.3M
$DBPInvesco DB Precious Metals Fund+468%
now $1.0M · held 2 qtrs, 2 adds in a row
$GLDSPDR GOLD TRUST+171%
now $1.3M · held 4 qtrs, 4 adds in a row
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+3%
now $22.9M
+21 more in the Excel export
Trimmed (47)
now $5.1M · held 7+ qtrs, 4 trims in a row
$BWABORGWARNER INC-22%
now $2.1M · held 7+ qtrs, 5 trims in a row
$MGMMGM Resorts International-23%
now $1.7M · held 7+ qtrs, 3 trims in a row
now $3.3M · held 7+ qtrs, 3 trims in a row
$LLYELI LILLY & Co-29%
now $1.3M · held 5 qtrs, 3 trims in a row
$ELVElevance Health, Inc.-22%
now $1.7M · held 7+ qtrs
+41 more in the Excel export
Holdings by quarter
Every 13F POWER WEALTH MANAGEMENT LLC has filed, 10 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of POWER WEALTH MANAGEMENT's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-6.2%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 21% over the last 4
Top 10 weight
62%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
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 118 positions worth $290.9M in its Form 13F-HR for Q2 2026 — $290.9M in common stock plus $74,677 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 29 new positions and exited 7 and a full exit from $CRM. The portfolio is most concentrated in Other (74.7% 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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