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CIK: 0002001039
Total reported value
$290.9M
$290.9M
90 檔
39.1%
At the close of Q2 2025, Power Wealth Management LLC disclosed equity holdings valued at approximately $290.9M, spread across 90 reported holdings.
During Q2 2025, Power Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 14.60% | -0.57% | +1.57% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 11.02% | -0.51% | +1.42% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.69% | -0.40% | +2.00% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.77% | +0.13% | +5.57% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.69% | +0.29% | +2.60% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.43% | +0.72% | +2.30% | |
| 7 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 4.10% | -0.25% | +0.43% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.79% | -0.24% | +1.27% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.60% | — | -0.27% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | +0.10% | -2.05% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.08% | +0.07% | +2.12% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.56% | -0.02% | +142.49% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.19% | +2.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.10% | +0.60% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.01% | -27.24% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.01% | +0.79% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.13% | -0.22% | -4.31% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.15% | -3.15% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.03% | — | -20.12% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.03% | +0.03% | -4.10% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.99% | +0.09% | +4.59% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.14% | -0.09% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | -0.21% | -2.43% | |
| 24 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.90% | — | -0.68% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 0.89% | -0.24% | -1.82% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.03% | -0.08% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.85% | -0.31% | +0.61% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.58% | EXIT | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.15% | -7.68% | |
| 30 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.76% | — | -3.41% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 0.76% | -0.30% | -4.24% | |
| 32 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.75% | -0.05% | -4.34% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.03% | -10.37% | |
| 34 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.65% | -0.10% | -3.02% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.60% | -0.10% | -0.86% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.22% | +0.90% | |
| 37 | COF | Capital One Financial CORP | Stock-Financials | 0.46% | -0.06% | +0.57% | |
| 38 | EFX | Equifax Inc | Stock-Industrials | 0.45% | -0.06% | +0.69% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.44% | -0.04% | -4.67% | |
| 40 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.44% | — | -21.89% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.42% | — | -21.11% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | +0.03% | — | |
| 43 | VTRS | Viatris Inc | Stock-Healthcare | 0.40% | — | -23.87% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.03% | -3.46% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | -8.55% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | -0.04% | -0.02% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.38% | +0.01% | -4.95% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.38% | -0.03% | -3.66% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.38% | -0.08% | — | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.36% | -0.27% | EXIT |
According to official SEC Form 13F filings, Power Wealth Management LLC reported a total U.S. public equity portfolio value of $290.9M across 90 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FBND, VMBS, VCIT) accounted for 39.1% of total reported equity market value during Q2 2025.
During Q2 2025, Power Wealth Management LLC's top holdings by market value included FBND (14.6%)、VMBS (11.0%)、VCIT (8.7%). The largest single position, FBND, represented 14.6% of total portfolio value.
In Q2 2025, Power Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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