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CIK: 0002001039
Total reported value
$290.9M
$290.9M
94 檔
41.7%
The Q4 2025 SEC filing reveals that Power Wealth Management LLC held a total portfolio value of $290.9M, covering 94 public equity positions.
In Q4 2025, Power Wealth Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 13.22% | -0.57% | +4.58% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 11.49% | -0.51% | +4.03% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.92% | -0.40% | +5.87% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.35% | +0.13% | +1.94% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.73% | +0.29% | -0.75% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.73% | +0.72% | +1.24% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.09% | -0.27% | +5.62% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.81% | -0.24% | +1.75% | |
| 9 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 3.06% | -0.25% | +3.63% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.82% | -0.15% | +6.13% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | +0.10% | -0.45% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.14% | +0.07% | +0.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | +0.01% | -5.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.10% | -1.46% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.19% | -0.87% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.14% | -3.26% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.01% | -7.18% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.02% | +0.09% | +1.94% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.03% | -3.35% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.95% | -0.22% | -2.63% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.58% | EXIT | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.81% | — | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.15% | +0.82% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 0.77% | -0.31% | +11.20% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 0.77% | -0.24% | +0.15% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | -0.21% | -1.33% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.15% | -1.09% | |
| 28 | TEL | TE Connectivity plc | Stock-Tech | 0.71% | -0.22% | -1.50% | |
| 29 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.70% | -0.10% | -3.02% | |
| 30 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.70% | -0.05% | -3.96% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 0.67% | -0.10% | +8.84% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.03% | -11.58% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.07% | -8.50% | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 0.59% | -0.30% | +0.63% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.07% | +0.23% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.03% | -1.48% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.22% | -2.65% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.10% | +2.70% | |
| 39 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.47% | — | +22.13% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.46% | -0.04% | -5.99% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.46% | -0.06% | -1.87% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | +4.60% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | +0.01% | +2.83% | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.39% | -0.08% | +2.75% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.37% | -0.04% | -4.74% | |
| 46 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.37% | — | -81.52% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.36% | -0.03% | +0.30% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.03% | -7.65% | |
| 49 | EFX | Equifax Inc | Stock-Industrials | 0.34% | -0.06% | -0.69% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.34% | -0.12% | +1.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.30% | Trim |
| 2 | VCIT | Vanguard Int-term Corporate | +0.2% | +5.87% | Add |
| 3 | FISV | Fiserv Inc | +0.1% | +328.54% | Add |
| 4 | LLY | Eli Lilly & Co | +0.1% | -8.50% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | +0.23% | Add |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +4.03% | Add |
| 7 | CRM | Salesforce Inc | +0.1% | +4.99% | Add |
| 8 | FBND | Fidelity Total Bond ETF | +0.1% | +4.58% | Add |
| 9 | VGIT | Vanguard Intermediate-term T | +0.1% | +5.62% | Add |
| 10 | ELV | Elevance Health Inc | +0.1% | +8.84% | Add |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +1.94% | Add |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +6.13% | Add |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +39.04% | Add |
| 14 | ABNB | Airbnb Inc-class A | 0% | +2.75% | Add |
| 15 | COF | Capital One Financial CORP | 0% | -1.87% | Trim |
| 16 | ICE | Intercontinental Exchange In | 0% | +11.20% | Add |
| 17 | C | Citigroup Inc | 0% | -5.99% | Trim |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | +1.24% | Add |
| 19 | TBLL | Invesco Short Term Treasury | — | +3.63% | Add |
| 20 | AMZN | Amazon.com Inc | — | -1.46% | Trim |
| 21 | AAPL | Apple Inc | — | -3.26% | Trim |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | -0.45% | Trim |
| 23 | WFC | Wells Fargo & Co | 0% | -34.66% | Trim |
| 24 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.75% | Trim |
| 25 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | +1.75% | Add |
| 26 | J | Jacobs Solutions Inc | -0.1% | -1.55% | Trim |
| 27 | CHTR | Charter Communications Inc-a | -0.1% | +22.13% | Add |
| 28 | KR | Kroger Co | -0.1% | +0.63% | Add |
| 29 | NOW | Servicenow Inc | -0.1% | +409.48% | Add |
| 30 | MINT | Pimco Enhanced Short Maturit | -0.1% | -18.01% | Trim |
| 31 | EFX | Equifax Inc | -0.1% | -0.69% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -11.58% | Trim |
| 33 | ADSK | Autodesk Inc | -0.1% | +0.15% | Add |
| 34 | NFLX | Netflix Inc | -0.1% | +787.67% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.18% | Trim |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +0.32% | Add |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +0.82% | Add |
| 38 | ORCL | Oracle CORP | -0.1% | +0.33% | Add |
| 39 | HD | Home Depot Inc | -0.1% | -1.48% | Trim |
| 40 | MSFT | Microsoft CORP | -0.2% | -0.87% | Trim |
| 41 | WBD | Warner Bros Discovery Inc | -1% | -81.52% | Trim |
| 42 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 43 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 44 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 45 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 47 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 48 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 49 | GM | General Motors Co | — | NEW | New buy |
| 50 | L | Loews CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Power Wealth Management LLC reported a total U.S. public equity portfolio value of $290.9M across 94 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, VMBS, VCIT) accounted for 41.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IJR
市值: $2.3M
Top Position Liquidated / Trimmed
MSTR
前期市值: $266.5K
During Q4 2025, Power Wealth Management LLC's top holdings by market value included FBND (13.2%)、VMBS (11.5%)、VCIT (7.9%). The largest single position, FBND, represented 13.2% of total portfolio value.
In Q4 2025, Power Wealth Management LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 2 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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