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CIK: 0002001039
Total reported value
$290.9M
$290.9M
94 檔
41.1%
In Q1 2026, Power Wealth Management LLC's U.S. equity holdings reached a combined market value of $290.9M, distributed across 94 disclosed stock positions.
Power Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 8 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 14.10% | -0.57% | +1.83% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 11.11% | -0.51% | -8.21% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.27% | -0.40% | +0.03% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.74% | +0.13% | +1.77% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.25% | +0.29% | +2.01% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.71% | +0.72% | +2.57% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.10% | -0.24% | +2.73% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.87% | -0.27% | -9.87% | |
| 9 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 3.27% | -0.25% | +1.23% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.53% | -0.15% | -13.48% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | +0.10% | -0.80% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.34% | +0.07% | +3.24% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.01% | -2.73% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | -0.10% | -4.95% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.01% | +5.65% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.14% | +3.91% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.13% | +0.09% | +2.63% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.03% | +7.27% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.19% | -3.31% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.22% | -11.08% | |
| 21 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.82% | -0.10% | -8.42% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.21% | -8.09% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.15% | -3.97% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.22% | +30.22% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | -0.31% | -13.33% | |
| 26 | KR | Kroger Co | Stock-Consumer Staples | 0.69% | -0.30% | -4.49% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.15% | -6.34% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 0.67% | -0.10% | +12.91% | |
| 29 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.65% | -0.05% | -12.54% | |
| 30 | TEL | TE Connectivity plc | Stock-Tech | 0.63% | -0.22% | -9.07% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.23% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.03% | -3.13% | |
| 33 | ADSK | Autodesk Inc | Stock-Tech | 0.58% | -0.24% | -12.09% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.58% | EXIT | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.03% | +0.74% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.07% | -3.64% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.07% | -5.57% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.45% | -0.04% | -4.86% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.44% | +0.01% | +0.90% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | -0.10% | -6.18% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.40% | -0.12% | -7.32% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.39% | -0.03% | +3.92% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | -5.37% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.04% | -22.56% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.35% | -0.13% | -6.98% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.02% | +3.26% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.03% | -11.27% | |
| 48 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.32% | -0.08% | -16.65% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | -0.94% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.09% | +28.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +0.9% | +1.83% | Add |
| 2 | SCHF | Schwab Intl Equity ETF | +0.5% | +2.01% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.4% | +1.77% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +0.4% | +0.03% | Add |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +2.73% | Add |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | +3.24% | Add |
| 7 | TBLL | Invesco Short Term Treasury | +0.2% | +1.23% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +30.22% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | +87.60% | Add |
| 10 | BWA | Borgwarner Inc | +0.1% | -8.42% | Trim |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.63% | Add |
| 12 | SLV | Ishares Silver Trust | +0.1% | +101.52% | Add |
| 13 | KR | Kroger Co | +0.1% | -4.49% | Trim |
| 14 | CTVA | Corteva Inc | +0.1% | -6.98% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.65% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +7.81% | Add |
| 17 | DE | Deere & Co | +0.1% | -7.32% | Trim |
| 18 | AVGO | Broadcom Inc | +0.1% | +40.48% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -0.94% | Trim |
| 20 | TSLA | Tesla Inc | 0% | +28.99% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | 0% | +7.27% | Add |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +0.90% | Add |
| 23 | NFLX | Netflix Inc | 0% | +8.12% | Add |
| 24 | WFC | Wells Fargo & Co | 0% | +40.80% | Add |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.92% | Add |
| 26 | AAPL | Apple Inc | 0% | +3.91% | Add |
| 27 | KO | Coca-cola Co/the | 0% | +18.02% | Add |
| 28 | ITOT | Ishares Core S&p Total U.s. | 0% | +4.06% | Add |
| 29 | HD | Home Depot Inc | 0% | +0.74% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.26% | Add |
| 31 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | — | Unchanged |
| 32 | LIN | Linde plc | 0% | -10.97% | Trim |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 34 | UBER | Uber Technologies Inc | 0% | +12.18% | Add |
| 35 | L | Loews CORP | 0% | — | Unchanged |
| 36 | VTWO | Vanguard Russell 2000 ETF | 0% | — | Unchanged |
| 37 | SUB | Ishares Short-term National | 0% | — | Unchanged |
| 38 | IVV | Ishares Core S&p 500 ETF | — | -0.80% | Trim |
| 39 | ELV | Elevance Health Inc | — | +12.91% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | — | -3.13% | Trim |
| 41 | MINT | Pimco Enhanced Short Maturit | — | -7.27% | Trim |
| 42 | CI | THE Cigna Group | — | -2.36% | Trim |
| 43 | VUG | Vanguard Growth ETF | — | +0.66% | Add |
| 44 | RDVY | First Trust Rising Dividend | — | — | Unchanged |
| 45 | C | Citigroup Inc | 0% | -4.86% | Trim |
| 46 | BND | Vanguard Total Bond Market | 0% | -7.41% | Trim |
| 47 | SO | Southern Co/the | 0% | -19.07% | Trim |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.57% | Add |
| 49 | MUB | Ishares National Muni Bond E | 0% | -8.09% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | 0% | -5.37% | Trim |
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 Q1 2026.
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 41.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VZ
市值: $1.6M
Top Position Liquidated / Trimmed
IJR
前期市值: $2.3M
During Q1 2026, Power Wealth Management LLC's top holdings by market value included FBND (14.1%)、VMBS (11.1%)、VCIT (8.3%). The largest single position, FBND, represented 14.1% of total portfolio value.
In Q1 2026, Power Wealth Management LLC made 91 total portfolio adjustments, initiating 8 new buys, adding to 32 positions, trimming 43 holdings, and fully liquidating 8 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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