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CIK: 0001927474
Total reported value
$319.1M
$319.1M
125 檔
32.1%
At the close of Q1 2026, Powers Advisory Group, LLC disclosed equity holdings valued at approximately $319.1M, spread across 125 reported holdings.
In Q1 2026, Powers Advisory Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.88% | +0.17% | +0.39% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.40% | -0.34% | +6.73% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.31% | +0.22% | +9.33% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.34% | -0.27% | +11.40% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.22% | +0.11% | +4.55% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.93% | +0.39% | +5.48% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.85% | +0.02% | +10.52% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.65% | +0.11% | +26.81% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 3.53% | -0.19% | +8.10% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.51% | -0.39% | +5.87% | |
| 11 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.74% | +0.21% | +21.45% | |
| 12 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 2.01% | -0.11% | -0.77% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.97% | +0.21% | +0.18% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.97% | +0.13% | +1.44% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.25% | +0.73% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.50% | -0.05% | +22.29% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.32% | -1.84% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.37% | +0.07% | +9.33% | |
| 19 | DIVI | Franklin International Core | ETF-Other | 1.10% | +0.24% | +44.85% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.96% | -0.01% | -1.80% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.28% | -0.97% | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.88% | -0.05% | +1.10% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.87% | +0.12% | +14.28% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.09% | -1.78% | |
| 25 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.86% | +0.22% | +100.83% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.02% | -3.40% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.17% | +0.34% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.10% | +0.38% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.66% | -0.10% | -1.07% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.01% | -0.71% | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.62% | — | -0.40% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.19% | -0.70% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | +12.91% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.07% | +0.04% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.52% | -0.07% | +0.28% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.51% | -0.04% | -11.51% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | +0.08% | +22.93% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.02% | +2.09% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.11% | +1.25% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.45% | -0.06% | +4.69% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.44% | +0.01% | +34.08% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.14% | +0.07% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.02% | -1.59% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.42% | -0.03% | +0.19% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.03% | +7.80% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.01% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | +0.08% | +30.24% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.37% | -0.03% | -3.56% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.34% | -0.05% | -0.56% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.31% | +0.13% | -8.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +6.73% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.6% | +26.81% | Add |
| 3 | WTV | Wisdomtree U.s. Value Fund | +0.4% | +100.83% | Add |
| 4 | DIVI | Franklin International Core | +0.3% | +44.85% | Add |
| 5 | FDVV | Fidelity High Dividend ETF | +0.3% | +21.45% | Add |
| 6 | DGRO | Ishares Core Dividend Growth | +0.2% | +9.33% | Add |
| 7 | FLOT | Ishares Floating Rate Bond E | +0.2% | +22.29% | Add |
| 8 | VCIT | Vanguard Int-term Corporate | +0.2% | +11.40% | Add |
| 9 | LMT | Lockheed Martin CORP | +0.1% | -0.97% | Trim |
| 10 | XOM | Exxon Mobil CORP | +0.1% | -0.70% | Trim |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +10.52% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +0.07% | Add |
| 13 | VGIT | Vanguard Intermediate-term T | +0.1% | +34.08% | Add |
| 14 | DVY | Ishares Select Dividend ETF | +0.1% | +56.64% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +30.24% | Add |
| 16 | DFAS | Dimensional US Small Cap ETF | +0.1% | +14.28% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.78% | Trim |
| 18 | GLW | Corning Inc | +0.1% | -8.78% | Trim |
| 19 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +95.07% | Add |
| 20 | AVUV | Avantis US Small Cap Value | +0.1% | +56.17% | Add |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +22.93% | Add |
| 22 | DE | Deere & Co | +0.1% | +0.19% | Add |
| 23 | SCHF | Schwab Intl Equity ETF | 0% | +4.55% | Add |
| 24 | TGT | Target CORP | 0% | -3.56% | Trim |
| 25 | VZ | Verizon Communications Inc | 0% | -0.59% | Trim |
| 26 | WMT | Walmart Inc | 0% | -1.84% | Trim |
| 27 | EPD | Enterprise Products Partners | 0% | +1.12% | Add |
| 28 | PSX | Phillips 66 | 0% | +0.05% | Add |
| 29 | BP | Bp Plc-spons Adr | 0% | +0.67% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +15.21% | Add |
| 31 | SO | Southern Co/the | 0% | +0.28% | Add |
| 32 | DUK | Duke Energy CORP | 0% | -0.56% | Trim |
| 33 | ED | Consolidated Edison Inc | 0% | +0.48% | Add |
| 34 | NEE | Nextera Energy Inc | 0% | +4.52% | Add |
| 35 | ADM | Archer-daniels-midland Co | 0% | -4.75% | Trim |
| 36 | AEP | American Electric Power | 0% | +4.54% | Add |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +9.33% | Add |
| 38 | PEP | Pepsico Inc | 0% | +1.25% | Add |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +4.69% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | +3.68% | Add |
| 41 | MO | Altria Group Inc | 0% | -3.02% | Trim |
| 42 | APD | Air Products & Chemicals Inc | 0% | +1.64% | Add |
| 43 | T | At&t Inc | 0% | -1.51% | Trim |
| 44 | NVDA | Nvidia CORP | 0% | +15.45% | Add |
| 45 | DHS | Wisdomtree US High Dividend | 0% | +15.40% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | +33.86% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.66% | Add |
| 48 | UNP | Union Pacific CORP | 0% | +8.17% | Add |
| 49 | AEE | Ameren Corporation | 0% | +0.33% | Add |
| 50 | TXN | Texas Instruments Inc | 0% | +0.15% | Add |
According to official SEC Form 13F filings, Powers Advisory Group, LLC reported a total U.S. public equity portfolio value of $319.1M across 125 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 SCHX, SCHD, DGRO) accounted for 32.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VWO
市值: $221.9K
Top Position Liquidated / Trimmed
UNH
前期市值: $217.1K
During Q1 2026, Powers Advisory Group, LLC's top holdings by market value included SCHX (10.9%)、SCHD (7.4%)、DGRO (7.3%). The largest single position, SCHX, represented 10.9% of total portfolio value.
In Q1 2026, Powers Advisory Group, LLC made 125 total portfolio adjustments, initiating 3 new buys, adding to 76 positions, trimming 42 holdings, and fully liquidating 4 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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