§ 13F · FUND PROFILE
POWER WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $275M (13F)Positions · 89Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 831K | $38M | 14.1% | +2% |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | 636K | $30M | 11.1% | −8% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 269K | $22M | 8.3% | ±0% |
| 4 | SPYV | SPDR SERIES TRUST | 272K | $15M | 5.7% | +2% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 571K | $14M | 5.3% | +2% |
| 6 | SPYG | SPDR SERIES TRUST | 129K | $13M | 4.7% | +3% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 194K | $11M | 4.1% | +3% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 175K | $10M | 3.9% | −10% |
| 9 | TBLL | INVESCO EXCH TRADED FD TR II | 83K | $9M | 3.3% | +1% |
| 10 | JPIB | J P MORGAN EXCHANGE TRADED F | 142K | $7M | 2.5% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POWER SIGNAL
AC read
POWER WEALTH MANAGEMENT LLC is a Other fund managing $275 million in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed