§ 13F · FUND PROFILE
POWER WEALTH MANAGEMENT LLC.
AUM · $291M (13F)Positions · 118Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 866K | $39M | 13.5% | +4% |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | 659K | $31M | 10.6% | +4% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 277K | $23M | 7.9% | +3% |
| 4 | SPYV | SPDR SERIES TRUST | 281K | $17M | 5.9% | +3% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 582K | $16M | 5.5% | +2% |
| 6 | SPYG | SPDR SERIES TRUST | 133K | $16M | 5.4% | +3% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 199K | $11M | 3.9% | +2% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 178K | $10M | 3.6% | +2% |
| 9 | TBLL | INVESCO EXCH TRADED FD TR II | 83K | $9M | 3.0% | ±0% |
| 10 | IVV | ISHARES TR | 10K | $7M | 2.5% | −1% |
§ 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 $291 million in assets. The fund runs a portfolio of 118 positions.
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