POWER WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, POWER WEALTH MANAGEMENT LLC held in its portfolio 91 assets valued at $284,029,436 (i.e. $284.03M).
The most valuable assets in the portfolio included: FIDELITY MERRIMACK STR TR ($37.56M), VANGUARD SCOTTSDALE FDS ($32.62M), and SPDR SERIES TRUST ($31.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 91 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
POWER WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | 815728 | 37556097 | TOTAL BD ETF |
| VANGUARD SCOTTSDALE FDS | 692918 | 32622603 | MTG-BKD SECS ETF |
| SPDR SERIES TRUST | 448248 | 31760973 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 268487 | 22485791 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 559379 | 13447472 | INTL EQTY ETF |
| VANGUARD SCOTTSDALE FDS | 193735 | 11610539 | INTER TERM TREAS |
| J P MORGAN EXCHANGE TRADED F | 189100 | 10824067 | EQUITY PREMIUM |
| INVESCO EXCH TRADED FD TR II | 82328 | 8697991 | SHORT TERM TREAS |
| J P MORGAN EXCHANGE TRADED F | 164298 | 8001313 | INTL BD OPP ETF |
| ISHARES TR | 10076 | 6901455 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 185275 | 6067756 | EMRG MKTEQ ETF |
| ALPHABET INC | 16832 | 5268487 | CAP STK CL A |
| AMAZON COM INC | 16883 | 3896934 | COM |
| MICROSOFT CORP | 7787 | 3765721 | COM |
| APPLE INC | 11653 | 3168062 | COM |
| SPDR S&P 500 ETF TR | 4551 | 3103418 | TR UNIT |
| ISHARES TR | 23438 | 2888968 | S&P 500 GRWT ETF |
| SCHWAB CHARLES CORP | 27057 | 2703309 | COM |
| SALESFORCE INC | 8970 | 2376272 | COM |
| ISHARES TR | 19183 | 2305413 | CORE S&P SCP ETF |
| META PLATFORMS INC | 3447 | 2275362 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 13579 | 2199190 | COM |
| AUTODESK INC | 7426 | 2198170 | COM |
| ISHARES TR | 19468 | 2085217 | NATIONAL MUN ETF |
| BERKSHIRE HATHAWAY INC DEL | 4070 | 2045786 | CL B NEW |
| TE CONNECTIVITY PLC | 8844 | 2012098 | ORD SHS |
| BORGWARNER INC | 44338 | 1997872 | COM |
| MGM RESORTS INTERNATIONAL | 54202 | 1977831 | COM |
| ELEVANCE HEALTH INC FORMERLY | 5454 | 1912073 | COM |
| VANGUARD SPECIALIZED FUNDS | 7798 | 1713934 | DIV APP ETF |
| ELI LILLY & CO | 1561 | 1677598 | COM |
| KROGER CO | 26746 | 1671080 | COM |
| ALPHABET INC | 5163 | 1620178 | CAP STK CL C |
| HOME DEPOT INC | 4599 | 1582548 | COM |
| NVIDIA CORPORATION | 8230 | 1534895 | COM |
| VISA INC | 3802 | 1333412 | COM CL A |
| CHARTER COMMUNICATIONS INC N | 6375 | 1330781 | CL A |
| CITIGROUP INC | 11276 | 1315775 | COM NEW |
| CAPITAL ONE FINL CORP | 5412 | 1311723 | COM |
| VANGUARD INDEX FDS | 1863 | 1168343 | S&P 500 ETF SHS |
| ISHARES TR | 16924 | 1136108 | MSCI ACWI EX US |
| AIRBNB INC | 8104 | 1099875 | COM CL A |
| NEXTERA ENERGY INC | 13251 | 1063790 | COM |
| WARNER BROS DISCOVERY INC | 36069 | 1039509 | COM SER A |
| VANGUARD SCOTTSDALE FDS | 12789 | 1019667 | SHRT TRM CORP BD |
| ISHARES TR | 3947 | 971594 | RUSSELL 2000 ETF |
| EQUIFAX INC | 4469 | 969684 | COM |
| DEERE & CO | 2064 | 960948 | COM |
| WORKDAY INC | 4346 | 933434 | CL A |
| VANGUARD INDEX FDS | 2762 | 926016 | TOTAL STK MKT |
| ZOETIS INC | 6731 | 846926 | CL A |
| PIMCO ETF TR | 8252 | 828006 | ENHAN SHRT MA AC |
| JACOBS SOLUTIONS INC | 6166 | 816777 | COM |
| ISHARES TR | 1715 | 811710 | RUS 1000 GRW ETF |
| CORTEVA INC | 12051 | 807793 | COM |
| MASTERCARD INCORPORATED | 1357 | 774687 | CL A |
| TESLA INC | 1711 | 769471 | COM |
| ORACLE CORP | 3941 | 768145 | COM |
| WALMART INC | 6682 | 744442 | COM |
| FISERV INC | 10602 | 712136 | COM |
| THE CIGNA GROUP | 2580 | 710167 | COM |
| SHOPIFY INC | 4330 | 697000 | CL A SUB VTG SHS |
| SERVICENOW INC | 4351 | 666530 | COM |
| ISHARES TR | 6386 | 637834 | CORE US AGGBD ET |
| ISHARES TR | 4262 | 633717 | CORE S&P TTL STK |
| FIDELITY NATL INFORMATION SV | 8908 | 592026 | COM |
| NETFLIX INC | 6045 | 566779 | COM |
| JPMORGAN CHASE & CO. | 1720 | 554218 | COM |
| VANGUARD BD INDEX FDS | 7167 | 530860 | TOTAL BND MRKT |
| ISHARES TR | 4624 | 493381 | SHRT NAT MUN ETF |
| ISHARES TR | 2131 | 448235 | RUS 1000 VAL ETF |
| BROADCOM INC | 1208 | 418089 | COM |
| ISHARES BITCOIN TRUST ETF | 6696 | 332456 | SHS BEN INT |
| EXXON MOBIL CORP | 2560 | 308070 | COM |
| SOUTHERN CO | 3477 | 303160 | COM |
| UBER TECHNOLOGIES INC | 3595 | 293747 | COM |
| VANGUARD INDEX FDS | 602 | 293692 | GROWTH ETF |
| SPDR GOLD TR | 718 | 284551 | GOLD SHS |
| FIRST TR EXCHANGE TRADED FD | 2750 | 266310 | NASD TECH DIV |
| WELLS FARGO CO NEW | 2826 | 263383 | COM |
| FIRST TR EXCHANGE TRADED FD | 3574 | 248286 | RISNG DIVD ACHIV |
| ISHARES SILVER TR | 3812 | 245569 | ISHARES |
| VANGUARD INTL EQUITY INDEX F | 4307 | 231544 | FTSE EMR MKT ETF |
| LINDE PLC | 538 | 229398 | SHS |
| IQVIA HLDGS INC | 979 | 220676 | COM |
| COCA COLA CO | 3069 | 214554 | COM |
| GENERAL MTRS CO | 2634 | 214165 | COM |
| VANGUARD SCOTTSDALE FDS | 2110 | 209987 | VNG RUS2000IDX |
| LOEWS CORP | 1901 | 200194 | COM |
| VIATRIS INC | 16073 | 200109 | COM |
| ALIGHT INC | 53089 | 103524 | COM CL A |
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