Powers Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Powers Advisory Group, LLC held in its portfolio 126 assets valued at $265,523,286 (i.e. $265.52M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($32.27M), ISHARES TR ($18.76M), and SCHWAB STRATEGIC TR ($17.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 126 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Powers Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1199072 | 32267026 | US LRG CAP ETF |
| ISHARES TR | 270252 | 18760916 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 640562 | 17570609 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 572593 | 13765141 | INTL EQTY ETF |
| VANGUARD SCOTTSDALE FDS | 164352 | 13764517 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 362499 | 11824727 | US LCAP GR ETF |
| VANGUARD SCOTTSDALE FDS | 124622 | 9936116 | SHRT TRM CORP BD |
| ISHARES TR | 178796 | 9454707 | ISHS 1-5YR INVS |
| ISHARES TR | 218567 | 9369977 | 0-5YR HI YL CP |
| VANGUARD BD INDEX FDS | 110834 | 8209500 | TOTAL BND MRKT |
| MICROSOFT CORP | 14436 | 6981705 | COM |
| FIDELITY COVINGTON TRUST | 115874 | 6568886 | HIGH DIVID ETF |
| WISDOMTREE TR | 84288 | 5550339 | TRUE DEVELOPED I |
| SCHWAB STRATEGIC TR | 191484 | 5453451 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 177607 | 5340654 | US MID-CAP ETF |
| WISDOMTREE TR | 40476 | 3619805 | US QTLY DIV GRT |
| WALMART INC | 32144 | 3581189 | COM |
| ISHARES TR | 68170 | 3467102 | FLTG RATE NT ETF |
| APPLE INC | 10896 | 2962063 | COM |
| ELI LILLY & CO | 2294 | 2465678 | COM |
| WISDOMTREE TR | 46845 | 2417224 | US MIDCAP DIVID |
| LOCKHEED MARTIN CORP | 4528 | 2190060 | COM |
| DIMENSIONAL ETF TRUST | 30419 | 2119295 | US SMALL CAP ETF |
| JOHNSON & JOHNSON | 10195 | 2109876 | COM |
| FRANKLIN TEMPLETON ETF TR | 54168 | 2106612 | INTL COR DIV TIL |
| JPMORGAN CHASE & CO. | 6332 | 2040423 | COM |
| MCDONALDS CORP | 6460 | 1974363 | COM |
| PROCTER AND GAMBLE CO | 13320 | 1908921 | COM |
| WASTE MGMT INC DEL | 8296 | 1822681 | COM |
| SCHWAB STRATEGIC TR | 70428 | 1645897 | US AGGREGATE B |
| WISDOMTREE TR | 49056 | 1640911 | US SMALLCAP DIVD |
| INVESCO QQQ TR | 2559 | 1572054 | UNIT SER 1 |
| ISHARES TR | 2154 | 1475139 | CORE S&P500 ETF |
| AMAZON COM INC | 6223 | 1436379 | COM |
| SOUTHERN CO | 15193 | 1324861 | COM |
| EXXON MOBIL CORP | 10065 | 1211223 | COM |
| WISDOMTREE TR | 12819 | 1195979 | WISDOMTREE US VA |
| PEPSICO INC | 8250 | 1184084 | COM |
| PACER FDS TR | 19401 | 1167342 | US CASH COWS 100 |
| ALPHABET INC | 3693 | 1156029 | CAP STK CL A |
| VANGUARD INDEX FDS | 3965 | 1150745 | MID CAP ETF |
| SPDR S&P 500 ETF TR | 1676 | 1142898 | TR UNIT |
| COCA COLA CO | 15932 | 1113804 | COM |
| DEERE & CO | 2095 | 975578 | COM |
| VANGUARD SCOTTSDALE FDS | 15474 | 927365 | INTER TERM TREAS |
| PAYCHEX INC | 8021 | 899817 | COM |
| CHEVRON CORP NEW | 5880 | 896204 | COM |
| VANGUARD BD INDEX FDS | 11232 | 885184 | SHORT TRM BOND |
| TARGET CORP | 8894 | 869344 | COM |
| DUKE ENERGY CORP NEW | 7354 | 862009 | COM NEW |
| US BANCORP DEL | 15791 | 842610 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 12508 | 781393 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 9796 | 762904 | INTERMED TERM |
| PHILIP MORRIS INTL INC | 4623 | 741453 | COM |
| ENTERPRISE PRODS PARTNERS L | 23082 | 740023 | COM |
| STARBUCKS CORP | 8667 | 729809 | COM |
| COLGATE PALMOLIVE CO | 8926 | 705336 | COM |
| SYSCO CORP | 9309 | 686013 | COM |
| SPDR DOW JONES INDL AVERAGE | 1371 | 658861 | UT SER 1 |
| VERIZON COMMUNICATIONS INC | 15883 | 646901 | COM |
| REALTY INCOME CORP | 11265 | 634996 | COM |
| CORNING INC | 7153 | 626356 | COM |
| NVIDIA CORPORATION | 3313 | 617852 | COM |
| CONSOLIDATED EDISON INC | 5989 | 594873 | COM |
| BROADCOM INC | 1705 | 590119 | COM |
| BLACKROCK INC | 547 | 585033 | COM |
| CLOROX CO DEL | 5693 | 574073 | COM |
| BANK AMERICA CORP | 10323 | 567772 | COM |
| ALTRIA GROUP INC | 9778 | 563801 | COM |
| AMGEN INC | 1611 | 527245 | COM |
| WISDOMTREE TR | 5909 | 520436 | US LARGECAP DIVD |
| VISA INC | 1469 | 515141 | COM CL A |
| UNILEVER PLC | 7849 | 513325 | SPON ADR NEW |
| KIMBERLY-CLARK CORP | 4881 | 492487 | COM |
| UNITED PARCEL SERVICE INC | 4928 | 488793 | CL B |
| CARDINAL HEALTH INC | 2170 | 445971 | COM |
| TORONTO DOMINION BK ONT | 4538 | 427480 | COM NEW |
| ISHARES TR | 2901 | 409498 | SELECT DIVID ETF |
| AFLAC INC | 3671 | 404753 | COM |
| PNC FINL SVCS GROUP INC | 1898 | 396077 | COM |
| GENERAL MLS INC | 8495 | 395008 | COM |
| LOWES COS INC | 1622 | 391201 | COM |
| ABBOTT LABS | 3090 | 387164 | COM |
| MASTERCARD INCORPORATED | 668 | 381223 | CL A |
| HOME DEPOT INC | 1081 | 371828 | COM |
| CISCO SYS INC | 4813 | 370745 | COM |
| ENBRIDGE INC | 7717 | 369104 | COM |
| MERCK & CO INC | 3502 | 368589 | COM |
| ALPHABET INC | 1122 | 352198 | CAP STK CL C |
| EMERSON ELEC CO | 2600 | 345062 | COM |
| MEDTRONIC PLC | 3519 | 338035 | SHS |
| AT&T INC | 13443 | 333918 | COM |
| PFIZER INC | 13398 | 333607 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1078 | 327593 | SPONSORED ADS |
| WELLS FARGO CO NEW | 3510 | 327101 | COM |
| PROLOGIS INC. | 2483 | 317003 | COM |
| AIR PRODS & CHEMS INC | 1282 | 316558 | COM |
| AMERICAN CENTY ETF TR | 3055 | 311594 | US SML CP VALU |
| SALESFORCE INC | 1168 | 309385 | COM |
| NEXTERA ENERGY INC | 3786 | 303933 | COM |
| AMERICAN ELEC PWR CO INC | 2622 | 302366 | COM |
| NIKE INC | 4744 | 302241 | CL B |
| ARCHER DANIELS MIDLAND CO | 5225 | 300393 | COM |
| PALO ALTO NETWORKS INC | 1584 | 291773 | COM |
| META PLATFORMS INC | 440 | 290670 | CL A |
| ABBVIE INC | 1230 | 280938 | COM |
| AMEREN CORP | 2735 | 273115 | COM |
| DARDEN RESTAURANTS INC | 1477 | 271715 | COM |
| PIMCO ETF TR | 5137 | 269217 | INTER MUN BD ACT |
| BP PLC | 7751 | 269205 | SPONSORED ADR |
| MORGAN STANLEY | 1443 | 256143 | COM NEW |
| GSK PLC | 5183 | 254192 | SPONSORED ADR |
| PHILLIPS 66 | 1873 | 241720 | COM |
| UNION PAC CORP | 1041 | 240858 | COM |
| SPDR INDEX SHS FDS | 5093 | 238405 | PORTFOLIO EMG MK |
| VANGUARD WORLD FD | 1285 | 237688 | UTILITIES ETF |
| TEXAS INSTRS INC | 1296 | 224787 | COM |
| UNITEDHEALTH GROUP INC | 658 | 217148 | COM |
| VANGUARD INDEX FDS | 841 | 217034 | SMALL CP ETF |
| ADOBE INC | 614 | 214894 | COM |
| CATERPILLAR INC | 372 | 213288 | COM |
| ISHARES TR | 1057 | 210984 | U.S. TECH ETF |
| WISDOMTREE TR | 2033 | 207026 | US HIGH DIVIDEND |
| INTERNATIONAL BUSINESS MACHS | 697 | 206415 | COM |
| RTX CORPORATION | 1125 | 206342 | COM |
| BERKSHIRE HATHAWAY INC DEL | 410 | 206087 | CL B NEW |
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