StockDriftsStockDriftsTop 50 Power Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 13.54% | 865.5K | $39.4M | +4.20%(+34.89K) | $45.26(-0.75%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 10.6% | 658.9K | $30.8M | +3.59%(+22.82K) | $45.74(+0.92%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.88% | 277.2K | $22.9M | +3.20%(+8.61K) | $80.74(+0.61%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 5.88% | 281.1K | $17.1M | +3.18%(+8.65K) | $49.44(+28.21%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.54% | 581.9K | $16.1M | +1.97%(+11.27K) | $19.36(+46.00%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 5.43% | 132.7K | $15.8M | +2.70%(+3.50K) | $78.86(+55.69%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.86% | 198.7K | $11.2M | +2.29%(+4.46K) | $56.07(+3.09%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.6% | 177.5K | $10.5M | +1.68%(+2.94K) | $59.85(-2.47%) | 2026-06-30 | |
| TBLL | INVESCO EXCH TRADED FD TR II | 3.02% | 83.3K | $8.8M | -0.01%(-11) | $105.55(+0.16%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.54% | 9.8K | $7.4M | -1.49%(-149) | $453.53(+71.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.85% |
Power Wealth Management LLC reports $290.94M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are FBND (13.5%), VMBS (10.6%) and VCIT (7.9%). The top 20 holdings account for 76.11% of reported assets. Its disclosed equity book has returned +21.01% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Power Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001039). View Power Wealth Management LLC’s 13F filings on SEC