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Power Wealth Management Llc

Portfolio Manager
Power Wealth Management Llc
Performance
+2.06% (2025 Q4)
AUM (13F)
$268.76M
# of Holdings
94
Performance Rank
Allocation (Top 20)
77.11%

Power Wealth Management Llc Holdings Map

Top 50 Power Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FBND
FIDELITY MERRIMACK STR TR
14.12%830.7K$37.9M
+1.83%(+14.93K)
2025-Q1: 817.2K shares2025-Q2: 830.0K shares2025-Q3: 780.0K shares2025-Q4: 815.7K shares2026-Q1: 830.7K shares
$45.25(+0.54%)
2026-03-31
VMBS
VANGUARD SCOTTSDALE FDS
11.12%636.0K$29.9M
-8.21%(-56.87K)
2025-Q1: 610.0K shares2025-Q2: 618.6K shares2025-Q3: 666.1K shares2025-Q4: 692.9K shares2026-Q1: 636.0K shares
$45.70(+2.14%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
8.28%268.6K$22.2M
+0.03%(+79)
2025-Q1: 267.2K shares2025-Q2: 272.6K shares2025-Q3: 253.6K shares2025-Q4: 268.5K shares2026-Q1: 268.6K shares
$80.69(+2.20%)
2026-03-31
SPYV
SPDR SERIES TRUST
5.74%272.5K$15.4M
+1.77%(+4.73K)
2025-Q1: 224.7K shares2025-Q2: 237.2K shares2025-Q3: 262.6K shares2025-Q4: 267.7K shares2026-Q1: 272.5K shares
$49.17(+22.67%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
5.26%570.6K$14.1M
+2.01%(+11.22K)
2025-Q1: 537.7K shares2025-Q2: 551.6K shares2025-Q3: 563.6K shares2025-Q4: 559.4K shares2026-Q1: 570.6K shares
$19.24(+41.82%)
2026-03-31
SPYG
SPDR SERIES TRUST
4.71%129.2K$12.7M
+2.57%(+3.24K)
2025-Q1: 118.1K shares2025-Q2: 120.8K shares2025-Q3: 124.4K shares2025-Q4: 126.0K shares2026-Q1: 129.2K shares
$78.11(+53.98%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
4.1%194.3K$11.0M
+2.73%(+5.16K)
2025-Q1: 171.2K shares2025-Q2: 173.4K shares2025-Q3: 185.8K shares2025-Q4: 189.1K shares2026-Q1: 194.3K shares
$56.07(-0.13%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
3.87%174.6K$10.4M
-9.87%(-19.13K)
2025-Q1: 7.4K shares2025-Q2: 7.4K shares2025-Q3: 183.4K shares2025-Q4: 193.7K shares2026-Q1: 174.6K shares
$59.86(-1.57%)
2026-03-31
TBLL
INVESCO EXCH TRADED FD TR II
3.28%83.3K$8.8M
+1.23%(+1.01K)
2025-Q1: 100.7K shares2025-Q2: 101.1K shares2025-Q3: 79.4K shares2025-Q4: 82.3K shares2026-Q1: 83.3K shares
$105.55(+0.18%)
2026-03-31
JPIB
J P MORGAN EXCHANGE TRADED F
2.53%142.1K$6.8M
-13.48%(-22.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 154.8K shares2025-Q4: 164.3K shares2026-Q1: 142.1K shares
$48.83(-1.96%)
2026-03-31

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