StockDriftsStockDriftsTop 50 Powers Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 11.05% | 1.20M | $35.3M | -0.47%(-5.70K) | $18.01(+69.44%) | 2026-06-30 | |
| DGRO | ISHARES TR | 7.53% | 317.1K | $24.0M | +7.33%(+21.66K) | $57.94(+37.37%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.06% | 710.8K | $22.5M | +3.96%(+27.09K) | $26.09(+31.69%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.33% | 613.6K | $17.0M | +2.50%(+14.97K) | $19.73(+45.25%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.07% | 195.8K | $16.2M | +6.96%(+12.74K) | $84.29(-3.73%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.32% | 407.3K | $13.8M | +6.53%(+24.97K) | $22.68(+57.03%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.87% | 156.1K | $12.3M | +13.36%(+18.40K) | $79.69(-1.33%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.76% | 163.6K | $12.0M | +16.38%(+23.03K) | $74.43(-2.93%) | 2026-06-30 | |
| SHYG | ISHARES TR | 3.34% | 251.5K | $10.7M | +6.45%(+15.25K) | $43.81(-3.62%) | 2026-06-30 | |
| IGSB | ISHARES TR | 3.12% | 190.1K | $10.0M | +0.44%(+837) | $52.87(-1.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.35% | — | — | +23.45% |
| Top 20 Holdings Unweighted | +10.15% | +33.65% | — | — | +20.94% |
Powers Advisory Group, LLC reports $319.09M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (11.1%), DGRO (7.5%) and SCHD (7.1%). The top 20 holdings account for 71.6% of reported assets. Its disclosed equity book has returned +38.35% on a three-year cumulative basis. 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 Powers Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1927474). View Powers Advisory Group, LLC’s 13F filings on SEC