Institutions / Powers Advisory Group, LLC

Powers Advisory Group, LLC

CIK 1927474 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$265.52M
Positions
126
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Schwab Strategic Trโ€”$32.27M1,199,07212.2%
iShares Trโ€”$18.76M270,2527.1%
Schwab Strategic Trโ€”$17.57M640,5626.6%
Schwab Strategic Trโ€”$13.77M572,5935.2%
Vanguard Scottsdale Fdsโ€”$13.76M164,3525.2%
Schwab Strategic Trโ€”$11.82M362,4994.5%
Vanguard Scottsdale Fdsโ€”$9.94M124,6223.7%
iShares Trโ€”$9.45M178,7963.6%
iShares Trโ€”$9.37M218,5673.5%
Vanguard Bd Index Fdsโ€”$8.21M110,8343.1%
Microsoft Corpโ€”$6.98M14,4362.6%
Fidelity Covington Trustโ€”$6.57M115,8742.5%
WisdomTree Trโ€”$5.55M84,2882.1%
Schwab Strategic Trโ€”$5.45M191,4842.1%
Schwab Strategic Trโ€”$5.34M177,6072.0%
WisdomTree Trโ€”$3.62M40,4761.4%
Walmart Inc.โ€”$3.58M32,1441.3%
iShares Trโ€”$3.47M68,1701.3%
Apple Inc.โ€”$2.96M10,8961.1%
ELI LILLY & Coโ€”$2.47M2,2940.9%
WisdomTree Trโ€”$2.42M46,8450.9%
Lockheed Martin Corpโ€”$2.19M4,5280.8%
Dimensional ETF Trustโ€”$2.12M30,4190.8%
Johnson & Johnsonโ€”$2.11M10,1950.8%
Franklin Templeton ETF Trโ€”$2.11M54,1680.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.