Institutions / Power Wealth Management LLC
Power Wealth Management LLC
CIK 2001039 · Institution · as of Dec 31, 2025
Portfolio value
$284.03M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Merrimack Str Tr | $37.56M | 13.2% |
| Vanguard Scottsdale Fds | $32.62M | 11.5% |
| Vanguard Scottsdale Fds | $22.49M | 7.9% |
| SPDR Series Trust | $15.21M | 5.4% |
| Schwab Strategic Tr | $13.45M | 4.7% |
| SPDR Series Trust | $13.44M | 4.7% |
| Vanguard Scottsdale Fds | $11.61M | 4.1% |
| J P Morgan Exchange Traded F | $10.82M | 3.8% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $8.70M | 3.1% |
| J P Morgan Exchange Traded F | $8.00M | 2.8% |
| iShares Tr | $6.90M | 2.4% |
| Schwab Strategic Tr | $6.07M | 2.1% |
| Alphabet Inc. | $5.27M | 1.9% |
| Amazon.com Inc | $3.90M | 1.4% |
| Microsoft Corp | $3.77M | 1.3% |
| Apple Inc. | $3.17M | 1.1% |
| SPDR S&P 500 ETF Tr | $3.10M | 1.1% |
| SPDR Series Trust | $2.90M | 1.0% |
| iShares Tr | $2.89M | 1.0% |
| Schwab Charles Corp | $2.70M | 1.0% |
| Salesforce Inc | $2.38M | 0.8% |
| iShares Tr | $2.31M | 0.8% |
| Meta Platforms Inc | $2.28M | 0.8% |
| Intercontinental Exchange, Inc. | $2.20M | 0.8% |
| Autodesk, Inc. | $2.20M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.