Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
POWER WEALTH MANAGEMENT LLC (CIK 2001039) reported $268.8M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($37.9M, 14.10%), VMBS ($29.9M, 11.11%), VCIT ($22.2M, 8.27%), SPYV ($15.4M, 5.74%), SCHF ($14.1M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $37.9M | 14.10% | 830,657 | Added |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | $29.9M | 11.11% | 636,044 | Trimmed |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $22.2M | 8.27% | 268,566 | Added |
| 4 | SPYV | SPDR SERIES TRUST | $15.4M | 5.74% | 272,460 | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $14.1M | 5.25% | 570,600 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $12.7M | 4.71% | 129,220 | Added |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $11.0M | 4.10% | 194,262 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $10.4M | 3.87% | 174,607 | Trimmed |
| 9 | TBLL | INVESCO EXCH TRADED FD TR II | $8.8M | 3.27% | 83,337 | Added |
| 10 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.8M | 2.53% | 142,145 | Trimmed |
| 11 | IVV | ISHARES TR | $6.5M | 2.43% | 9,995 | Trimmed |
| 12 | SCHE | SCHWAB STRATEGIC TR | $6.3M | 2.34% | 191,274 | Added |
| 13 | GOOGL | ALPHABET INC | $4.7M | 1.75% | 16,372 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $3.3M | 1.24% | 16,048 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 1.16% | 4,808 | Added |
| 16 | AAPL | APPLE INC | $3.1M | 1.14% | 12,109 | Added |
| 17 | SPMD | SPDR SERIES TRUST | $3.0M | 1.13% | 51,420 | Added |
| 18 | IVW | ISHARES TR | $2.8M | 1.06% | 25,141 | Added |
| 19 | MSFT | MICROSOFT CORP | $2.8M | 1.04% | 7,529 | Trimmed |
| 20 | SCHW | SCHWAB CHARLES CORP | $2.3M | 0.84% | 24,060 | Trimmed |
| 21 | BWA | BORGWARNER INC | $2.2M | 0.82% | 40,604 | Trimmed |
| 22 | MUB | ISHARES TR | $1.9M | 0.71% | 17,894 | Trimmed |
| 23 | META | META PLATFORMS INC | $1.9M | 0.70% | 3,310 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $1.9M | 0.70% | 10,717 | Added |
| 25 | KR | KROGER CO | $1.8M | 0.69% | 25,546 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31