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.
Powers Advisory Group, LLC (CIK 1927474) reported $283.6M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($30.9M, 10.88%), SCHD ($21.0M, 7.40%), DGRO ($20.7M, 7.31%), VCIT ($15.2M, 5.34%), SCHF ($14.8M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $30.9M | 10.88% | 1.2M | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $21.0M | 7.40% | 683,687 | Added |
| 3 | DGRO | ISHARES TR | $20.7M | 7.31% | 295,478 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $15.2M | 5.34% | 183,084 | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $14.8M | 5.22% | 598,620 | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $11.1M | 3.93% | 382,365 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $10.9M | 3.85% | 137,735 | Added |
| 8 | BND | VANGUARD BD INDEX FDS | $10.4M | 3.65% | 140,551 | Added |
| 9 | SHYG | ISHARES TR | $10.0M | 3.53% | 236,270 | Added |
| 10 | IGSB | ISHARES TR | $9.9M | 3.51% | 189,288 | Added |
| 11 | FDVV | FIDELITY COVINGTON TRUST | $7.8M | 2.74% | 140,730 | Added |
| 12 | DOL | WISDOMTREE TR | $5.7M | 2.01% | 83,638 | Trimmed |
| 13 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 1.97% | 180,170 | Added |
| 14 | SCHA | SCHWAB STRATEGIC TR | $5.6M | 1.97% | 191,821 | Added |
| 15 | MSFT | MICROSOFT CORP | $5.4M | 1.90% | 14,542 | Added |
| 16 | FLOT | ISHARES TR | $4.2M | 1.50% | 83,364 | Added |
| 17 | WMT | WALMART INC | $3.9M | 1.38% | 31,552 | Trimmed |
| 18 | DGRW | WISDOMTREE TR | $3.9M | 1.37% | 44,252 | Added |
| 19 | DIVI | FRANKLIN TEMPLETON ETF TR | $3.1M | 1.10% | 78,461 | Added |
| 20 | AAPL | APPLE INC | $2.7M | 0.96% | 10,700 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $2.7M | 0.96% | 4,484 | Trimmed |
| 22 | DON | WISDOMTREE TR | $2.5M | 0.88% | 47,361 | Added |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $2.5M | 0.87% | 34,763 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $2.4M | 0.86% | 10,014 | Trimmed |
| 25 | WTV | WISDOMTREE TR | $2.4M | 0.86% | 25,744 | Added |
Source: SEC Form 13F filings · as of 2026-03-31