Powers Advisory Group, LLC

Est. AUM

$283.6M

13F long equity, this entity only

Positions

125

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$30.9M	1203797	10.88%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$21.0M	683687	7.40%	SOLE
3	ISHARES TR	CORE DIV GRWTH	$20.7M	295478	7.31%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.2M	183084	5.34%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.8M	598620	5.22%	SOLE
6	SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.1M	382365	3.93%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$10.9M	137735	3.85%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$10.3M	140551	3.65%	SOLE
9	ISHARES TR	0-5YR HI YL CP	$10.0M	236270	3.52%	SOLE
10	ISHARES TR	ISHS 1-5YR INVS	$9.9M	189288	3.51%	SOLE
11	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$7.8M	140730	2.74%	SOLE
12	WISDOMTREE TR	TRUE DEVELOPED I	$5.7M	83638	2.01%	SOLE
13	SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.6M	180170	1.97%	SOLE
14	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.6M	191821	1.97%	SOLE
15	MICROSOFT CORP	COM	$5.4M	14542	1.90%	SOLE
16	ISHARES TR	FLTG RATE NT ETF	$4.2M	83364	1.50%	SOLE
17	WALMART INC	COM	$3.9M	31552	1.38%	SOLE
18	WISDOMTREE TR	US QTLY DIV GRT	$3.9M	44252	1.37%	SOLE
19	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$3.1M	78461	1.10%	SOLE
20	APPLE INC	COM	$2.7M	10700	0.96%	SOLE
21	LOCKHEED MARTIN CORP	COM	$2.7M	4484	0.96%	SOLE
22	WISDOMTREE TR	US MIDCAP DIVID	$2.5M	47361	0.88%	SOLE
23	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.5M	34763	0.87%	SOLE
24	JOHNSON & JOHNSON	COM	$2.4M	10014	0.86%	SOLE
25	WISDOMTREE TR	WISDOMTREE US VA	$2.4M	25744	0.86%	SOLE
26	ELI LILLY & CO	COM	$2.0M	2216	0.72%	SOLE
27	MCDONALDS CORP	COM	$2.0M	6482	0.71%	SOLE
28	PROCTER & GAMBLE CO	COM	$1.9M	13370	0.68%	SOLE
29	WASTE MGMT INC DEL	COM	$1.9M	8207	0.66%	SOLE
30	JPMORGAN CHASE & CO	COM	$1.8M	6287	0.65%	SOLE
31	WISDOMTREE TR	US SMALLCAP DIVD	$1.8M	48861	0.62%	SOLE
32	EXXON MOBIL CORP	COM	$1.7M	9995	0.60%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$1.6M	2432	0.56%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$1.5M	2560	0.52%	SOLE
35	SOUTHERN CO	COM	$1.5M	15236	0.52%	SOLE
36	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.4M	62322	0.51%	SOLE
37	VANGUARD INDEX FDS	MID CAP ETF	$1.4M	4874	0.49%	SOLE
38	AMAZON COM INC	COM	$1.3M	6353	0.47%	SOLE
39	PEPSICO INC	COM	$1.3M	8353	0.46%	SOLE
40	PACER FDS TR	US CASH COWS 100	$1.3M	20311	0.45%	SOLE
41	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.2M	20748	0.44%	SOLE
42	CHEVRON CORPORATION	COM	$1.2M	5884	0.43%	SOLE
43	COCA COLA CO	COM	$1.2M	15679	0.42%	SOLE
44	DEERE & CO	COM	$1.2M	2099	0.42%	SOLE
45	ALPHABET INC	CAP STK CL A	$1.1M	3981	0.40%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	1676	0.38%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	16291	0.37%	SOLE
48	TARGET CORP	COM	$1.0M	8577	0.37%	SOLE
49	DUKE ENERGY CORP NEW	COM NEW	$957K	7313	0.34%	SOLE
50	CORNING INC	COM	$887K	6525	0.31%	SOLE

1–50 of 125

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.