POWER WEALTH MANAGEMENT LLC

Est. AUM

$268.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$37.9M	830657	14.10%	SOLE
2	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$29.9M	636044	11.11%	SOLE
3	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$22.2M	268566	8.27%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$15.4M	272460	5.74%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.1M	570600	5.25%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$12.7M	129220	4.71%	SOLE
7	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$11.0M	194262	4.10%	SOLE
8	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.4M	174607	3.87%	SOLE
9	INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$8.8M	83337	3.27%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$6.8M	142145	2.53%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$6.5M	9995	2.43%	SOLE
12	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$6.3M	191274	2.34%	SOLE
13	ALPHABET INC	CAP STK CL A	$4.7M	16372	1.75%	SOLE
14	AMAZON COM INC	COM	$3.3M	16048	1.24%	SOLE
15	APPLE INC	COM	$3.1M	12109	1.14%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	51420	1.13%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4608	1.12%	SOLE
18	ISHARES TR	S&P 500 GRWT ETF	$2.8M	25141	1.06%	SOLE
19	MICROSOFT CORP	COM	$2.8M	7529	1.04%	SOLE
20	SCHWAB CHARLES CORP	COM	$2.3M	24060	0.84%	SOLE
21	BORGWARNER INC	COM	$2.2M	40604	0.82%	SOLE
22	ISHARES TR	NATIONAL MUN ETF	$1.9M	17894	0.71%	SOLE
23	META PLATFORMS INC	CL A	$1.9M	3310	0.70%	SOLE
24	NVIDIA CORPORATION	COM	$1.9M	10717	0.70%	SOLE
25	INTERCONTINENTAL EXCHANGE IN	COM	$1.9M	11769	0.69%	SOLE
26	KROGER CO	COM	$1.8M	25546	0.69%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3812	0.68%	SOLE
28	MGM RESORTS INTERNATIONAL	COM	$1.8M	47406	0.65%	SOLE
29	TE CONNECTIVITY PLC	ORD SHS	$1.7M	8042	0.63%	SOLE
30	VERIZON COMMUNICATIONS INC	COM	$1.6M	32526	0.61%	SOLE
31	ELEVANCE HEALTH INC FORMERLY	COM	$1.6M	5558	0.61%	SOLE
32	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7554	0.60%	SOLE
33	AUTODESK INC	COM	$1.6M	6528	0.58%	SOLE
34	SALESFORCE INC	COM	$1.6M	8332	0.58%	SOLE
35	HOME DEPOT INC	COM	$1.5M	4633	0.57%	SOLE
36	ALPHABET INC	CAP STK CL C	$1.4M	4975	0.53%	SOLE
37	ELI LILLY & CO	COM	$1.4M	1474	0.50%	SOLE
38	CITIGROUP INC	COM NEW	$1.2M	10728	0.45%	SOLE
39	ISHARES TR	MSCI ACWI EX US	$1.2M	17076	0.43%	SOLE
40	VISA INC	COM CL A	$1.1M	3567	0.40%	SOLE
41	DEERE & CO	COM	$1.1M	1913	0.40%	SOLE
42	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	13290	0.39%	SOLE
43	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1763	0.39%	SOLE
44	NEXTERA ENERGY INC	COM	$953K	10262	0.35%	SOLE
45	CORTEVA INC	COM	$938K	11210	0.35%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$915K	2852	0.34%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$868K	3502	0.32%	SOLE
48	AIRBNB INC	COM CL A	$853K	6755	0.32%	SOLE
49	WALMART INC	COM	$823K	6619	0.31%	SOLE
50	TESLA INC	COM	$820K	2207	0.31%	SOLE

1–50 of 96

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