13F Insight
DOSSIER · 13F-HR · Q2 2026

POWER WEALTH MANAGEMENT LLC

$291M in tracked AUM across 118 positions as of Q2 2026.

PW
CIK 0002001039 · last filed Jun 30, 2026
Total AUM
$291M
as of Q2 2026
Holdings
118
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

POWER WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$39M866K13.5%02
VMBS
VANGUARD SCOTTSDALE FDS
$31M659K10.6%03
VCIT
VANGUARD SCOTTSDALE FDS
$23M277K7.9%04
SPYV
SPDR SERIES TRUST
$17M281K5.9%05
SCHF
SCHWAB STRATEGIC TR
$16M582K5.5%06
SPYG
SPDR SERIES TRUST
$16M133K5.4%07
JEPI
J P MORGAN EXCHANGE TRADED F
$11M199K3.9%08
VGIT
VANGUARD SCOTTSDALE FDS
$10M178K3.6%09
TBLL
INVESCO EXCH TRADED FD TR II
$9M83K3.0%10
IVV
ISHARES TR
$7M10K2.5%

Filing history

2026Q2Jun 30
$291M▲ 8.3%
118 positionsView →2026Q1Mar 31
$269M▼ 5.4%
96 positionsView →2025Q4Dec 31
$284M▲ 3.4%
94 positionsView →2025Q3Sep 30
$275M▲ 5.6%
89 positionsView →2025Q2Jun 30
$260M▲ 5.3%
90 positionsLocked2025Q1Mar 31
$247M▲ 3.2%
83 positionsLocked2024Q4Dec 31
$239M▲ 2.2%
92 positionsLocked2024Q3Sep 30
$234M▲ 11.9%
93 positionsLocked2024Q2Jun 30
$209M▲ 31.3%
98 positionsLocked2024Q1Mar 31
$159M▲ 10.8%
95 positionsLocked2023Q4Dec 31
$144M—
94 positionsLocked