DOSSIER · 13F-HR · Q1 2026
Powerhouse Assets LLC
$115M in tracked AUM across 55 positions as of Q1 2026.
PA
CIK 0001564396 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of Powerhouse Assets LLC SEC 13F Filing
1. Portfolio Overview
Powerhouse Assets LLC presents a portfolio valued at approximately $113.71 million, comprising 54 individual holdings. The portfolio structure indicates a strategy heavily reliant on passive, rules-based investing through Exchange Traded Funds (ETFs). The composition suggests a "Core-Satellite" approach where the vast majority of assets are allocated to broad market tracking funds, with smalle...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.