DOSSIER · 13F-HR · Q3 2026

Powers Advisory Group, LLC

$330M in tracked AUM across 128 positions as of Q3 2026.

PA
CIK 0001927474 · last filed Sep 30, 2026
Total AUM
$330M
as of Q3 2026
Holdings
128
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Powers Advisory Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$37M1.2M11.3%
02
DGRO
ISHARES TR
$26M340K7.8%
03
SCHD
SCHWAB STRATEGIC TR
$25M760K7.5%
04
SCHF
SCHWAB STRATEGIC TR
$18M667K5.6%
05
VCIT
VANGUARD SCOTTSDALE FDS
$16M201K4.8%
06
SCHG
SCHWAB STRATEGIC TR
$15M411K4.5%
07
VCSH
VANGUARD SCOTTSDALE FDS
$14M175K4.1%
08
BND
VANGUARD BD INDEX FDS
$13M180K3.8%
09
SHYG
ISHARES TR
$11M271K3.4%
10
IGSB
ISHARES TR
$10M198K3.1%

Filing history

2026Q3Sep 30
$330M▲ 3.4%
128 positionsView →
2026Q2Jun 30
$319M▲ 12.5%
130 positionsView →
2026Q1Mar 31
$284M▲ 6.8%
125 positionsView →
2025Q4Dec 31
$266M▲ 5.7%
126 positionsView →
2025Q3Sep 30
$251M▲ 10.4%
121 positionsLocked
2025Q2Jun 30
$227M▲ 8.3%
115 positionsLocked
2025Q1Mar 31
$210M▲ 5.1%
107 positionsLocked
2024Q4Dec 31
$200M▼ 0.4%
103 positionsLocked
2024Q3Sep 30
$200M▲ 9.3%
98 positionsLocked
2024Q2Jun 30
$183M▲ 4.8%
96 positionsLocked
2024Q1Mar 31
$175M▲ 8.0%
94 positionsLocked
2023Q4Dec 31
$162M▲ 10.1%
91 positionsLocked
Showing 12 of 20