13F Insight
DOSSIER · 13F-HR · Q1 2026

Powers Advisory Group, LLC

$284M in tracked AUM across 125 positions as of Q1 2026.

PA
CIK 0001927474 · last filed Mar 31, 2026
Total AUM
$284M
as of Q1 2026
Holdings
125
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Powers Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$31M1.2M10.9%02
SCHD
SCHWAB STRATEGIC TR
$21M684K7.4%03
DGRO
ISHARES TR
$21M295K7.3%04
VCIT
VANGUARD SCOTTSDALE FDS
$15M183K5.3%05
SCHF
SCHWAB STRATEGIC TR
$15M599K5.2%06
SCHG
SCHWAB STRATEGIC TR
$11M382K3.9%07
VCSH
VANGUARD SCOTTSDALE FDS
$11M138K3.9%08
BND
VANGUARD BD INDEX FDS
$10M141K3.6%09
SHYG
ISHARES TR
$10M236K3.5%10
IGSB
ISHARES TR
$10M189K3.5%

Filing history

2026Q1Mar 31
$284M▲ 6.8%
125 positionsView →2025Q4Dec 31
$266M▲ 5.7%
126 positionsView →2025Q3Sep 30
$251M▲ 10.4%
121 positionsView →2025Q2Jun 30
$227M▲ 8.3%
115 positionsLocked2025Q1Mar 31
$210M▲ 5.1%
107 positionsLocked2024Q4Dec 31
$200M▼ 0.4%
103 positionsLocked2024Q3Sep 30
$200M▲ 9.3%
98 positionsLocked2024Q2Jun 30
$183M▲ 4.8%
96 positionsLocked2024Q1Mar 31
$175M▲ 8.0%
94 positionsLocked2023Q4Dec 31
$162M▲ 10.1%
91 positionsLocked2023Q3Sep 30
$147M▼ 2.4%
88 positionsLocked2023Q2Jun 30
$151M▲ 5.4%
90 positionsLocked
Showing 12 of 18