account_balance

Investment manager · 13F filer · SEC CIK 1564396

Powerhouse Assets LLC

Reported value$125Mas of Sep 30, 2026

Positions54 0 new, 3 sold out

Top 10 weight73.5%VOO alone is 26%

FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

26.4%

IVViShares Tr

24.8%

ICSHiShares Tr

4.7%

VTVVanguard Index FDS

3.3%

IEFAiShares Tr

2.6%

EMXCiShares Inc

2.6%Trimmed −2%

DFAIDimensional ETF Trust

2.5%+4%

DFSDDimensional ETF Trust

2.4%

SPSBSPDR Series Trust

2.3%

VBRVanguard Index FDS

2.0%

VTIVanguard Index FDS

1.8%

BSVVanguard Bd Index FDS

1.4%

VOOVanguard Index FDS

26.4%

IVViShares Tr

24.8%

ICSHiShares Tr

4.7%

VTV3.3%

IEFA

EMXC

DFAI

DFSD

SPSB

VBR

VTI

BSV

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 26.4% Held

IVV iShares Tr 24.8% Held

ICSH iShares Tr 4.7% Held

VTV Vanguard Index FDS 3.3% Held

IEFA iShares Tr 2.6% Held

EMXC iShares Inc 2.6% Trimmed −2%

DFAI Dimensional ETF Trust 2.5% Added +4%

DFSD Dimensional ETF Trust 2.4% Held

SPSB SPDR Series Trust 2.3% Added +4%

VBR Vanguard Index FDS 2.0% Added +2%

VTI Vanguard Index FDS 1.8% Added +14%

BSV Vanguard Bd Index FDS 1.4% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 23, 2026 filing

add_circleNew

None

arrow_upwardAdded

DFAE +30%
VTI +14%
VNQ +12%
VNQI +12%

arrow_downwardTrimmed

EMXC −2%

remove_circleSold out

IWC $215K
MCD $211K
APH $203K

Powerhouse Assets LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email