account_balance

Investment manager · 13F filer · SEC CIK 1927474

Powers Advisory Group, LLC

Reported value$330Mas of Sep 30, 2026
Positions128 3 new, 5 sold out
Top 10 weight55.7%SCHX alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SCHX Schwab Strategic Tr 11.3% Added +3%
DGRO iShares Tr 7.8% Added +7%
SCHD Schwab Strategic Tr 7.5% Added +7%
SCHF Schwab Strategic Tr 5.6% Added +9%
VCIT Vanguard Scottsdale FDS 4.8% Added +3%
SCHG Schwab Strategic Tr 4.5% Held
VCSH Vanguard Scottsdale FDS 4.1% Added +12%
BND Vanguard Bd Index FDS 3.8% Added +10%
SHYG iShares Tr 3.4% Added +8%
IGSB iShares Tr 3.1% Added +4%
FDVV Fidelity Covington Trust 3.0% Added +5%
MSFT Microsoft Corp 2.1% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • VTEB $334K
  • EOG $219K
  • VGT $201K
arrow_upwardAdded
  • VGIT +28%
  • VO +27%
  • FLOT +22%
  • META +22%
arrow_downwardTrimmed
remove_circleSold out
  • VXUS $1.35M
  • VTIP $965K
  • IBM $220K
  • UNH $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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