account_balance

Investment manager · 13F filer · SEC CIK 2001039

Power Wealth Management LLC

Reported value$295Mas of Sep 30, 2026
Positions129 22 new, 10 sold out
Top 10 weight57.3%FBND alone is 13%
FiledOct 2727 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
FBND Fidelity Merrimack STR Tr 13.5% Added +6%
VMBS Vanguard Scottsdale FDS 7.7% Trimmed −22%
SPYV SPDR Series Trust 6.6% Added +13%
SPYG SPDR Series Trust 6.3% Added +13%
SCHF Schwab Strategic Tr 6.0% Added +12%
JEPI J P Morgan Exchange Traded F 4.1% Added +8%
VGIT Vanguard Scottsdale FDS 3.7% Added +10%
VCIT Vanguard Scottsdale FDS 3.7% Trimmed −50%
TBLL Invesco Exch Traded Fd Tr II 3.0% Held
SCHE Schwab Strategic Tr 2.7% Added +13%
IVV iShares Tr 2.6% Added +3%
JPIB J P Morgan Exchange Traded F 2.5% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
  • PH +53%
  • VIG +49%
  • IVW +31%
  • CI +31%
arrow_downwardTrimmed
  • VCIT −50%
  • BWA −30%
  • VCSH −26%
  • VMBS −22%
remove_circleSold out

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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