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Portfolio (Quarterly) Guide ↗

Powerhouse Assets LLC

· CIK 0001564396
13F Portfolio $115M AUM 55 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 26 Added 7 Reduced 1 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSV DIMENSIONAL ETF TRUST 19,877.0 $697K 0.61% +2K +13.9% $35.04 +11.9%
22 VNQI VANGUARD INTL EQUITY INDEX F 10,838.0 $482K 0.42% +200.0 +1.9% $44.45 +2.9%
23 GOOGL ALPHABET INC Communication Services 1,581.0 $455K 0.40% +191.0 +13.7% $287.59 +29.0%
24 AVES AMERICAN CENTY ETF TR 5,411.0 $325K 0.28% +701.0 +14.9% $59.98 +7.4%
25 VGSR MANAGER DIRECTED PORTFOLIOS 27,607.0 $285K 0.25% +2K +8.0% $10.33 +10.6%
26 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 418.0 $258K 0.22% +10.0 +2.5% $616.76 +11.8%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 31.3%
Consumer Cyclical 14.3%
Communication Services 11.8%
Consumer Defensive 5.8%