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Portfolio (Quarterly) Guide ↗

POWER WEALTH MANAGEMENT LLC

· CIK 0002001039
13F Portfolio $291M AUM 118 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 27 Added 44 Reduced 7 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MINT PIMCO ETF TR 7,897.0 $796K 0.27% +245.0 +3.2% $100.81 -0.3%
22 AVGO BROADCOM INC Technology 1,737.0 $656K 0.23% +40.0 +2.4% $377.75 -5.5%
23 JPM JPMORGAN CHASE & CO Financial Services 1,948.0 $638K 0.22% +305.0 +18.6% $327.33 +10.6%
24 AGG ISHARES TR 5,735.0 $568K 0.20% +267.0 +4.9% $98.98 -2.1%
25 LITE LUMENTUM HLDGS INC Technology 515.0 $442K 0.15% +174.0 +51.0% $858.06 -1.2%
26 VUG VANGUARD INDEX FDS 3,636.0 $313K 0.11% +3K +500.0% $86.14 +3.2%
27 SO SOUTHERN CO Utilities 2,831.0 $271K 0.09% +17.0 +0.6% $95.72 -7.3%
Page 2 of 2  ·  27 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
Technology 26.4%
Financial Services 21.6%
Consumer Cyclical 15.8%
Communication Services 12.3%
Industrials 8.5%
Healthcare 6.2%
Consumer Defensive 3.4%
Utilities 3.4%
Basic Materials 1.4%
Energy 0.6%