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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 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 9,846.0 $7.4M 2.53% -149.0 -1.5% $748.89 +2.7%
2 GOOGL ALPHABET INC Communication Services 14,329.0 $5.1M 1.76% -2K -12.5% $357.38 -5.7%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,462.0 $3.3M 1.15% -146.0 -3.2% $746.77 +2.5%
4 AMZN AMAZON COM INC Consumer Cyclical 13,921.0 $3.3M 1.14% -2K -13.2% $238.34 +7.1%
5 IVW ISHARES TR 23,138.0 $3.2M 1.09% -2K -8.0% $137.53 +1.0%
6 MSFT MICROSOFT CORP Technology 6,599.0 $2.5M 0.85% -930.0 -12.3% $373.01 +33.6%
7 BWA BORGWARNER INC Consumer Cyclical 31,571.0 $2.1M 0.72% -9K -22.2% $66.40 -2.5%
8 SCHW SCHWAB CHARLES CORP Financial Services 19,430.0 $1.8M 0.62% -5K -19.2% $92.27 +19.0%
9 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 36,430.0 $1.7M 0.60% -11K -23.1% $47.81 -12.3%
10 GOOG ALPHABET INC 4,914.0 $1.7M 0.60% -61.0 -1.2% $353.34
11 VIG VANGUARD SPECIALIZED FUNDS 7,067.0 $1.7M 0.57% -487.0 -6.5% $236.61 +2.4%
12 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,315.0 $1.7M 0.57% -1K -22.4% $386.71 +4.7%
13 META META PLATFORMS INC Communication Services 2,819.0 $1.6M 0.55% -491.0 -14.8% $563.31 +5.8%
14 HD HOME DEPOT INC Consumer Cyclical 4,452.0 $1.6M 0.54% -181.0 -3.9% $352.70 -8.9%
15 BERKSHIRE HATHAWAY INC DEL 3,101.0 $1.6M 0.53% -711.0 -18.6% $500.39
16 MUB ISHARES TR 13,619.0 $1.5M 0.50% -4K -23.9% $107.62 -3.0%
17 LLY ELI LILLY & CO Healthcare 1,052.0 $1.3M 0.43% -422.0 -28.6% $1199.47 -2.3%
18 C CITIGROUP INC Financial Services 8,479.0 $1.2M 0.41% -2K -21.0% $139.95 -2.8%
19 TEL TE CONNECTIVITY PLC Technology 5,867.0 $1.2M 0.41% -2K -27.1% $201.61 +1.6%
20 KR KROGER CO Consumer Defensive 20,439.0 $1.1M 0.39% -5K -20.0% $55.53 +4.9%
Page 1 of 3  ·  44 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%