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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTWO VANGUARD SCOTTSDALE FDS 2,110.0 $256K 0.09% $121.42 -2.4%
102 LIN LINDE PLC Basic Materials 479.0 $249K 0.09% $518.94 -5.7%
103 WELL WELLTOWER INC Real Estate 1,076.0 $244K 0.08% NEW $226.97 +5.0%
104 CSCO CISCO SYS INC Technology 2,062.0 $242K 0.08% NEW $117.46 -7.1%
105 TECHNIPFMC PLC 3,644.0 $242K 0.08% NEW $66.30
106 SPSM SPDR SERIES TRUST 3,999.0 $231K 0.08% NEW $57.67 -2.6%
107 UBER UBER TECHNOLOGIES INC Technology 3,141.0 $227K 0.08% -892.0 -22.1% $72.16 +5.8%
108 EIX EDISON INTL Utilities 2,982.0 $222K 0.08% NEW $74.45 -26.3%
109 PWR QUANTA SVCS INC Industrials 299.0 $215K 0.07% NEW $720.04 -16.1%
110 L LOEWS CORP Financial Services 1,901.0 $215K 0.07% $113.21 -2.8%
111 DGX QUEST DIAGNOSTICS INC Healthcare 1,000.0 $212K 0.07% NEW $211.95 +13.9%
112 ENTERGY CORP NEW 1,831.0 $210K 0.07% NEW $114.86
113 HWM HOWMET AEROSPACE INC Industrials 773.0 $208K 0.07% NEW $268.86 -6.4%
114 IWV ISHARES TR 485.0 $207K 0.07% NEW $426.40 +2.0%
115 VWO VANGUARD INTL EQUITY INDEX F 3,401.0 $203K 0.07% NEW $59.69 +1.6%
116 RTX RTX CORPORATION Industrials 1,056.0 $200K 0.07% $189.73 +6.6%
117 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 100.0 $75K 0.03% -100.0 -50.0% $746.77 +2.5%
118 ALIT ALIGHT INC Technology 49,514.0 $28K 0.01% -4K -6.7% $11.20 +27.1%
Page 6 of 6  ·  118 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%