POWER WEALTH MANAGEMENT LLC
CIK: 0002001039SEC EDGAR →
Portfolio Value
$284.0M
Holdings
94
As of
Q4 2025
New Positions
7
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 815,728 | $37.6M | 13.22% |
| 2 | VANGUARD SCOTTSDALE FDS | 692,918 | $32.6M | 11.49% |
| 3 | VANGUARD SCOTTSDALE FDS | 268,487 | $22.5M | 7.92% |
| 4 | SPDR SERIES TRUST | 267,730 | $15.2M | 5.35% |
| 5 | SCHWAB STRATEGIC TR | 559,379 | $13.4M | 4.73% |
| 6 | SPDR SERIES TRUST | 125,978 | $13.4M | 4.73% |
| 7 | VANGUARD SCOTTSDALE FDS | 193,735 | $11.6M | 4.09% |
| 8 | J P MORGAN EXCHANGE TRADED F | 189,100 | $10.8M | 3.81% |
| 9 | INVESCO EXCH TRADED FD TR II | 82,328 | $8.7M | 3.06% |
| 10 | J P MORGAN EXCHANGE TRADED F | 164,298 | $8.0M | 2.82% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $222.6M | 78.4% |
| Technology | 17 | $21.3M | 7.5% |
| Communication Services | 6 | $12.1M | 4.3% |
| Consumer Cyclical | 7 | $11.5M | 4.1% |
| Healthcare | 6 | $5.6M | 2.0% |
| Unknown | 3 | $3.6M | 1.3% |
| Consumer Defensive | 3 | $2.6M | 0.9% |
| Industrials | 2 | $1.9M | 0.7% |
| Utilities | 2 | $1.4M | 0.5% |
| Basic Materials | 2 | $1.0M | 0.4% |
| Energy | 1 | $308K | 0.1% |