POWER WEALTH MANAGEMENT LLC: 13F holdings
CIK 20010392026Q2
| Positions | 117 |
|---|---|
| Reported value | $290.9m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FBND FIDELITY MERRIMACK STR TR | 865,549 | $39.4m | 13.5% |
| VMBS VANGUARD SCOTTSDALE FDS | 658,862 | $30.8m | 10.6% |
| VCIT VANGUARD SCOTTSDALE FDS | 277,171 | $22.9m | 7.9% |
| SPYV SPDR SERIES TRUST | 281,112 | $17.1m | 5.9% |
| SCHF SCHWAB STRATEGIC TR | 581,868 | $16.1m | 5.5% |
| SPYG SPDR SERIES TRUST | 132,715 | $15.8m | 5.4% |
| JEPI J P MORGAN EXCHANGE TRADED F | 198,717 | $11.2m | 3.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 177,546 | $10.5m | 3.6% |
| TBLL INVESCO EXCH TRADED FD TR II | 83,326 | $8.8m | 3.0% |
| IVV ISHARES TR | 9,846 | $7.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001039")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.