Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $275 Billion
  • Q3 2025

Power Wealth Management LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $36.1B, Vanguard Mortg Backed Sec ETF with a value of $31.3B, Vanguard Intermediate Term Cor with a value of $21.3B, Spdr Portfolio S&P 500 Value E with a value of $14.5B, and Schwab Strategic Tr Intl Eqty with a value of $13.1B.

Examining the 13F form we can see an increase of $27.6B in the current position value, from $247B to 275B.

Power Wealth Management LLC is based out at Roswell, GA

Below you can find more details about Power Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
ETFs: $204 Billion
Technology: $17.7 Billion
Communication Services: $14.2 Billion
Financial Services: $12.1 Billion
Consumer Cyclical: $11.3 Billion
Healthcare: $4.71 Billion
Consumer Defensive: $2.71 Billion
Industrials: $2.09 Billion
Other: $2.47 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $275 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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