Power Wealth Management LLC

13F filer · CIK 0002001039

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$291MU.S. long equity reported on 13F

Positions7721 new · 6 closed

Net flow last quarter-$1.43MBuys minus sells

Top 10 positions weight10.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202677 positions
GOOGLAlphabet Inc.	$5.12M	1.76%	0.00%	-12.5%	Q4 2023
AAPLApple Inc.	$3.71M	1.28%	0.00%	+6.0%	Q4 2023
SPMDSupermedia Inc.	$3.54M	1.22%	Not reported	+1.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.33M	1.15%	Not reported	-3.2%	Q4 2023
AMZNAmazon Com Inc	$3.32M	1.14%	0.00%	-13.3%	Q4 2023
NVDANvidia Corp	$2.67M	0.92%	0.00%	+24.5%	Q4 2023
MSFTMicrosoft Corp	$2.46M	0.85%	0.00%	-12.4%	Q4 2023
BWABorgwarner Inc	$2.1M	0.72%	0.02%	-22.3%	Q4 2023
SCHWSchwab Charles Corp	$1.79M	0.62%	0.00%	-19.2%	Q4 2023
MGMMGM Resorts International	$1.74M	0.60%	0.01%	-23.2%	Q1 2024
GOOGAlphabet Inc.	$1.74M	0.60%	Not reported	-1.2%	Q4 2023
ELVElevance Health, Inc.	$1.67M	0.57%	0.00%	-22.4%	Q4 2023
METAMeta Platforms, Inc.	$1.59M	0.55%	Not reported	-14.8%	Q4 2023
HDHome Depot, Inc.	$1.57M	0.54%	0.00%	-3.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.55M	0.53%	Not reported	-18.7%	Q4 2023
VLUEiSHARES TRUST	$1.38M	0.47%	Not reported	New	Q2 2026
GLDSPDR Gold Trust	$1.34M	0.46%	0.00%	+170.8%	Q3 2025
LLYELI LILLY & Co	$1.26M	0.43%	0.00%	-28.6%	Q2 2024
CCitigroup Inc	$1.19M	0.41%	0.00%	-21.0%	Q4 2023
TELTE Connectivity plc	$1.18M	0.41%	0.00%	-27.1%	Q2 2025
KRKroger Co	$1.13M	0.39%	0.00%	-20.0%	Q4 2023
ICEIntercontinental Exchange, Inc.	$1.12M	0.38%	0.00%	-22.7%	Q4 2023
VZVerizon Communications Inc	$1.1M	0.38%	0.00%	-20.0%	Q1 2026
SLViShares Silver Trust	$1.05M	0.36%	0.00%	+156.2%	Q4 2025
DBPInvesco DB Precious Metals Fund	$1.05M	0.36%	0.44%	+468.3%	Q1 2026
ADSKAutodesk, Inc.	$1M	0.34%	0.00%	-21.0%	Q4 2023
CMICummins Inc	$961K	0.33%	0.00%	New	Q2 2026
NEENextera Energy Inc	$901K	0.31%	0.00%	Not reported	Q4 2023
VVisa Inc.	$881K	0.30%	0.00%	-28.0%	Q4 2023
DEDeere & Co	$807K	0.28%	0.00%	-33.5%	Q2 2025
WMTWalmart Inc.	$750K	0.26%	0.00%	Not reported	Q4 2023
EFXEquifax Inc	$709K	0.24%	0.00%	Not reported	Q1 2024
ABNBAirbnb, Inc.	$688K	0.24%	Not reported	-28.8%	Q2 2025
COFCapital One Financial Corp	$679K	0.23%	0.00%	-20.9%	Q1 2024
AVGOBroadcom Inc.	$656K	0.23%	0.00%	+2.4%	Q4 2024
TSLATesla, Inc.	$649K	0.22%	0.00%	-30.1%	Q4 2024
CTVACorteva, Inc.	$638K	0.22%	0.00%	-32.8%	Q2 2025
JPMJPMorgan Chase & Co	$638K	0.22%	0.00%	+18.6%	Q4 2023
JJacobs Solutions Inc.	$587K	0.20%	0.00%	-19.5%	Q4 2023
CICigna Group	$536K	0.18%	0.00%	-22.8%	Q1 2024
TXNTexas Instruments Inc	$467K	0.16%	0.00%	New	Q2 2026
ORCLOracle Corp	$443K	0.15%	0.00%	-28.6%	Q4 2023
GDDYGoDaddy Inc.	$442K	0.15%	0.00%	Not reported	Q1 2025
LITELumentum Holdings Inc.	$442K	0.15%	0.00%	+51.0%	Q1 2026
PHParker-Hannifin Corp	$439K	0.15%	0.00%	New	Q2 2026
MAMastercard Inc	$437K	0.15%	0.00%	-34.1%	Q2 2025
WDAYWorkday, Inc.	$421K	0.14%	0.00%	-22.4%	Q4 2025
CRSCarpenter Technology Corp	$399K	0.14%	0.00%	New	Q2 2026
APHAmphenol Corp	$397K	0.14%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$397K	0.14%	0.00%	New	Q2 2026

Q1 2026Reported May 14, 202662 positions
GOOGLAlphabet Inc.	$4.71M	1.75%	0.00%	-2.7%	Q4 2023
AMZNAmazon Com Inc	$3.34M	1.24%	0.00%	-5.0%	Q4 2023
AAPLApple Inc.	$3.07M	1.14%	0.00%	+3.9%	Q4 2023
SPMDSupermedia Inc.	$3.05M	1.13%	Not reported	+2.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3M	1.12%	Not reported	+1.3%	Q4 2023
MSFTMicrosoft Corp	$2.79M	1.04%	0.00%	-3.3%	Q4 2023
SCHWSchwab Charles Corp	$2.26M	0.84%	0.00%	-11.1%	Q4 2023
BWABorgwarner Inc	$2.2M	0.82%	0.02%	-8.4%	Q4 2023
METAMeta Platforms, Inc.	$1.89M	0.70%	Not reported	-4.0%	Q4 2023
NVDANvidia Corp	$1.87M	0.70%	0.00%	+30.2%	Q4 2023
ICEIntercontinental Exchange, Inc.	$1.85M	0.69%	0.00%	-13.3%	Q4 2023
KRKroger Co	$1.85M	0.69%	0.00%	-4.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.83M	0.68%	Not reported	-6.3%	Q4 2023
MGMMGM Resorts International	$1.75M	0.65%	0.02%	-12.5%	Q1 2024
TELTE Connectivity plc	$1.68M	0.63%	0.00%	-9.1%	Q2 2025
VZVerizon Communications Inc	$1.63M	0.61%	0.00%	New	Q1 2026
ELVElevance Health, Inc.	$1.63M	0.61%	0.00%	+1.9%	Q4 2023
ADSKAutodesk, Inc.	$1.56M	0.58%	0.00%	-12.1%	Q4 2023
CRMSalesforce, Inc.	$1.56M	0.58%	0.00%	-7.1%	Q4 2023
HDHome Depot, Inc.	$1.52M	0.57%	0.00%	+0.7%	Q4 2023
GOOGAlphabet Inc.	$1.43M	0.53%	Not reported	-3.6%	Q4 2023
LLYELI LILLY & Co	$1.36M	0.50%	0.00%	-5.6%	Q2 2024
CCitigroup Inc	$1.22M	0.45%	0.00%	-4.9%	Q4 2023
VVisa Inc.	$1.08M	0.40%	0.00%	-6.2%	Q4 2023
DEDeere & Co	$1.08M	0.40%	0.00%	-7.3%	Q2 2025
NEENextera Energy Inc	$953K	0.35%	0.00%	-22.6%	Q4 2023
CTVACorteva, Inc.	$938K	0.35%	0.00%	-7.0%	Q2 2025
ABNBAirbnb, Inc.	$853K	0.32%	Not reported	-16.7%	Q2 2025
WMTWalmart Inc.	$823K	0.31%	0.00%	-0.9%	Q4 2023
TSLATesla, Inc.	$820K	0.31%	0.00%	+29.0%	Q4 2024
EFXEquifax Inc	$805K	0.30%	0.00%	Not reported	Q1 2024
COFCapital One Financial Corp	$781K	0.29%	0.00%	-20.9%	Q1 2024
JJacobs Solutions Inc.	$736K	0.27%	0.00%	-6.2%	Q4 2023
ZTSZoetis Inc.	$713K	0.27%	0.00%	-10.4%	Q4 2023
CICigna Group	$672K	0.25%	0.00%	-2.4%	Q1 2024
MAMastercard Inc	$645K	0.24%	0.00%	-4.9%	Q2 2025
NFLXNetflix Inc	$628K	0.23%	0.00%	+8.1%	Q2 2025
ORCLOracle Corp	$622K	0.23%	0.00%	+7.3%	Q4 2023
FISVFiserv Inc	$591K	0.22%	0.00%	-0.1%	Q4 2023
GLDSPDR Gold Trust	$580K	0.22%	0.00%	+87.6%	Q3 2025
WDAYWorkday, Inc.	$575K	0.21%	0.00%	+1.8%	Q4 2025
AVGOBroadcom Inc.	$525K	0.20%	0.00%	+40.5%	Q4 2024
SLViShares Silver Trust	$523K	0.19%	0.00%	+101.5%	Q4 2025
JPMJPMorgan Chase & Co	$483K	0.18%	0.00%	-4.5%	Q4 2023
SHOPShopify Inc.	$481K	0.18%	0.00%	-6.4%	Q3 2025
NOWServiceNow, Inc.	$480K	0.18%	0.00%	+5.5%	Q4 2023
XOMExxonMobil Holdings Corp	$468K	0.17%	0.00%	+7.8%	Q1 2024
FISFidelity National Information Services, Inc.	$418K	0.16%	0.00%	Not reported	Q4 2023
WFCWells Fargo & Company	$317K	0.12%	0.00%	+40.8%	Q1 2024
UBERUber Technologies, Inc	$290K	0.11%	0.00%	+12.2%	Q4 2023

Q4 2025Reported Feb 17, 202660 positions
GOOGLAlphabet Inc.	$5.27M	1.85%	0.00%	-5.3%	Q4 2023
AMZNAmazon Com Inc	$3.9M	1.37%	0.00%	-1.5%	Q4 2023
MSFTMicrosoft Corp	$3.77M	1.33%	0.00%	-0.9%	Q4 2023
AAPLApple Inc.	$3.17M	1.12%	0.00%	-3.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.1M	1.09%	Not reported	-7.2%	Q4 2023
SPMDSupermedia Inc.	$2.9M	1.02%	Not reported	+1.9%	Q4 2023
SCHWSchwab Charles Corp	$2.7M	0.95%	0.00%	-2.6%	Q4 2023
CRMSalesforce, Inc.	$2.38M	0.84%	0.00%	+5.0%	Q4 2023
METAMeta Platforms, Inc.	$2.28M	0.80%	Not reported	+0.8%	Q4 2023
ICEIntercontinental Exchange, Inc.	$2.2M	0.77%	0.00%	+11.2%	Q4 2023
ADSKAutodesk, Inc.	$2.2M	0.77%	0.00%	+0.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.05M	0.72%	Not reported	-1.1%	Q4 2023
TELTE Connectivity plc	$2.01M	0.71%	0.00%	-1.5%	Q2 2025
BWABorgwarner Inc	$2M	0.70%	0.02%	-3.0%	Q4 2023
MGMMGM Resorts International	$1.98M	0.70%	0.02%	-4.0%	Q1 2024
ELVElevance Health, Inc.	$1.91M	0.67%	0.00%	+8.8%	Q4 2023
LLYELI LILLY & Co	$1.68M	0.59%	0.00%	-8.5%	Q2 2024
KRKroger Co	$1.67M	0.59%	0.00%	+0.6%	Q4 2023
GOOGAlphabet Inc.	$1.62M	0.57%	Not reported	+0.2%	Q4 2023
HDHome Depot, Inc.	$1.58M	0.56%	0.00%	-1.5%	Q4 2023
NVDANvidia Corp	$1.53M	0.54%	0.00%	-2.7%	Q4 2023
VVisa Inc.	$1.33M	0.47%	0.00%	+2.7%	Q4 2023
CHTRCharter Communications, Inc.	$1.33M	0.47%	0.00%	+22.1%	Q4 2023
CCitigroup Inc	$1.32M	0.46%	0.00%	-6.0%	Q4 2023
COFCapital One Financial Corp	$1.31M	0.46%	0.00%	-1.9%	Q1 2024
ABNBAirbnb, Inc.	$1.1M	0.39%	Not reported	+2.8%	Q2 2025
NEENextera Energy Inc	$1.06M	0.37%	0.00%	-4.7%	Q4 2023
WBDWarner Bros. Discovery, Inc.	$1.04M	0.37%	0.00%	-81.5%	Q1 2024
EFXEquifax Inc	$970K	0.34%	0.00%	-0.7%	Q1 2024
DEDeere & Co	$961K	0.34%	0.00%	+1.3%	Q2 2025
WDAYWorkday, Inc.	$933K	0.33%	0.00%	New	Q4 2025
ZTSZoetis Inc.	$847K	0.30%	0.00%	+5.8%	Q4 2023
JJacobs Solutions Inc.	$817K	0.29%	0.01%	-1.6%	Q4 2023
CTVACorteva, Inc.	$808K	0.28%	0.00%	+2.0%	Q2 2025
MAMastercard Inc	$775K	0.27%	0.00%	+2.7%	Q2 2025
TSLATesla, Inc.	$769K	0.27%	0.00%	-0.5%	Q4 2024
ORCLOracle Corp	$768K	0.27%	0.00%	+0.3%	Q4 2023
WMTWalmart Inc.	$744K	0.26%	0.00%	-2.9%	Q4 2023
FISVFiserv Inc	$712K	0.25%	0.00%	+328.5%	Q4 2023
CICigna Group	$710K	0.25%	0.00%	+6.6%	Q1 2024
SHOPShopify Inc.	$697K	0.25%	0.00%	-4.9%	Q3 2025
NOWServiceNow, Inc.	$667K	0.23%	0.00%	+1.9%	Q4 2023
FISFidelity National Information Services, Inc.	$592K	0.21%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$567K	0.20%	0.00%	-11.2%	Q2 2025
JPMJPMorgan Chase & Co	$554K	0.20%	0.00%	-0.7%	Q4 2023
AVGOBroadcom Inc.	$418K	0.15%	0.00%	-3.9%	Q4 2024
IBITiShares Bitcoin Trust ETF	$332K	0.12%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$308K	0.11%	0.00%	Not reported	Q1 2024
SOSouthern Co	$303K	0.11%	0.00%	+0.5%	Q3 2024
UBERUber Technologies, Inc	$294K	0.10%	0.00%	-0.8%	Q4 2023

Q3 2025Reported Nov 12, 202555 positions
GOOGLAlphabet Inc.	$4.32M	1.57%	0.00%	-2.4%	Q4 2023
MSFTMicrosoft Corp	$4.07M	1.48%	0.00%	-0.3%	Q4 2023
WBDWarner Bros. Discovery, Inc.	$3.81M	1.39%	0.01%	-4.5%	Q1 2024
AMZNAmazon Com Inc	$3.76M	1.37%	0.00%	-1.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.27M	1.19%	Not reported	-6.6%	Q4 2023
AAPLApple Inc.	$3.07M	1.12%	0.00%	-4.3%	Q4 2023
SPMDSupermedia Inc.	$2.81M	1.02%	Not reported	+3.4%	Q4 2023
SCHWSchwab Charles Corp	$2.65M	0.97%	0.00%	-13.8%	Q4 2023
METAMeta Platforms, Inc.	$2.51M	0.91%	Not reported	-9.0%	Q4 2023
ADSKAutodesk, Inc.	$2.36M	0.86%	0.00%	-0.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.07M	0.75%	Not reported	-0.5%	Q4 2023
ICEIntercontinental Exchange, Inc.	$2.06M	0.75%	0.00%	+1.1%	Q4 2023
CRMSalesforce, Inc.	$2.02M	0.74%	0.00%	+6.9%	Q4 2023
BWABorgwarner Inc	$2.01M	0.73%	0.02%	-9.5%	Q4 2023
TELTE Connectivity plc	$1.97M	0.72%	0.00%	+226.5%	Q2 2025
MGMMGM Resorts International	$1.96M	0.71%	0.02%	-0.9%	Q1 2024
HDHome Depot, Inc.	$1.89M	0.69%	0.00%	-24.2%	Q4 2023
KRKroger Co	$1.79M	0.65%	0.00%	-3.5%	Q4 2023
ELVElevance Health, Inc.	$1.62M	0.59%	0.00%	+24.1%	Q4 2023
NVDANvidia Corp	$1.58M	0.57%	0.00%	-5.3%	Q4 2023
CHTRCharter Communications, Inc.	$1.44M	0.52%	0.00%	+7.7%	Q4 2023
LLYELI LILLY & Co	$1.3M	0.47%	0.00%	+185.8%	Q2 2024
VVisa Inc.	$1.26M	0.46%	0.00%	+112.0%	Q4 2023
GOOGAlphabet Inc.	$1.25M	0.46%	Not reported	-0.9%	Q4 2023
CCitigroup Inc	$1.22M	0.44%	0.00%	-10.9%	Q4 2023
COFCapital One Financial Corp	$1.17M	0.43%	0.00%	-2.6%	Q1 2024
EFXEquifax Inc	$1.15M	0.42%	0.00%	Not reported	Q1 2024
ORCLOracle Corp	$1.1M	0.40%	0.00%	+109.1%	Q4 2023
NEENextera Energy Inc	$1.05M	0.38%	0.00%	-3.6%	Q4 2023
ABNBAirbnb, Inc.	$958K	0.35%	Not reported	+6.6%	Q2 2025
JJacobs Solutions Inc.	$939K	0.34%	0.01%	-2.1%	Q4 2023
DEDeere & Co	$931K	0.34%	0.00%	+208.2%	Q2 2025
ZTSZoetis Inc.	$931K	0.34%	0.00%	+5.0%	Q4 2023
NFLXNetflix Inc	$816K	0.30%	0.00%	+196.1%	Q2 2025
CTVACorteva, Inc.	$799K	0.29%	0.00%	+238.4%	Q2 2025
NOWServiceNow, Inc.	$786K	0.29%	0.00%	+194.5%	Q4 2023
TSLATesla, Inc.	$764K	0.28%	0.00%	-0.1%	Q4 2024
MAMastercard Inc	$751K	0.27%	0.00%	+173.5%	Q2 2025
WMTWalmart Inc.	$709K	0.26%	0.00%	-2.0%	Q4 2023
CICigna Group	$698K	0.25%	0.00%	+4.3%	Q1 2024
SHOPShopify Inc.	$676K	0.25%	0.00%	New	Q3 2025
FISFidelity National Information Services, Inc.	$587K	0.21%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$546K	0.20%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$415K	0.15%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$363K	0.13%	0.00%	+7.3%	Q1 2024
UBERUber Technologies, Inc	$355K	0.13%	0.00%	+31.3%	Q4 2023
SOSouthern Co	$328K	0.12%	0.00%	+0.5%	Q3 2024
FISVFiserv Inc	$319K	0.12%	0.00%	+8.2%	Q4 2023
XOMExxonMobil Holdings Corp	$289K	0.11%	0.00%	-22.9%	Q1 2024
MSTRStrategy Inc	$266K	0.10%	Not reported	Not reported	Q4 2024

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