Power Wealth Management
Power Wealth Management reported 129 stocks worth $295M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are FBND (13.5%), VMBS (7.8%) and SPYV (6.6%). Compared with Q2 2026, the fund opened new positions in JAAA, CVX and FAST, added to FBND, SPYV and SPYG, trimmed VMBS, VCIT and GOOGL and sold out of MGM, ELV and DBP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FBND Fidelity Total Bond ETF | $39.8M | 13.5% | 920K | +54K (+6%) | 8 of 8 | |
| 2 |  VMBS Vanguard Scottsdale Fds | $22.9M | 7.8% | 516K | −143K (−22%) | 8 of 8 | |
| 3 |  SPYV State Street | $19.4M | 6.6% | 318K | +37K (+13%) | 8 of 8 | |
| 4 |  SPYG Spdr Series Trust | $18.5M | 6.3% | 150K | +17K (+13%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $17.8M | 6.0% | 649K | +67K (+12%) | 8 of 8 | |
| 6 |  JEPI J P Morgan Exchange Traded F | $12.1M | 4.1% | 216K | +17K (+8%) | 8 of 8 | |
| 7 |  VGIT Vanguard Scottsdale Fds | $11.1M | 3.7% | 195K | +18K (+10%) | 8 of 8 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $10.8M | 3.7% | 138K | −139K (−50%) | 8 of 8 | |
| 9 |  TBLL Invesco Short Term | $9M | 3.0% | 85K | +1,551 (+2%) | 8 of 8 | |
| 10 |  SCHE Schwab Emerging Markets | $8M | 2.7% | 219K | +25K (+13%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MGM Mgm Resorts Intl | $1.7M | 36K |
 ELV Elevance Health Inc | $1.7M | 4,315 |
 DBP Invesco DB Precious Metals Fun | $1M | 11K |
 IEV Blackrock, Inc. | $857K | 12K |
 MA Mastercard Incorporated | $437K | 851 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Power Wealth Management 13F FAQ
What does Power Wealth Management own?
Power Wealth Management reported 129 stocks worth $295M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are FBND (13.5%), VMBS (7.8%) and SPYV (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Power Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 23 new positions, 56 added to, 41 trimmed and 11 sold out. New positions include JAAA, CVX and FAST. It sold all of MGM, ELV and DBP.
When will Power Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Power Wealth Management's portfolio worth?
The Q3 2026 filing reports $295M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.