Powers Advisory Group
Powers Advisory Group reported 128 stocks worth $330M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SCHX (11.3%), DGRO (7.8%) and SCHD (7.5%). Compared with Q2 2026, the fund opened new positions in XOM and VTEB, added to SCHX, DGRO and SCHD, trimmed MSFT, AAPL and WMT and sold out of VXUS, XOM and VTIP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $37.2M | 11.3% | 1.2M | +41K (+3%) | 8 of 8 | |
| 2 |  DGRO Ishares TR | $25.6M | 7.8% | 340K | +23K (+7%) | 8 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $24.7M | 7.5% | 760K | +49K (+7%) | 8 of 8 | |
| 4 |  SCHF Schwab International | $18.3M | 5.5% | 667K | +54K (+9%) | 8 of 8 | |
| 5 |  VCIT Vanguard Scottsdale Fds | $15.8M | 4.8% | 201K | +5,505 (+3%) | 8 of 8 | |
| 6 |  SCHG Schwab Strategic TR | $14.8M | 4.5% | 411K | +4,112 (+1%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $13.5M | 4.1% | 175K | +19K (+12%) | 8 of 8 | |
| 8 |  BND Vanguard BD Index Fds | $12.6M | 3.8% | 180K | +16K (+10%) | 8 of 8 | |
| 9 |  SHYG Ishares TR | $11.2M | 3.4% | 271K | +20K (+8%) | 8 of 8 | |
| 10 |  IGSB Ishares TR | $10.2M | 3.1% | 198K | +8,296 (+4%) | 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 |
|---|---|---|
 VXUS Vanguard Star Fds | $1.3M | 16K |
 XOM Exxon Mobil Corp | $1.3M | 9,479 |
 VTIP Vanguard Shrt Inf Prot | $965K | 19K |
 IBM Ibm Corp | $220K | 783 |
 UNH Unitedhealth Group Inc | $205K | 494 |
🔒 Free account: see all 6.
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 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Powers Advisory Group 13F FAQ
What does Powers Advisory Group own?
Powers Advisory Group reported 128 stocks worth $330M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SCHX (11.3%), DGRO (7.8%) and SCHD (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Powers Advisory Group buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 66 added to, 49 trimmed and 6 sold out. New positions include XOM and VTEB. It sold all of VXUS, XOM and VTIP.
When will Powers Advisory Group 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 Powers Advisory Group's portfolio worth?
The Q3 2026 filing reports $330M 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.