Power Wealth Management LLC
Power Wealth Management LLC reported 118 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Power Wealth Management LLC reported 118 holdings worth US$291M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 118
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 19,187 | US$6.86M | 2.4% |
| Apple Inc | 12,831 | US$3.71M | 1.3% |
| Amazon.com, Inc. | 13,921 | US$3.32M | 1.1% |
| Nvidia Corporation | 13,341 | US$2.67M | 0.92% |
| Microsoft Corp. | 6,599 | US$2.46M | 0.85% |
| Borgwarner Inc. | 31,571 | US$2.1M | 0.72% |
| Charles Schwab Corporation (the) | 19,430 | US$1.79M | 0.62% |
| Mgm Resorts International | 36,430 | US$1.74M | 0.60% |
| Elevance Health, Inc. | 4,315 | US$1.67M | 0.57% |
| Meta Platforms, Inc. | 2,819 | US$1.59M | 0.55% |
| Home Depot, Inc. (the) | 4,452 | US$1.57M | 0.54% |
| Berkshire Hathaway Inc. | 3,101 | US$1.55M | 0.53% |
| Eli Lilly And Company | 1,052 | US$1.26M | 0.43% |
| Citigroup, Inc. | 8,479 | US$1.19M | 0.41% |
| Kroger Company (the) | 20,439 | US$1.13M | 0.39% |
| Intercontinental Exchange Inc. | 9,095 | US$1.12M | 0.38% |
| Verizon Communications Inc. | 26,025 | US$1.1M | 0.38% |
| Autodesk, Inc. | 5,160 | US$1M | 0.34% |
| Cummins Inc. | 1,347 | US$961K | 0.33% |
| Nextera Energy, Inc. | 10,262 | US$901K | 0.31% |
| Visa Inc. | 2,569 | US$881K | 0.30% |
| Deere & Company | 1,272 | US$807K | 0.28% |
| Walmart Inc. | 6,619 | US$750K | 0.26% |
| Equifax, Inc. | 4,469 | US$709K | 0.24% |
| Airbnb, Inc. | 4,809 | US$688K | 0.24% |
| Capital One Financial Corporation | 3,383 | US$679K | 0.23% |
| Broadcom Inc. | 1,737 | US$656K | 0.23% |
| Tesla, Inc. | 1,542 | US$649K | 0.22% |
| Corteva, Inc. | 7,537 | US$638K | 0.22% |
| Jp Morgan Chase & Co. | 1,948 | US$638K | 0.22% |
| Jacobs Solutions Inc. | 4,658 | US$587K | 0.20% |
| The Cigna Group | 1,945 | US$536K | 0.18% |
| Texas Instruments Incorporated | 1,567 | US$467K | 0.16% |
| Oracle Corporation | 3,021 | US$443K | 0.15% |
| Godaddy Inc. | 5,211 | US$442K | 0.15% |
| Lumentum Holdings Inc. | 515 | US$442K | 0.15% |
| Parker-hannifin Corporation | 449 | US$439K | 0.15% |
| Mastercard Incorporated | 851 | US$437K | 0.15% |
| Workday, Inc. | 3,437 | US$421K | 0.14% |
| Carpenter Technology Corporation | 647 | US$399K | 0.14% |
| Amphenol Corporation | 2,252 | US$397K | 0.14% |
| Applied Materials, Inc. | 549 | US$397K | 0.14% |
| Dominion Energy, Inc. | 5,715 | US$390K | 0.13% |
| Exxon Mobil Corporation | 2,760 | US$377K | 0.13% |
| Shopify Inc. | 3,111 | US$355K | 0.12% |
| Ge Vernova Inc. | 296 | US$348K | 0.12% |
| Fidelity National Information Services, Inc. | 8,908 | US$346K | 0.12% |
| Emcor Group, Inc. | 391 | US$324K | 0.11% |
| Comfort Systems Usa, Inc. | 161 | US$319K | 0.11% |
| Servicenow, Inc. | 2,969 | US$295K | 0.10% |
| Coca-cola Company (the) | 3,622 | US$294K | 0.10% |
| Micron Technology, Inc. | 254 | US$293K | 0.10% |
| Southern Company (the) | 2,831 | US$271K | 0.09% |
| Navios Maritime Partners Lp | 3,800 | US$266K | 0.09% |
| Cardinal Health, Inc. | 1,098 | US$261K | 0.09% |
| Welltower Inc. | 1,076 | US$244K | 0.08% |
| Cisco Systems, Inc. | 2,062 | US$242K | 0.08% |
| Uber Technologies, Inc. | 3,141 | US$227K | 0.08% |
| Edison International | 2,982 | US$222K | 0.08% |
| Quanta Services, Inc. | 299 | US$215K | 0.07% |
| Loews Corporation | 1,901 | US$215K | 0.07% |
| Quest Diagnostics Incorporated | 1,000 | US$212K | 0.07% |
| Entergy Corporation | 1,831 | US$210K | 0.07% |
| Howmet Aerospace Inc. | 773 | US$208K | 0.07% |
| Rtx Corporation | 1,056 | US$200K | 0.07% |
| Alight, Inc. | 49,514 | US$27,728 | <0.01% |
| Wells Fargo & Company | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related