POWER WEALTH MANAGEMENT LLC - Portfolio overview
POWER WEALTH MANAGEMENT LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- FBND - FIDELITY MERRIMACK STR TR, 13.77%
- VMBS - VANGUARD SCOTTSDALE FDS, 10.85%
- VCIT - VANGUARD SCOTTSDALE FDS, 8.08%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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