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Portfolio (Quarterly) Guide ↗

POWER WEALTH MANAGEMENT LLC

· CIK 0002001039
13F Portfolio $269M AUM 96 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 31 Added 42 Reduced 8 Exited
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SO SOUTHERN CO Utilities 2,814.0 $272K 0.10% -663.0 -19.1% $96.51 -2.4%
82 VUG VANGUARD INDEX FDS 606.0 $265K 0.10% +4.0 +0.7% $436.79 -79.8%
83 TDIV FIRST TR EXCHANGE TRADED FD 2,750.0 $258K 0.10% $93.66 +24.5%
84 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,696.0 $257K 0.10% $38.42 +10.2%
85 NMM NAVIOS MARITIME PARTNERS LP Industrials 3,800.0 $256K 0.10% NEW $67.48 +8.1%
86 RDVY FIRST TR EXCHANGE TRADED FD 3,574.0 $244K 0.09% $68.28 +11.4%
87 LITE LUMENTUM HLDGS INC Technology 341.0 $240K 0.09% NEW $702.76 +25.4%
88 LIN LINDE PLC Basic Materials 479.0 $237K 0.09% -59.0 -11.0% $495.76 +3.4%
89 FIX COMFORT SYS USA INC Industrials 163.0 $225K 0.08% NEW $1378.99 +36.0%
90 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 1,996.0 $220K 0.08% NEW $110.04 -4.1%
91 VTWO VANGUARD SCOTTSDALE FDS 2,110.0 $211K 0.08% $100.17 +17.2%
92 RTX RTX CORPORATION Industrials 1,056.0 $204K 0.08% NEW $192.90 -8.4%
93 L LOEWS CORP Financial Services 1,901.0 $203K 0.07% $106.74 +1.9%
94 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 600.0 $176K 0.07% NEW $292.75 +33.9%
95 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 200.0 $130K 0.05% NEW $650.34 +15.3%
96 ALIT ALIGHT INC Technology 53,089.0 $31K 0.01% $0.58 +56.7%
Page 5 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 20.7%
Consumer Cyclical 16.2%
Communication Services 15.9%
Healthcare 6.7%
Industrials 5.1%
Consumer Defensive 4.6%
Utilities 2.3%
Basic Materials 1.8%
Energy 0.7%