Powerhouse Assets LLC
All 13F Filings
- Location
- Lincoln, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,847
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 57 | 122,847 | 13F-HR | Powerhouse Assets LLC |
| Q1 2026 | 4/28/2026 | 55 | 114,930 | 13F-HR | Powerhouse Assets LLC |
| Q4 2025 | 1/15/2026 | 54 | 113,705 | 13F-HR | Powerhouse Assets LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.062 K | 2.5% | 132 | 0 | 132 |
| ETFs | 118.2 K | 96.2% | 7.747 K | 0 | 7.747 K |
| Debt | 1.597 K | 1.3% | 38 | 0 | 38 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
122,847
Holdings
57
QoQ value change ($000)
7,917
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.