POWER WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 268,764
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 96 | 268,764 | 13F-HR | POWER WEALTH MANAGEMENT LLC |
| Q4 2025 | 2/17/2026 | 94 | 284,029 | 13F-HR | POWER WEALTH MANAGEMENT LLC |
| Q3 2025 | 11/12/2025 | 89 | 274,642 | 13F-HR | POWER WEALTH MANAGEMENT LLC |
| Q2 2025 | 8/12/2025 | 90 | 260,112 | 13F-HR | POWER WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
306
(0.1% of total reported value)
· QoQ Δ:
+306
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.99 K | 23.1% | 0 | 103.8 K | -103.8 K |
| ETFs | 206.5 K | 76.9% | 88.21 K | 0 | 88.21 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
268,764
Holdings
96
QoQ value change ($000)
-15,265
(-5.4%)
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.