POWER WEALTH MANAGEMENT LLC
•CIK: 2001039•Filing: Q4 2025
**POWER WEALTH MANAGEMENT LLC** manages $284M across a diversified portfolio of 94 positions. The strategy shows a notable allocation to fixed income and equity income, highlighted by the top holdings in FBND ($37.6M) and VMBS ($32.6M). Further concentration is observed in core ETF strategies, including VCIT ($22.5M) and SPYV ($15.2M). This structure suggests a focus on yield generation and relative stability within the current market cycle.
Total AUM
$284.0M
QoQ Performance
+3.4%
Positions
71
Top 10 Concentration
61.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FBND
VMBS
VCIT
SPYV
FBND13.2%
VMBS11.5%
VCIT7.9%
SPYV5.4%
SCHF4.7%
SPYG4.7%
VGIT4.1%
JEPI3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.3%
Technology7.5%
ETF3.9%
Financial3.2%
Consumer3.0%
Healthcare0.8%
Communication0.7%
Consumer Staples0.7%
Changes from Q3 2025
NEW7 new positions
↑40 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023