Powers Advisory Group, LLC
•CIK: 1927474•Filing: Q4 2025
**Powers Advisory Group, LLC** manages $266M across a diversified portfolio of 126 positions. The strategy exhibits a clear tilt toward dividend-focused and broad market exposure, highlighted by significant allocations to SCHX ($32.3M) and DGRO ($18.8M). Further concentration is evident in core dividend ETFs such as SCHD ($17.6M) and SCHF ($13.8M). The portfolio maintains substantial fixed-income and growth exposure via holdings like VCIT ($13.8M) and SCHG ($11.8M).
Total AUM
$265.5M
QoQ Performance
+5.8%
Positions
102
Top 10 Concentration
54.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
DGRO
SCHD
SCHF
VCIT
SCHX12.2%
DGRO7.1%
SCHD6.6%
SCHF5.2%
VCIT5.2%
SCHG4.5%
VCSH3.7%
IGSB3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.8%
Technology5.4%
Consumer3.3%
Healthcare2.6%
Financial2.0%
Industrial1.6%
Utilities1.2%
Consumer Staples1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑83 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023