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Michael Williams

Power Wealth Management Llc

Assets Managed
$268.764M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-5.37%(2Q avg: -0.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Power Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Power Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 268.764M in assets, with a quarterly growth rate of -5.37% and a 2-quarter average growth rate of -0.97%. The portfolio is managed by Michael Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 1.84%
14.1%
$37.895M
830,657 shares@ $45.62 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Decreased -8.2%
11.12%
$29.862M
636,044 shares@ $46.95 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 0.03%
8.27%
$22.224M
268,566 shares@ $82.76 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 1.77%
5.74%
$15.416M
272,460 shares@ $56.58 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.01%
5.26%
$14.122M
570,600 shares@ $24.76 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.58%
4.71%
$12.652M
129,220 shares@ $97.92 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 2.73%
4.1%
$11.011M
194,262 shares@ $56.69 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -9.87%
3.87%
$10.398M
174,607 shares@ $59.56 avg price
TBLL
Invesco Short Term Treasury
Recent Activity
Increased 1.23%
3.28%
$8.796M
83,337 shares@ $105.56 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Decreased -13.48%
2.53%
$6.797M
142,145 shares@ $47.83 avg price

1-10 of 94