Powers Advisory Group, LLC holds a focused book of 130 stocks worth $319.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Powers Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $682.9B |
| MORGAN STANLEY | 80 / 80 | $529.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $477.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $368.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $168.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $160.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $86.4B |
| LPL Financial LLC | 80 / 80 | $82.3B |
Ranked by how many of Powers Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $35.3M | 1.20M | 11.1% | ▼−0.5% Reduced · −6K sh | |
| 2 | Ishares TR CORE DIV GRWTH | $24.0M | 317.1K | 7.5% | ▲+7.3% Added · +22K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $22.5M | 710.8K | 7.1% | ▲+4.0% Added · +27K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $17.0M | 613.6K | 5.3% | ▲+2.5% Added · +15K sh | |
| 5 | Vanguard Scottsdale FDS INT-TERM CORP | $16.2M | 195.8K | 5.1% | ▲+7.0% Added · +13K sh | |
| 6 | Schwab Strategic TR US LCAP GR ETF | $13.8M | 407.3K | 4.3% | ▲+6.5% Added · +25K sh | |
| 7 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $12.3M | 156.1K | 3.9% | ▲+13% Added · +18K sh | |
| 8 | Vanguard BD Index FDS TOTAL BND MRKT | $12.0M | 163.6K | 3.8% | ▲+16% Added · +23K sh | |
| 9 | Ishares TR 0-5YR HI YL CP | $10.7M | 251.5K | 3.3% | ▲+6.5% Added · +15K sh | |
| 10 | Ishares TR ISHS 1-5YR INVS | $10.0M | 190.1K | 3.1% | ▲+0.4% Added · +837 sh | |
| 11 | Fidelity Covington Trust HIGH DIVID ETF | $9.4M | 156.2K | 3.0% | ▲+11% Added · +15K sh | |
| 12 | Schwab Strategic TR US SML CAP ETF | $7.0M | 192.8K | 2.2% | ▲+0.5% Added · +980 sh | |
| 13 | Schwab Strategic TR US MID-CAP ETF | $6.7M | 181.7K | 2.1% | ▲+0.9% Added · +2K sh | |
| 14 | Wisdomtree TR TRUE DEV INTL FD | $6.0M | 81.3K | 1.9% | ▼−2.8% Reduced · −2K sh | |
| 15 | Microsoft Corp COM | $5.3M | 14.1K | 1.6% | ▼−3.0% Reduced · −444 sh | |
| 16 | Ishares TR FLTG RATE NT ETF | $4.6M | 90.4K | 1.4% | ▲+8.4% Added · +7K sh | |
| 17 | Wisdomtree TR US QTLY DIV GRT | $4.6M | 48.1K | 1.4% | ▲+8.7% Added · +4K sh | |
| 18 | Franklin Templeton ETF TR INTL COR DIV TIL | $4.3M | 100.0K | 1.3% | ▲+27% Added · +22K sh | |
| 19 | Wisdomtree TR US VALUE FD | $3.4M | 33.8K | 1.1% | ▲+31% Added · +8K sh | |
| 20 | Walmart Inc COM | $3.4M | 29.9K | 1.1% | ▼−5.2% Reduced · −2K sh | |
| 21 | Dimensional ETF Trust US SMALL CAP ETF | $3.1M | 38.2K | 1.0% | ▲+9.8% Added · +3K sh | |
| 22 | Apple Inc COM | $3.0M | 10.5K | 0.9% | ▼−2.1% Reduced · −228 sh | |
| 23 | Wisdomtree TR US MIDCAP DIVID | $2.7M | 46.9K | 0.8% | ▼−0.9% Reduced · −438 sh | |
| 24 | Johnson & Johnson COM | $2.5M | 9.7K | 0.8% | ▼−3.2% Reduced · −317 sh | |
| 25 | Eli Lilly & Co COM | $2.4M | 2.0K | 0.7% | ▼−11% Reduced · −252 sh | |
| 26 | Lockheed Martin Corp COM | $2.2M | 4.2K | 0.7% | ▼−5.2% Reduced · −235 sh | |
| 27 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 0.6% | ▼−0.9% Reduced · −60 sh | |
| 28 | Wisdomtree TR US SMALLCAP DIVD | $2.0M | 48.9K | 0.6% | ▲+0.1% Added · +29 sh | |
| 29 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.6% | —Held | |
| 30 | Procter & Gamble Co COM | $1.9M | 12.6K | 0.6% | ▼−5.5% Reduced · −739 sh | |
| 31 | Vanguard Index FDS MID CAP ETF | $1.8M | 22.5K | 0.6% | ▲+361% Added · +18K sh | |
| 32 | Waste Mgmt Inc Del COM | $1.8M | 8.1K | 0.6% | ▼−1.8% Reduced · −147 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $1.8M | 2.3K | 0.6% | ▼−3.4% Reduced · −83 sh | |
| 34 | McDonalds Corp COM | $1.7M | 6.4K | 0.5% | ▼−2.0% Reduced · −130 sh | |
| 35 | Schwab Strategic TR US AGGREGATE B | $1.5M | 65.2K | 0.5% | ▲+4.6% Added · +3K sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.0K | 0.5% | ▲New New position | |
| 37 | Southern Co COM | $1.4M | 15.1K | 0.5% | ▼−0.8% Reduced · −122 sh | |
| 38 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.4M | 24.5K | 0.5% | ▲+18% Added · +4K sh | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.4M | 20.2K | 0.5% | ▲+24% Added · +4K sh | |
| 40 | Amazon Com Inc COM | $1.4M | 6.0K | 0.5% | ▼−5.0% Reduced · −315 sh | |
| 41 | Corning Inc COM | $1.4M | 5.4K | 0.4% | ▼−17% Reduced · −1K sh | |
| 42 | Alphabet Inc CAP STK CL A | $1.4M | 3.8K | 0.4% | ▼−4.5% Reduced · −178 sh | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 15.8K | 0.4% | ▲New New position | |
| 44 | Exxon Mobil Corp COM | $1.3M | 9.5K | 0.4% | ▼−5.2% Reduced · −516 sh | |
| 45 | Coca Cola Co COM | $1.3M | 15.7K | 0.4% | ▲+0.2% Added · +26 sh | |
| 46 | Deere & Co COM | $1.3M | 2.0K | 0.4% | ▼−5.4% Reduced · −113 sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.7K | 0.4% | —Held | |
| 48 | Pacer FDS TR US CASH COWS 100 | $1.2M | 20.0K | 0.4% | ▼−1.8% Reduced · −358 sh | |
| 49 | Pepsico Inc COM | $1.1M | 8.3K | 0.4% | ▼−1.1% Reduced · −88 sh | |
| 50 | Target Corp COM | $1.1M | 8.3K | 0.3% | ▼−3.3% Reduced · −283 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1927474/holdings"
Use Arkolith to show Powers Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 130 | $319.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 125 | $283.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 126 | $265.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 121 | $251.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 115 | $227.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 107 | $209.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 103 | $199.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 98 | $200.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.