Powers Advisory Group, LLC

CIK 0001927474 · HIGHLAND, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Powers Advisory Group, LLC reported 130 positions worth $319.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SCHX (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$319.1M
2026 Q2
Positions
130
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.5%
Est. Net Flow (Q)
2026 Q2
10 / 130 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSCHWAB STRATEGIC TRSH$35.3M11.05%1,198,097
2DGROISHARES TRSH$24.0M7.53%317,138
3SCHDSCHWAB STRATEGIC TRSH$22.5M7.06%710,781
4SCHFSCHWAB STRATEGIC TRSH$17.0M5.33%613,588
5VCITVANGUARD SCOTTSDALE FDSSH$16.2M5.07%195,822
6SCHGSCHWAB STRATEGIC TRSH$13.8M4.32%407,333
7VCSHVANGUARD SCOTTSDALE FDSSH$12.3M3.87%156,133
8BNDVANGUARD BD INDEX FDSSH$12.0M3.76%163,579
9SHYGISHARES TRSH$10.7M3.34%251,518
10IGSBISHARES TRSH$10.0M3.12%190,125

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Powers Advisory Group, LLC hold as of Q2 2026?

Powers Advisory Group, LLC reported 130 positions worth $319.1M in its Q2 2026 13F filing. Largest positions: SCHX (11.1%), DGRO (7.5%), SCHD (7.1%), SCHF (5.3%) and VCIT (5.1%).

What did Powers Advisory Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Powers Advisory Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.