Powers Advisory Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$283.6M
Q ending 2026-03-31
Prior quarter
$265.5M
Q ending 2025-12-31
Change
+6.8% QoQ · +35.1% YoY
Positions
125
reported holdings
Largest positions
Top 100 of 125 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $30.9M | 1.2M |
| Schwab Strategic Tr | SCHD | Shares | $21.0M | 684K |
| Ishares Tr | DGRO | Shares | $20.7M | 295K |
| Vanguard Scottsdale Fds | VCIT | Shares | $15.2M | 183K |
| Schwab Strategic Tr | SCHF | Shares | $14.8M | 599K |
| Schwab Strategic Tr | SCHG | Shares | $11.1M | 382K |
| Vanguard Scottsdale Fds | VCSH | Shares | $10.9M | 138K |
| Vanguard Bd Index Fds | BND | Shares | $10.4M | 141K |
| Ishares Tr | SHYG | Shares | $10.0M | 236K |
| Ishares Tr | IGSB | Shares | $9.9M | 189K |
| Fidelity Covington Trust | FDVV | Shares | $7.8M | 141K |
| Wisdomtree Tr | DOL | Shares | $5.7M | 84K |
| Schwab Strategic Tr | SCHA | Shares | $5.6M | 192K |
| Schwab Strategic Tr | SCHM | Shares | $5.6M | 180K |
| Microsoft Corp | MSFT | Shares | $5.4M | 15K |
| Ishares Tr | FLOT | Shares | $4.2M | 83K |
| Walmart Inc | WMT | Shares | $3.9M | 32K |
| Wisdomtree Tr | DGRW | Shares | $3.9M | 44K |
| Franklin Templeton Etf Tr | DIVI | Shares | $3.1M | 78K |
| Apple Inc | AAPL | Shares | $2.7M | 11K |
| Lockheed Martin Corp | LMT | Shares | $2.7M | 4K |
| Wisdomtree Tr | DON | Shares | $2.5M | 47K |
| Dimensional Etf Trust | DFAS | Shares | $2.5M | 35K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Wisdomtree Tr | WTV | Shares | $2.4M | 26K |
| Eli Lilly & Co | LLY | Shares | $2.0M | 2K |
| Mcdonalds Corp | MCD | Shares | $2.0M | 6K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Waste Mgmt Inc Del | WM | Shares | $1.9M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Wisdomtree Tr | DES | Shares | $1.8M | 49K |
| Exxon Mobil Corp | XOM | Shares | $1.7M | 10K |
| Ishares Tr | IVV | Shares | $1.6M | 2K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Southern Co | SO | Shares | $1.5M | 15K |
| Schwab Strategic Tr | SCHZ | Shares | $1.4M | 62K |
| Vanguard Index Fds | VO | Shares | $1.4M | 5K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| Pepsico Inc | PEP | Shares | $1.3M | 8K |
| Pacer Fds Tr | COWZ | Shares | $1.3M | 20K |
| Vanguard Scottsdale Fds | VGIT | Shares | $1.2M | 21K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Coca Cola Co | KO | Shares | $1.2M | 16K |
| Deere & Co | DE | Shares | $1.2M | 2K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.1M | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.0M | 16K |
| Target Corp | TGT | Shares | $1.0M | 9K |
| Duke Energy Corp New | DUK | Shares | $958K | 7K |
| Corning Inc | GLW | Shares | $887K | 7K |
| Enterprise Prods Partners L | EPD | Shares | $883K | 23K |
| Vanguard Bd Index Fds | BSV | Shares | $874K | 11K |
| Us Bancorp | USB | Shares | $799K | 15K |
| Verizon Communications Inc | VZ | Shares | $793K | 16K |
| Philip Morris Intl Inc | PM | Shares | $763K | 5K |
| Starbucks Corp | SBUX | Shares | $755K | 8K |
| Colgate Palmolive Co | CL | Shares | $752K | 9K |
| Vanguard Bd Index Fds | BIV | Shares | $747K | 10K |
| Paychex Inc | PAYX | Shares | $720K | 8K |
| Ishares Tr | DVY | Shares | $688K | 5K |
| Consolidated Edison Inc | ED | Shares | $681K | 6K |
| Realty Income Corp | O | Shares | $672K | 11K |
| Nvidia Corporation | NVDA | Shares | $667K | 4K |
| Sysco Corp | SYY | Shares | $653K | 9K |
| Broadcom Inc | AVGO | Shares | $636K | 2K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $635K | 1K |
| Altria Group Inc | MO | Shares | $626K | 9K |
| Clorox Co Del | CLX | Shares | $579K | 6K |
| Amgen Inc | AMGN | Shares | $569K | 2K |
| Wisdomtree Tr | DLN | Shares | $530K | 6K |
| Blackrock Inc | BLK | Shares | $528K | 549 |
| American Centy Etf Tr | AVUV | Shares | $527K | 5K |
| United Parcel Svcs Inc | UPS | Shares | $509K | 5K |
| Visa Inc | V | Shares | $494K | 2K |
| Bank America Corp | BAC | Shares | $491K | 10K |
| Spdr Index Shs Fds | SPEM | Shares | $466K | 10K |
| Kimberly-Clark Corp | KMB | Shares | $451K | 5K |
| Cardinal Health Inc | CAH | Shares | $444K | 2K |
| Merck & Co Inc | MRK | Shares | $437K | 4K |
| Unilever Plc | UL | Shares | $433K | 8K |
| Toronto Dominion Bk Ont | TD | Shares | $423K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $420K | 1K |
| Lowes Cos Inc | LOW | Shares | $413K | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $397K | 2K |
| Enbridge Inc | ENB | Shares | $396K | 7K |
| Aflac Inc | AFL | Shares | $394K | 4K |
| At&T Inc | T | Shares | $384K | 13K |
| Pfizer Inc | PFE | Shares | $379K | 14K |
| Air Products And Chemicals I | APD | Shares | $378K | 1K |
| Cisco Sys Inc | CSCO | Shares | $369K | 5K |
| Nextera Energy Inc | NEE | Shares | $368K | 4K |
| Bp Plc | BP | Shares | $367K | 8K |
| Home Depot Inc | HD | Shares | $366K | 1K |
| Archer Daniels Midland Co | ADM | Shares | $362K | 5K |
| American Elec Pwr Co Inc | AEP | Shares | $359K | 3K |
| Mastercard Incorporated | MA | Shares | $350K | 700 |
| Prologis Inc. | PLD | Shares | $343K | 3K |
| Phillips 66 | PSX | Shares | $341K | 2K |
| Emerson Elec Co | EMR | Shares | $341K | 3K |
| Meta Platforms Inc | META | Shares | $337K | 589 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.