SEC Form 13F

Powers Advisory Group, LLC 13F Holdings

Inspect Powers Advisory Group, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-01T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-01
Reported value
$319,085,876
Positions
130

Read this manager's filing book

Step 1 of 3

Disclosed positions

Powers Advisory Group, LLC: source evidence dated 2026-08-01T03:59:59.999Z.

Issuer
SCHWAB STRATEGIC TR
Ticker
SCHX
Class
US LRG CAP ETF
Reported value
$35,260,003
Reported amount
1,198,097
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002085853-26-000918
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$35,260,0031,198,097SHNone
ISHARES TRDGROCORE DIV GRWTH$24,035,853317,138SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$22,538,867710,781SHNone
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$16,996,398613,588SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$16,184,658195,822SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$13,784,165407,333SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$12,339,222156,133SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$12,008,326163,579SHNone
ISHARES TRSHYG0-5YR HI YL CP$10,666,890251,518SHNone
ISHARES TRIGSBISHS 1-5YR INVS$9,964,447190,125SHNone
FIDELITY COVINGTON TRUSTFDVVHIGH DIVID ETF$9,414,859156,160SHNone
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$6,965,912192,801SHNone
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$6,700,802181,741SHNone
WISDOMTREE TRDOLTRUE DEV INTL FD$6,047,66281,325SHNone
MICROSOFT CORPMSFTCOM$5,258,93014,098SHNone
ISHARES TRFLOTFLTG RATE NT ETF$4,612,82590,359SHNone
WISDOMTREE TRDGRWUS QTLY DIV GRT$4,597,53648,081SHNone
FRANKLIN TEMPLETON ETF TRDIVIINTL COR DIV TIL$4,271,32399,984SHNone
WISDOMTREE TRWTVUS VALUE FD$3,442,51133,843SHNone
WALMART INCWMTCOM$3,388,57129,919SHNone
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$3,143,38238,176SHNone
APPLE INCAAPLCOM$3,030,18810,472SHNone
WISDOMTREE TRDONUS MIDCAP DIVID$2,652,08646,923SHNone
JOHNSON & JOHNSONJNJCOM$2,462,6609,697SHNone
ELI LILLY & COLLYCOM$2,355,2531,964SHNone
LOCKHEED MARTIN CORPLMTCOM$2,164,8964,249SHNone
JPMORGAN CHASE & COJPMCOM$2,038,3946,227SHNone
WISDOMTREE TRDESUS SMALLCAP DIVD$1,988,85548,890SHNone
INVESCO QQQ TRQQQUNIT SER 1$1,885,2742,560SHNone
PROCTER & GAMBLE COPGCOM$1,852,22012,631SHNone
VANGUARD INDEX FDSVOMID CAP ETF$1,809,16022,455SHNone
WASTE MGMT INC DELWMCOM$1,796,4198,060SHNone
ISHARES TRIVVCORE S&P500 ETF$1,758,9232,349SHNone
MCDONALDS CORPMCDCOM$1,717,1246,352SHNone
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$1,508,07165,200SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,488,0384,021SHNone
SOUTHERN COSOCOM$1,446,60215,114SHNone
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$1,442,57224,459SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$1,442,06520,240SHNone
AMAZON COM INCAMZNCOM$1,439,0976,038SHNone
CORNING INCGLWCOM$1,388,8175,437SHNone
ALPHABET INCGOOGLCAP STK CL A$1,359,1323,803SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$1,348,94715,779SHNone
EXXON MOBIL CORPXOMCOM$1,296,0159,479SHNone
COCA COLA COKOCOM$1,276,35915,705SHNone
DEERE & CODECOM$1,259,7771,986SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$1,251,5871,676SHNone
PACER FDS TRCOWZUS CASH COWS 100$1,241,09019,953SHNone
PEPSICO INCPEPCOM$1,119,0698,265SHNone
TARGET CORPTGTCOM$1,083,3268,294SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.