Power Wealth Management LLC has disclosed its quarterly holdings in a recent filing, revealing a total value of approximately $295 million as of September 30, 2026. This update is significant as it provides insights into the firm's investment strategies and positions in major companies, which may influence trends within the asset management sector.

The filing, made on October 27, 2026, highlights the firm's ongoing commitment to managing a diverse portfolio. The total number of reported holdings stands at 129, indicating a broad investment strategy across various sectors.

Background

Power Wealth Management LLC is an asset management firm based in Alpharetta, Georgia. The company operates under the Central Index Key (CIK) number 0002001039. As a registered investment advisor, it provides investment management services to its clients, focusing on long-term growth and value creation. The firm has been active in filing reports with the SEC, with its most recent submissions including multiple 13F-HR forms throughout 2026.

What the Filing Says

The recent filing indicates that Power Wealth Management LLC holds a total of $295,438,140 in assets. The firm has reported 129 different holdings, showcasing a diverse investment approach. Notably, the filing was signed by Michael Williams, the Chief Compliance Officer, on October 23, 2026.

Impact

This filing may have implications for various stakeholders, including clients, competitors, and analysts monitoring the asset management sector. Clients may gain insights into the firm's investment philosophy and strategies, while competitors might reassess their own positions in light of Power Wealth Management's disclosures.

What's Next

The filing does not specify what happens next regarding future investments or changes in strategy. However, it is expected that the firm will continue to monitor market conditions and adjust its portfolio accordingly.