Investor
Powers Advisory Group, LLC
CIK 0001927474 · filed 2026-04-21 · SEC filing
13F book
$283.6M
Positions
125
3 new · 4 sold
Largest name
10.9%
Schwab Strategic Tr
Est. mark
$1.03M
Price effect on 122 names still held. Flow $17M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 1.2M | $30.9M | 10.9% | −$1.52M | Added−$1.4M |
| Schwab Strategic Tr | — | 683.7K | $21M | 7.4% | $2.08M | Added$3.4M |
| Ishares Tr | — | 295.5K | $20.7M | 7.3% | $205.4K | Added$1.98M |
| Vanguard Scottsdale Fds | — | 183.1K | $15.2M | 5.3% | −$164.4K | Added$1.39M |
| Schwab Strategic Tr | — | 598.6K | $14.8M | 5.2% | $406.5K | Added$1.05M |
| Schwab Strategic Tr | — | 382.4K | $11.1M | 3.9% | −$1.27M | Added−$686.4K |
| Vanguard Scottsdale Fds | — | 137.7K | $10.9M | 3.9% | −$57.3K | Added$982.1K |
| Vanguard Bd Index Fds | — | 140.6K | $10.4M | 3.6% | −$47.7K | Added$2.14M |
| Ishares Tr | — | 236.3K | $10M | 3.5% | −$122.4K | Added$626.6K |
| Ishares Tr | — | 189.3K | $9.95M | 3.5% | −$57.2K | Added$494.3K |
| Fidelity Covington Trust | — | 140.7K | $7.77M | 2.7% | −$168K | Added$1.21M |
| Wisdomtree Tr | — | 83.6K | $5.69M | 2.0% | $178.7K | Cut$135.9K |
| Schwab Strategic Tr | — | 191.8K | $5.58M | 2.0% | $114.9K | Added$124.7K |
| Schwab Strategic Tr | — | 180.2K | $5.58M | 2.0% | $158.1K | Added$237.4K |
| Microsoft Corp | MSFT | 14.5K | $5.38M | 1.9% | −$1.64M | Added−$1.6M |
| Ishares Tr | — | 83.4K | $4.25M | 1.5% | $6.17K | Added$780.3K |
| Walmart Inc. | WMT | 31.6K | $3.92M | 1.4% | $406K | Cut$340.1K |
| Wisdomtree Tr | — | 44.3K | $3.89M | 1.4% | −$64.4K | Added$267.3K |
| Franklin Templeton Etf Tr | — | 78.5K | $3.12M | 1.1% | $49.8K | Added$1.02M |
| Apple Inc. | AAPL | 10.7K | $2.72M | 1.0% | −$193.2K | Cut−$246.5K |
| Lockheed Martin Corp | LMT | 4.48K | $2.71M | 1.0% | $541.5K | Cut$520.2K |
| Wisdomtree Tr | — | 47.4K | $2.49M | 0.9% | $44K | Added$71.1K |
| Dimensional Etf Trust | — | 34.8K | $2.47M | 0.9% | $44.4K | Added$353.4K |
| Johnson & Johnson | JNJ | 10K | $2.45M | 0.9% | $375.5K | Cut$338K |
| Wisdomtree Tr | — | 25.7K | $2.44M | 0.9% | $18.3K | Added$1.24M |
| Eli Lilly & Co | LLY | 2.22K | $2.04M | 0.7% | −$343.2K | Cut−$427.1K |
| Mcdonalds Corp | MCD | 6.48K | $2.01M | 0.7% | $33.4K | Added$40.2K |
| Procter And Gamble Co | PG | 13.4K | $1.93M | 0.7% | $15K | Added$22.2K |
| Waste Mgmt Inc Del | — | 8.21K | $1.89M | 0.7% | $82.7K | Cut$63.1K |
| Jpmorgan Chase & Co. | — | 6.29K | $1.85M | 0.7% | −$176.4K | Cut−$190.9K |
| Wisdomtree Tr | — | 48.9K | $1.76M | 0.6% | $121.7K | Cut$115.2K |
| Exxon Mobil Corp | — | 9.99K | $1.7M | 0.6% | $493K | Cut$484.6K |
| Ishares Tr | — | 2.43K | $1.59M | 0.6% | −$68.3K | Added$113.3K |
| Invesco Qqq Tr | — | 2.56K | $1.48M | 0.5% | −$95K | Added−$94.4K |
| Southern Co | — | 15.2K | $1.47M | 0.5% | $141.6K | Added$145.7K |
| Schwab Us Aggregate Bond | — | 62.3K | $1.45M | 0.5% | −$9.35K | Cut−$198.8K |
| Vanguard Index Fds | — | 4.87K | $1.4M | 0.5% | −$12.2K | Added$248.8K |
| Amazon Com Inc | AMZN | 6.35K | $1.32M | 0.5% | −$140.3K | Added−$113.3K |
| Pepsico Inc | PEP | 8.35K | $1.3M | 0.5% | $97.1K | Added$113.1K |
| Pacer Fds Tr | — | 20.3K | $1.27M | 0.4% | $46.4K | Added$103.3K |
| Vanguard Scottsdale Fds | — | 20.7K | $1.24M | 0.4% | −$5.87K | Added$308.2K |
| Chevron Corp New | CVX | 5.88K | $1.22M | 0.4% | $320.4K | Added$321.3K |
| Coca Cola Co | KO | 15.7K | $1.19M | 0.4% | $96.3K | Cut$78.6K |
| Deere & Co | DE | 2.1K | $1.18M | 0.4% | $204.6K | Added$206.9K |
| Alphabet Inc | — | 3.98K | $1.14M | 0.4% | −$93.9K | Added−$11.1K |
| Spdr S&P 500 Etf Tr | — | 1.68K | $1.09M | 0.4% | −$52.9K | Held |
| Vanguard Tax-Managed Fds | — | 16.3K | $1.04M | 0.4% | $20.1K | Added$262.5K |
| Target Corp | TGT | 8.58K | $1.04M | 0.4% | $201.2K | Cut$170.2K |
| Duke Energy Corp New | — | 7.31K | $957.5K | 0.3% | $100.3K | Cut$95.5K |
| Corning Inc | — | 6.53K | $887.2K | 0.3% | $315.8K | Cut$260.8K |
| Enterprise Prods Partners L | — | 23.3K | $883.2K | 0.3% | $133.4K | Added$143.2K |
| Vanguard Bd Index Fds | — | 11.2K | $874.5K | 0.3% | −$4.49K | Cut−$10.7K |
| Us Bancorp Del | — | 15.4K | $798.5K | 0.3% | −$20.8K | Cut−$44.1K |
| Verizon Communications Inc | VZ | 15.8K | $792.6K | 0.3% | $149.6K | Cut$145.7K |
| Philip Morris Intl Inc | — | 4.62K | $763.1K | 0.3% | $22.8K | Cut$21.7K |
| Starbucks Corp | SBUX | 8.43K | $755.5K | 0.3% | $45.4K | Cut$25.7K |
| Colgate Palmolive Co | CL | 8.82K | $751.5K | 0.3% | $54.8K | Cut$46.2K |
| Vanguard Bd Index Fds | — | 9.67K | $746.7K | 0.3% | −$6.75K | Cut−$16.3K |
| Paychex Inc | PAYX | 7.81K | $719.6K | 0.3% | −$156.8K | Cut−$180.2K |
| Ishares Tr | — | 4.54K | $688K | 0.2% | $29.7K | Added$278.5K |
| Consolidated Edison Inc | ED | 6.02K | $681.1K | 0.2% | $82.9K | Added$86.2K |
| Realty Income Corp | O | 11K | $671.6K | 0.2% | $52.8K | Cut$36.6K |
| Nvidia Corp | NVDA | 3.83K | $667.1K | 0.2% | −$40K | Added$49.3K |
| Sysco Corp | SYY | 9.15K | $652.8K | 0.2% | −$21.7K | Cut−$33.2K |
| Broadcom Inc. | AVGO | 2.06K | $636K | 0.2% | −$62.4K | Added$45.9K |
| Spdr Dow Jones Indl Average | — | 1.37K | $635K | 0.2% | −$23.8K | Held |
| Altria Group, Inc. | MO | 9.48K | $625.8K | 0.2% | $79K | Cut$62K |
| Clorox Co Del | — | 5.59K | $579.2K | 0.2% | $15.6K | Cut$5.11K |
| Amgen Inc | AMGN | 1.62K | $569.3K | 0.2% | $39.6K | Added$42K |
| Wisdomtree Tr | — | 5.93K | $530K | 0.2% | $7.44K | Added$9.59K |
| BlackRock, Inc. | BLK | 549 | $527.5K | 0.2% | −$59.4K | Added−$57.5K |
| American Centy Etf Tr | — | 4.77K | $527K | 0.2% | $25.9K | Added$215.4K |
| United Parcel Service Inc | UPS | 5.17K | $508.8K | 0.2% | −$3.95K | Added$20.1K |
| Visa Inc. | V | 1.63K | $493.8K | 0.2% | −$71.2K | Added−$21.4K |
| Bank America Corp | — | 10.1K | $490.9K | 0.2% | −$62.9K | Cut−$76.9K |
| Spdr Index Shs Fds | — | 9.94K | $466.1K | 0.2% | $509 | Added$227.6K |
| Kimberly Clark Corp | KMB | 4.67K | $450.8K | 0.2% | −$20.7K | Cut−$41.7K |
| Cardinal Health Inc | CAH | 2.1K | $444.4K | 0.2% | $12.2K | Cut−$1.6K |
| Merck & Co., Inc. | MRK | 3.63K | $436.7K | 0.2% | $52.6K | Added$68.1K |
| Unilever Plc | — | 7.61K | $433.4K | 0.2% | −$64.1K | Cut−$80K |
| Toronto Dominion Bk Ont | — | 4.54K | $423.4K | 0.1% | −$4.04K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.24K | $419.7K | 0.1% | $36.7K | Added$92.1K |
| Lowes Cos Inc | — | 1.75K | $413.4K | 0.1% | −$8.05K | Added$22.2K |
| Pnc Finl Svcs Group Inc | — | 1.91K | $397.1K | 0.1% | −$1.03K | Added$1.05K |
| Enbridge Inc | — | 7.32K | $396.1K | 0.1% | $46.2K | Cut$27K |
| Aflac Inc | AFL | 3.59K | $393.8K | 0.1% | −$1.93K | Cut−$11K |
| At&T Inc | — | 13.2K | $383.8K | 0.1% | $55K | Cut$49.9K |
| Pfizer Inc | PFE | 13.5K | $379.5K | 0.1% | $42.6K | Added$45.9K |
| Air Prods & Chems Inc | — | 1.3K | $378.4K | 0.1% | $55.8K | Added$61.9K |
| Cisco Sys Inc | — | 4.75K | $368.8K | 0.1% | $2.65K | Cut−$1.97K |
| Nextera Energy Inc | — | 3.96K | $367.5K | 0.1% | $47.7K | Added$63.6K |
| Bp Plc | — | 7.8K | $366.8K | 0.1% | $95.1K | Added$97.6K |
| Home Depot, Inc. | HD | 1.11K | $366.4K | 0.1% | −$16.3K | Added−$5.46K |
| Archer-Daniels-Midland Co | ADM | 4.98K | $361.8K | 0.1% | $75.7K | Cut$61.4K |
| American Elec Pwr Co Inc | — | 2.74K | $359.4K | 0.1% | $41.4K | Added$57K |
| Mastercard Inc | MA | 700 | $349.6K | 0.1% | −$47.6K | Added−$31.6K |
| Prologis Inc. | — | 2.6K | $343.4K | 0.1% | $11.2K | Added$26.4K |
| Phillips 66 | PSX | 1.87K | $341.4K | 0.1% | $99.5K | Added$99.7K |
| Emerson Elec Co | — | 2.6K | $341K | 0.1% | −$4.47K | Added−$4.08K |
| Meta Platforms, Inc. | META | 589 | $337.1K | 0.1% | −$38.8K | Added$46.5K |
| Abbott Labs | ABT | 3.28K | $336.9K | 0.1% | −$69.9K | Added−$50.3K |
| Alphabet Inc | — | 1.12K | $322K | 0.1% | −$30.2K | Held |
| Ameren Corp | AEE | 2.74K | $301.7K | 0.1% | $27.6K | Added$28.6K |
| General Mls Inc | GIS | 7.86K | $292.7K | 0.1% | −$73K | Cut−$102.3K |
| Medtronic Plc | MDT | 3.37K | $292.4K | 0.1% | −$31.7K | Cut−$45.7K |
| Darden Restaurants Inc | DRI | 1.48K | $290.5K | 0.1% | $17.8K | Added$18.8K |
| Gsk Plc | — | 5.18K | $286.1K | 0.1% | $31.9K | Added$31.9K |
| Wells Fargo Co New | — | 3.51K | $279.7K | 0.1% | −$47.7K | Added−$47.4K |
| Palo Alto Networks Inc | PANW | 1.74K | $278.3K | 0.1% | −$37.8K | Added−$13.5K |
| Union Pac Corp | — | 1.13K | $273.2K | 0.1% | $11.8K | Added$32.4K |
| Pimco Etf Tr | — | 5.17K | $269.7K | 0.1% | −$1.11K | Added$508 |
| AbbVie Inc. | ABBV | 1.18K | $257.5K | 0.1% | −$12.9K | Cut−$23.4K |
| Wisdomtree Tr | — | 2.35K | $256.3K | 0.1% | $15.1K | Added$49.3K |
| Vanguard World Fd | — | 1.29K | $256K | 0.1% | $16.9K | Added$18.3K |
| Texas Instrs Inc | — | 1.3K | $252K | 0.1% | $26.8K | Added$27.2K |
| Berkshire Hathaway Inc Del | — | 507 | $243K | 0.1% | −$9.62K | Added$36.9K |
| Morgan Stanley | — | 1.45K | $238.1K | 0.1% | −$18.7K | Added−$18K |
| NIKE, Inc. | NKE | 4.5K | $237.6K | 0.1% | −$49K | Cut−$64.7K |
| Caterpillar Inc | CAT | 332 | $235.2K | 0.1% | $44.8K | Cut$21.9K |
| Salesforce, Inc. | CRM | 1.22K | $227.4K | 0.1% | −$91.3K | Added−$82K |
| Vanguard Intl Equity Index F | — | 4.11K | $221.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 844 | $221K | 0.1% | $3.15K | Added$3.93K |
| Eog Res Inc | — | 1.51K | $218.4K | 0.1% | — | New |
| Ishares Tr | — | 5.05K | $215K | 0.1% | — | New |
| RTX Corp | RTX | 1.07K | $207.3K | 0.1% | $10.3K | Cut$915 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.