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Powers Advisory Group, LLC 13F Filings, Portfolio & Analysis

CIK: 0001927474
Highland 2603 Plaza Drive
Zip Code: 62249
Latest Portfolio Value
$319.09 M
+12.52%
Total Holdings
130
5
Latest Report Date
Q2 2026
Top 10 Concentration
54.46%

Powers Advisory Group, LLC — Portfolio Overview & Company Profile

Powers Advisory Group, LLC (CIK: 0001927474) is a financial institution headquartered at 2603 Plaza Drive, , Highland, Illinois 62249. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $319.09 M, comprising 130 distinct securities. Over its filing history, it has submitted 19 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 54.5%. Quarterly turnover: 1.3%. ▲ 8 new, +59 added, −59 reduced, ×3 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+12.52%
$319.09 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
1.2 M $35.26 M 11.05% ▼ 5,700 Reduce -0.5%
317,138 $24.04 M 7.53% ▲ 21,660 Add 7.3%
710,781 $22.54 M 7.06% ▲ 27,094 Add 4.0%
613,588 $17 M 5.33% ▲ 14,968 Add 2.5%
195,822 $16.18 M 5.07% ▲ 12,738 Add 7.0%
407,333 $13.78 M 4.32% ▲ 24,968 Add 6.5%
156,133 $12.34 M 3.87% ▲ 18,398 Add 13.4%
163,579 $12.01 M 3.76% ▲ 23,028 Add 16.4%
251,518 $10.67 M 3.34% ▲ 15,248 Add 6.5%
190,125 $9.96 M 3.12% ▲ 837 Add 0.4%

Historical Portfolio Charts