Powerhouse Assets LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.7B, Vanguard Index Fds S&P 500 ETF with a value of $29.6B, Blackrock Ultra Short Term Bon with a value of $4.95B, Vanguard Value ETF with a value of $3.77B, and Ishares Tr with a value of $3.38B.

Examining the 13F form we can see an increase of $114B in the current position value.

Powerhouse Assets LLC is based out at Lincoln, MA

Below you can find more details about Powerhouse Assets LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $109 Billion
Technology: $1.47 Billion
Consumer Cyclical: $537 Million
Communication Services: $435 Million
Healthcare: $225 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $114 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 54 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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