Powers Advisory Group Q2 2026 Portfolio Activity Report

Q2 2026 Portfolio Activity Overview

Powers Advisory Group, Llc demonstrated substantial investment activity during the second quarter of 2026. The firm's portfolio saw a mix of buying new positions, increasing existing ones, and exiting some holdings, reflecting strategic adjustments in their asset allocation.

Significant Purchases Across Sectors

The most notable buying activity occurred across several key sectors:

• Technology: Powers significantly increased exposure to Technology ETFs. The firm bought shares of the Vanguard Variable Income Fund (VO), which saw a massive increase in its portfolio percentage allocation, jumping by over 360% quarter-over-quarter.
• Consumer Defensive: A strong purchase was observed in the Consumer Defensive sector via the Franklin Templeton Preferred Investment Grade Term Structure ETF (DIVI). This holding increased substantially within the portfolio during Q2.
• Healthcare: The Healthcare allocation saw a significant boost with purchases of the Vanguard Variable Income Fund - Small Cap Value ex US (VCSH) and the Franklin Templeton Preferred Investment Grade Term Structure ETF (FDVV).
• Energy & Utilities: Powers also added to Energy holdings through the purchase of the Fidelity Congestion Revenue ETF (FDVV), which saw a significant increase, while modestly adding to Utilities via Vanguard Variable Income Fund - Small Cap ex US (VXUS) and Vanguard Variable Income Fund - Mid Cap Value (VTIP).

Focus on Fixed Income & Continued Growth in Equities

Powers Advisory Group maintained a focus on fixed income investments, particularly through Schwab Strategic Trust funds:

• The firm significantly increased its position in the SCHWAB STRATEGIC TR (SCHD) fund.
• There was also substantial buying activity noted for SCHWAB STRATEGIC TR (DGRO), SCHWAB STRATEGIC TR (SCHG), and SCHWAB STRATEGIC TR (SCHF).

In addition, the firm continued to build upon its existing positions in broad-based ETFs like Vanguard STAR Fund (VXUS) and Schwab Strategic Trust funds such as SCHWAB STRATEGIC TR (VCIT). These holdings saw moderate share increases during Q2.

Changes in Top Holdings

Several top holdings from the previous quarter experienced notable changes:

• The Vanguard STAR Fund ETF (BND) saw a significant increase, adding over 16% to its portfolio allocation during Q2.
• Powers also moderately increased its position in the iShares Core Growth ex US ETF (IGSB).

Conversely, some previously large holdings experienced reductions:

• The SCHWAB STRATEGIC TR (SCHX) fund saw a slight decrease of just 0.47% in its portfolio allocation.

Powers Advisory Group's Investment Profile

As an institutional investor, Powers Advisory Group appears to favor diversified ETF strategies across various asset classes and sectors. Their Q2 activity highlights a continued interest in fixed income solutions alongside targeted equity purchases, particularly focusing on growth-oriented Technology and specific sector plays like Consumer Defensive and Healthcare.