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POWERHOUSE ASSETS LLC 13F portfolio summary

POWERHOUSE ASSETS LLC of POWERHOUSE ASSETS LLC has 57 current stock holdings with a reported portfolio value of $122.8M. The portfolio 1 year return is +9.36%. Top holdings include VOO (26.24%), IVV (24.47%), ICSH (4.70%), VTV (3.46%), EMXC (2.74%).

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POWERHOUSE ASSETS LLC

POWERHOUSE ASSETS LLC
Latest filing: 2026-06-30

POWERHOUSE ASSETS LLC runs POWERHOUSE ASSETS LLC and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $122.85M. Their top holdings are VOO, IVV, ICSH, VTV, EMXC. The top five represent 61.6% of reported portfolio weight. POWERHOUSE ASSETS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, POWERHOUSE ASSETS LLC initiated 3 new positions. They added to 15 existing positions. They trimmed 28 positions. Their current best-performing preview position is EMXC with returns of +30.05%.

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Top 5 Holdings
VOO26.2%
IVV24.5%
ICSH4.7%
VTV3.5%
EMXC2.7%
Top 5: 61.6%
Portfolio Returns
1 Year
+9.36%
#0/1000
3 Year
+9.36%
#0/1000
5 Year
+9.36%
#0/1000

Portfolio Value

$122.85M

Alpha Score

9.6

#0 of 1000

Holdings

57

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57 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
26.24%$627.11$703.77+12.22%
Trimmed
-0.61%
IVV
ISHARES TR
24.47%$684.25$769.30+12.43%
Trimmed
-9.41%
ICSH
ISHARES TR
4.70%$50.58$50.54-0.09%
Added
+3.84%
VTV
VANGUARD INDEX FDS
3.46%$191.02$226.35+18.50%
Trimmed
-1.81%
EMXC
ISHARES INC
2.74%$72.89$97.80+34.17%
Trimmed
-29.28%
IEFA
ISHARES TR
2.63%$89.46$100.87+12.75%
Trimmed
-11.40%
DFSD
DIMENSIONAL ETF TRUST
2.48%$47.94$47.31-1.31%
Trimmed
-6.48%
DFAI
DIMENSIONAL ETF TRUST
2.44%$38.21$43.33+13.40%
Trimmed
-0.45%
SPSB
SPDR SERIES TRUST
2.25%$30.18$29.94-0.80%
Added
+8.60%
VBR
VANGUARD INDEX FDS
2.13%$211.88$249.17+17.60%
Trimmed
-0.29%

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