# EDGAR Filing Document

**Accession Number:** 0002001039
**File Stem:** 0001398344-25-015001
**Filing Date:** 2025-8
**Character Count:** 12598
**Document Hash:** a65e8a07d05c8b1d4cb8422b0494f10f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-015001.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001398344-25-015001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** POWER WEALTH MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0002001039

**ORGANIZATION NAME:**
- **EIN:** 830539841
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23610
- **FILM NUMBER:** 251204633

**BUSINESS ADDRESS:**
- **STREET 1:** 2400 LAKEVIEW PARKWAY
- **STREET 2:** SUITE 675
- **CITY:** ALPHARETTA
- **STATE:** GA
- **ZIP:** 30009
- **BUSINESS PHONE:** 404-595-7924

**MAIL ADDRESS:**
- **STREET 1:** 2400 LAKEVIEW PARKWAY
- **STREET 2:** SUITE 675
- **CITY:** ALPHARETTA
- **STATE:** GA
- **ZIP:** 30009

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** POWER WEALTH MANAGEMENT LLC<br>**Address:** 2400 LAKEVIEW PARKWAY<br>SUITE 675<br>ALPHARETTA, GA 30009

**Form 13F File Number:** 028-23610

**CRD Number (if applicable):** 000315101

**SEC File Number (if applicable):** 801-127940

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicholas A. Coppola<br>**Title:** CCO<br>**Phone:** 404-595-7924

**Signature, Place, and Date of Signing:**

/s/ Nicholas A. Coppola  Alpharetta, GA  08-08-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $260112337

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIRBNB INC | COM CL A | 009066101 |  | 979581 | 7402 | SH |  | SOLE |  | 0 | 0 | 7402 |
| ALIGHT INC | COM CL A | 01626W101 |  | 555470 | 98140 | SH |  | SOLE |  | 0 | 0 | 98140 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 921896 | 5197 | SH |  | SOLE |  | 0 | 0 | 5197 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3208506 | 18206 | SH |  | SOLE |  | 0 | 0 | 18206 |
| AMAZON COM INC | COM | 023135106 |  | 3795228 | 17299 | SH |  | SOLE |  | 0 | 0 | 17299 |
| APA CORPORATION | COM | 03743Q108 |  | 670226 | 36644 | SH |  | SOLE |  | 0 | 0 | 36644 |
| APPLE INC | COM | 037833100 |  | 2583343 | 12591 | SH |  | SOLE |  | 0 | 0 | 12591 |
| AUTODESK INC | COM | 052769106 |  | 2310011 | 7462 | SH |  | SOLE |  | 0 | 0 | 7462 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2009145 | 4136 | SH |  | SOLE |  | 0 | 0 | 4136 |
| BORGWARNER INC | COM | 099724106 |  | 1690674 | 50498 | SH |  | SOLE |  | 0 | 0 | 50498 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 1205166 | 5664 | SH |  | SOLE |  | 0 | 0 | 5664 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 1982320 | 4849 | SH |  | SOLE |  | 0 | 0 | 4849 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1146330 | 13467 | SH |  | SOLE |  | 0 | 0 | 13467 |
| COCA COLA CO | COM | 191216100 |  | 223712 | 3162 | SH |  | SOLE |  | 0 | 0 | 3162 |
| CORTEVA INC | COM | 22052L104 |  | 260333 | 3493 | SH |  | SOLE |  | 0 | 0 | 3493 |
| DEERE  CO | COM | 244199105 |  | 336112 | 661 | SH |  | SOLE |  | 0 | 0 | 661 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 1570301 | 4037 | SH |  | SOLE |  | 0 | 0 | 4037 |
| ELI LILLY  CO | COM | 532457108 |  | 465394 | 597 | SH |  | SOLE |  | 0 | 0 | 597 |
| EQUIFAX INC | COM | 294429105 |  | 1167165 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 358112 | 3322 | SH |  | SOLE |  | 0 | 0 | 3322 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 37974712 | 830048 | SH |  | SOLE |  | 0 | 0 | 830048 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 725200 | 8908 | SH |  | SOLE |  | 0 | 0 | 8908 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 222727 | 3550 | SH |  | SOLE |  | 0 | 0 | 3550 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 247968 | 2750 | SH |  | SOLE |  | 0 | 0 | 2750 |
| FISERV INC | COM | 337738108 |  | 394302 | 2287 | SH |  | SOLE |  | 0 | 0 | 2287 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 611511 | 7640 | SH |  | SOLE |  | 0 | 0 | 7640 |
| HOME DEPOT INC | COM | 437076102 |  | 2257036 | 6156 | SH |  | SOLE |  | 0 | 0 | 6156 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 2216799 | 12083 | SH |  | SOLE |  | 0 | 0 | 12083 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 46138G888 |  | 10672922 | 101127 | SH |  | SOLE |  | 0 | 0 | 101127 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 1133072 | 7190 | SH |  | SOLE |  | 0 | 0 | 7190 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 484253 | 3586 | SH |  | SOLE |  | 0 | 0 | 3586 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 483501 | 4874 | SH |  | SOLE |  | 0 | 0 | 4874 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2487982 | 23813 | SH |  | SOLE |  | 0 | 0 | 23813 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 996430 | 16351 | SH |  | SOLE |  | 0 | 0 | 16351 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 534465 | 5026 | SH |  | SOLE |  | 0 | 0 | 5026 |
| ISHARES TR | CORE S ETF | 464287200 |  | 6299031 | 10145 | SH |  | SOLE |  | 0 | 0 | 10145 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2669925 | 24250 | SH |  | SOLE |  | 0 | 0 | 24250 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 413904 | 2131 | SH |  | SOLE |  | 0 | 0 | 2131 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1069942 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1036025 | 4801 | SH |  | SOLE |  | 0 | 0 | 4801 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 9855914 | 173367 | SH |  | SOLE |  | 0 | 0 | 173367 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 840533 | 6394 | SH |  | SOLE |  | 0 | 0 | 6394 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 502124 | 1732 | SH |  | SOLE |  | 0 | 0 | 1732 |
| KROGER CO | COM | 501044101 |  | 1975403 | 27539 | SH |  | SOLE |  | 0 | 0 | 27539 |
| LINDE PLC | SHS | G54950103 |  | 264148 | 563 | SH |  | SOLE |  | 0 | 0 | 563 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 271417 | 483 | SH |  | SOLE |  | 0 | 0 | 483 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2772334 | 3756 | SH |  | SOLE |  | 0 | 0 | 3756 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 |  | 1958373 | 56946 | SH |  | SOLE |  | 0 | 0 | 56946 |
| MICROSOFT CORP | COM | 594918104 |  | 3917864 | 7877 | SH |  | SOLE |  | 0 | 0 | 7877 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 334298 | 827 | SH |  | SOLE |  | 0 | 0 | 827 |
| NETFLIX INC | COM | 64110L106 |  | 308000 | 230 | SH |  | SOLE |  | 0 | 0 | 230 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1001522 | 14427 | SH |  | SOLE |  | 0 | 0 | 14427 |
| NIKE INC | CL B | 654106103 |  | 1094529 | 15407 | SH |  | SOLE |  | 0 | 0 | 15407 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1409904 | 8924 | SH |  | SOLE |  | 0 | 0 | 8924 |
| ORACLE CORP | COM | 68389X105 |  | 410806 | 1879 | SH |  | SOLE |  | 0 | 0 | 1879 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 4056386 | 40348 | SH |  | SOLE |  | 0 | 0 | 40348 |
| SALESFORCE INC | COM | 79466L302 |  | 2179404 | 7992 | SH |  | SOLE |  | 0 | 0 | 7992 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 2940124 | 32224 | SH |  | SOLE |  | 0 | 0 | 32224 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 12190813 | 551620 | SH |  | SOLE |  | 0 | 0 | 551620 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 5419920 | 179825 | SH |  | SOLE |  | 0 | 0 | 179825 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 241226 | 2954 | SH |  | SOLE |  | 0 | 0 | 2954 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 2676660 | 19858 | SH |  | SOLE |  | 0 | 0 | 19858 |
| SERVICENOW INC | COM | 81762P102 |  | 298143 | 290 | SH |  | SOLE |  | 0 | 0 | 290 |
| SOUTHERN CO | COM | 842587107 |  | 316049 | 3442 | SH |  | SOLE |  | 0 | 0 | 3442 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3242696 | 5248 | SH |  | SOLE |  | 0 | 0 | 5248 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 11511382 | 120766 | SH |  | SOLE |  | 0 | 0 | 120766 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 12416992 | 237237 | SH |  | SOLE |  | 0 | 0 | 237237 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 2585846 | 47551 | SH |  | SOLE |  | 0 | 0 | 47551 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 463843 | 2750 | SH |  | SOLE |  | 0 | 0 | 2750 |
| TESLA INC | COM | 88160R101 |  | 546693 | 1721 | SH |  | SOLE |  | 0 | 0 | 1721 |
| THE CIGNA GROUP | COM | 125523100 |  | 767026 | 2320 | SH |  | SOLE |  | 0 | 0 | 2320 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 257508 | 2760 | SH |  | SOLE |  | 0 | 0 | 2760 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 200587 | 3853 | SH |  | SOLE |  | 0 | 0 | 3853 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 844757 | 11473 | SH |  | SOLE |  | 0 | 0 | 11473 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 266547 | 608 | SH |  | SOLE |  | 0 | 0 | 608 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1014502 | 1786 | SH |  | SOLE |  | 0 | 0 | 1786 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 838847 | 2760 | SH |  | SOLE |  | 0 | 0 | 2760 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 234935 | 4750 | SH |  | SOLE |  | 0 | 0 | 4750 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 6763311 | 120515 | SH |  | SOLE |  | 0 | 0 | 120515 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 22600970 | 272564 | SH |  | SOLE |  | 0 | 0 | 272564 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 995149 | 12518 | SH |  | SOLE |  | 0 | 0 | 12518 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 441099 | 7375 | SH |  | SOLE |  | 0 | 0 | 7375 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 28667559 | 618635 | SH |  | SOLE |  | 0 | 0 | 618635 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1885011 | 9210 | SH |  | SOLE |  | 0 | 0 | 9210 |
| VIATRIS INC | COM | 92556V106 |  | 1042585 | 116751 | SH |  | SOLE |  | 0 | 0 | 116751 |
| VISA INC | COM CL A | 92826C839 |  | 619917 | 1746 | SH |  | SOLE |  | 0 | 0 | 1746 |
| WALMART INC | COM | 931142103 |  | 686318 | 7019 | SH |  | SOLE |  | 0 | 0 | 7019 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 2343432 | 204488 | SH |  | SOLE |  | 0 | 0 | 204488 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 322964 | 4031 | SH |  | SOLE |  | 0 | 0 | 4031 |
| ZOETIS INC | CL A | 98978V103 |  | 945235 | 6061 | SH |  | SOLE |  | 0 | 0 | 6061 |

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