Powerhouse Assets LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026.
The filing lists 54 separate holdings managed by the firm, which is headquartered at 174 Tower Road in Lincoln, Massachusetts. The report was signed by Ralitza Tufts, the Chief Operating Officer of Powerhouse Assets LLC.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the largest position being the iShares Core S&P 500 ETF (Ticker: IVV). Powerhouse Assets holds 40,458 shares of this fund. The firm also holds significant positions in other broad-market ETFs, including the Vanguard S&P 500 ETF (Ticker: VOO) with 46,911 shares, the iShares Core MSCI EAFE ETF (Ticker: IEFA) with 34,007 shares, and the iShares Core S&P 500 ETF (Ticker: IVV) with 40,458 shares.
In addition to ETFs, the filing discloses positions in individual equities. The largest individual stock holding is Costco Wholesale Corporation, with 225 shares. Other individual stock positions include Alphabet Inc. Class A (1451 shares), Apple Inc. (2389 shares), and Microsoft Corporation (1032 shares).
The remainder of the portfolio consists of various other ETFs, including funds focused on international markets, emerging markets, value investing, and short-term bonds, as well as sector-specific ETFs such as the Select Sector SPDR Trust Short-Term Real Estate ETF.
