Empowered Funds, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,746 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 1.2M | $194.6M | 2.2% | $124.70 | +26.48% | 16 qtrssince 2021-Q3 | Increased 66 |
MICROSOFT CORP | 361,934 | $180M | 2.0% | $422.13 | +17.07% | 16 qtrssince 2021-Q3 | Increased 78 |
APPLE INC | 657,753 | $135M | 1.5% | $184.42 | +10.72% | 17 qtrssince 2021-Q2 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 2M | $113.1M | 1.3% | $47.18 | +17.90% | 13 qtrssince 2022-Q2 | Increased 48 |
EXXON MOBIL CORP | 1M | $112M | 1.3% | $97.33 | +9.65% | 19 qtrssince 2020-Q4 | Increased 50 |
AVANTIS US SMALL CAP VALUE | 1.1M | $102.9M | 1.2% | $89.92 | +0.62% | 6 qtrssince 2024-Q1 | Increased 53 |
ISHARES CORE MSCI DEV MKTS | 1.3M | $99.9M | 1.1% | $62.76 | +18.59% | 6 qtrssince 2024-Q1 | Decreased 0 |
AMAZON.COM INC | 438,375 | $96.2M | 1.1% | $189.25 | +17.99% | 20 qtrssince 2020-Q3 | Increased 68 |
CHEVRON CORP | 640,462 | $91.7M | 1.0% | $138.42 | +0.61% | 19 qtrssince 2020-Q4 | Increased 49 |
BROADCOM INC | 325,917 | $89.8M | 1.0% | $195.96 | +36.95% | 17 qtrssince 2021-Q2 | Increased 57 |
META PLATFORMS INC-CLASS A | 112,427 | $83M | 0.9% | $491.32 | +49.10% | 17 qtrssince 2021-Q2 | Increased 49 |
VANGUARD FTSE EMERGING MARKETS | 1.4M | $68.7M | 0.8% | $40.04 | +20.36% | 16 qtrssince 2021-Q3 | Increased 44 |
JPMORGAN CHASE & CO | 215,924 | $62.6M | 0.7% | $207.94 | +36.13% | 12 qtrssince 2022-Q3 | Increased 50 |
ALPHABET INC-CL A | 341,065 | $60.1M | 0.7% | $146.98 | +21.27% | 17 qtrssince 2021-Q2 | Increased 49 |
NETFLIX INC | 42,000 | $56.2M | 0.6% | $103.32 | +28.06% | 17 qtrssince 2021-Q2 | Increased 67 |
AVANTIS INTL S/C VALUE ETF | 657,690 | $52.1M | 0.6% | $61.27 | +26.77% | 6 qtrssince 2024-Q1 | Decreased 0 |
AVANTIS REAL ESTATE ETF | 1.1M | $49.7M | 0.6% | $39.33 | +8.52% | 6 qtrssince 2024-Q1 | Decreased 0 |
QUALCOMM INC | 309,360 | $49.3M | 0.6% | $152.90 | +2.58% | 13 qtrssince 2022-Q2 | Increased 48 |
EA SERIES TRUST | 430,894 | $48.6M | 0.5% | $110.74 | +1.73% | 10 qtrssince 2023-Q1 | Increased 62 |
CISCO SYSTEMS INC | 658,670 | $45.7M | 0.5% | $53.76 | +25.51% | 12 qtrssince 2022-Q3 | Increased 54 |
Empowered Funds, LLC manages $8.8B across 1746 positions as of Q2 2025. Top holdings: NVDA (2.2%), MSFT (2.0%), AAPL (1.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 261 new positions, 129 exits, 1044 increased. Top move: MSFT (INCREASED, conviction 78). Portfolio: $8.8B across 1746 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer