Empowered Funds, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,392 positions
EXXON MOBIL CORP | 923,822 | $108.3M | 1.7% | $84.20 | +30.58% | 16 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 426,826 | $99.5M | 1.6% | $178.91 | +29.16% | 14 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 1.9M | $99.2M | 1.6% | $46.55 | +7.02% | 10 qtrssince 2022-Q2 | Increased 49 |
CHEVRON CORPORATION | 654,701 | $96.4M | 1.5% | $133.58 | +1.47% | 16 qtrssince 2020-Q4 | Increased 50 |
ISHARES TR | 1.3M | $94.3M | 1.5% | $62.60 | +5.98% | 3 qtrssince 2024-Q1 | Increased 48 |
NVIDIA CORPORATION | 767,013 | $93.1M | 1.5% | $48.59 | +149.23% | 13 qtrssince 2021-Q3 | Decreased 0 |
AMERICAN CENTY ETF TR | 969,267 | $93M | 1.5% | $87.87 | +5.91% | 3 qtrssince 2024-Q1 | Increased 48 |
VANGUARD INTL EQUITY INDEX F | 608,179 | $72.8M | 1.1% | $115.53 | 0.00% | 1 qtr | New 68 |
MICROSOFT CORP | 164,417 | $70.7M | 1.1% | $308.91 | +37.13% | 13 qtrssince 2021-Q3 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 1.3M | $60.3M | 0.9% | $39.76 | +13.84% | 13 qtrssince 2021-Q3 | Increased 42 |
META PLATFORMS INC | 91,703 | $52.5M | 0.8% | $368.59 | +54.29% | 14 qtrssince 2021-Q2 | Increased 61 |
AMERICAN CENTY ETF TR | 1.1M | $50.4M | 0.8% | $38.28 | +14.89% | 3 qtrssince 2024-Q1 | Increased 42 |
AMERICAN CENTY ETF TR | 667,920 | $47.2M | 0.7% | $60.04 | +8.95% | 3 qtrssince 2024-Q1 | Increased 42 |
MARATHON PETE CORP | 241,707 | $39.4M | 0.6% | $126.18 | +24.14% | 10 qtrssince 2022-Q2 | Increased 50 |
AMAZON COM INC | 205,523 | $38.3M | 0.6% | $131.84 | +41.33% | 17 qtrssince 2020-Q3 | Increased 46 |
AMERICAN CENTY ETF TR | 718,536 | $37.5M | 0.6% | $45.08 | +6.80% | 2 qtrssince 2024-Q2 | Increased 42 |
ALPHABET INC | 224,437 | $37.2M | 0.6% | $129.73 | +26.95% | 14 qtrssince 2021-Q2 | Increased 44 |
EA SERIES TRUST | 316,438 | $34.5M | 0.5% | $101.52 | +7.30% | 7 qtrssince 2023-Q1 | Decreased 0 |
EOG RES INC | 277,538 | $34.1M | 0.5% | $108.75 | +5.84% | 14 qtrssince 2021-Q2 | Increased 42 |
COMCAST CORP NEW | 800,359 | $33.4M | 0.5% | $35.01 | +1.51% | 14 qtrssince 2021-Q2 | Increased 43 |
Empowered Funds, LLC manages $6.4B across 1392 positions as of Q3 2024. Top holdings: XOM (1.7%), AAPL (1.6%), VEA (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 104 new positions, 81 exits, 1006 increased. Top move: VT (NEW, conviction 68). Portfolio: $6.4B across 1392 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR