Empowered Funds, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,814 positions
NVIDIA Corp. | 1.5M | $279.1M | 2.8% | $109.64 | +69.78% | 17 qtrssince 2021-Q3 | Increased 63 |
Microsoft Corp. | 507,964 | $263.1M | 2.7% | $448.43 | +14.54% | 17 qtrssince 2021-Q3 | Increased 70 |
Apple Inc. | 805,806 | $205.2M | 2.1% | $197.15 | +28.68% | 18 qtrssince 2021-Q2 | Increased 63 |
Amazon.com, Inc. | 610,639 | $134.1M | 1.4% | $197.35 | +11.26% | 21 qtrssince 2020-Q3 | Increased 63 |
Broadcom Inc | 351,269 | $115.9M | 1.2% | $170.81 | +91.72% | 18 qtrssince 2021-Q2 | Increased 51 |
EXXON MOBIL CORP | 1M | $115.5M | 1.2% | $97.33 | +15.56% | 20 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 474,939 | $115.5M | 1.2% | $173.84 | +39.48% | 18 qtrssince 2021-Q2 | Increased 63 |
Meta Platforms Inc | 152,058 | $111.7M | 1.1% | $554.87 | +31.90% | 18 qtrssince 2021-Q2 | Increased 61 |
Chevron Corp. | 620,545 | $96.4M | 1.0% | $138.42 | +10.44% | 20 qtrssince 2020-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 256,647 | $81M | 0.8% | $223.30 | +38.60% | 13 qtrssince 2022-Q3 | Increased 49 |
Lam Research Corporation | 552,202 | $73.9M | 0.7% | $107.41 | +24.09% | 4 qtrssince 2024-Q4 | Increased 67 |
Alphabet Inc. | 273,744 | $66.7M | 0.7% | $178.00 | +36.47% | 16 qtrssince 2021-Q4 | Increased 53 |
WESTERN DIGITAL CORP. | 502,089 | $60.3M | 0.6% | $99.00 | +21.05% | 9 qtrssince 2023-Q3 | Increased 67 |
MasterCard Incorporated | 101,656 | $57.8M | 0.6% | $519.13 | +8.89% | 16 qtrssince 2021-Q4 | Increased 59 |
Tesla Inc | 129,027 | $57.4M | 0.6% | $259.63 | +71.29% | 16 qtrssince 2021-Q4 | Increased 47 |
Cisco Systems, Inc. | 822,342 | $56.3M | 0.6% | $56.38 | +18.76% | 13 qtrssince 2022-Q3 | Increased 51 |
Netflix, Inc. | 44,096 | $52.9M | 0.5% | $104.76 | +14.44% | 18 qtrssince 2021-Q2 | Increased 43 |
Merck & Co., Inc | 602,792 | $50.6M | 0.5% | $95.33 | -14.47% | 13 qtrssince 2022-Q3 | Increased 51 |
ISHARES 0-5 YEAR TIPS BOND ETF | 475,113 | $48.9M | 0.5% | $94.04 | +4.72% | 7 qtrssince 2024-Q1 | Increased 54 |
APPLOVIN CORP COM CL A | 66,222 | $47.6M | 0.5% | $335.44 | +112.36% | 7 qtrssince 2024-Q1 | Increased 37 |
Empowered Funds, LLC manages $9.9B across 1814 positions as of Q3 2025. Top holdings: NVDA (2.8%), MSFT (2.7%), AAPL (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 228 new positions, 160 exits, 1126 increased. Top move: MSFT (INCREASED, conviction 70). Portfolio: $9.9B across 1814 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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
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