Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Empower Advisory Group, LLC manages $37B across 501 positions as of Q4 2025. Top holdings: SCHF (11.7%), IWM (5.6%), VWO (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 34 new positions, 61 exits, 244 increased. Top move: SCHP (INCREASED, conviction 64). Portfolio: $37.0B across 501 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Upgrade to Pro to see all accumulation streaks
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector