Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings532 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 182.6M | $5.1B | 12.1% | $17.33 | +64.10% | 14 qtrssince 2023-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 7.9M | $2.4B | 5.7% | $177.42 | +68.49% | 14 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 35.8M | $2.1B | 5.1% | $38.89 | +55.96% | 14 qtrssince 2023-Q1 | Increased 62 |
| 24.3M | $1.9B | 4.5% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF ETF | 17.6M | $1.7B | 4.0% | $79.24 | +24.44% | 14 qtrssince 2023-Q1 | Increased 61 |
VANGUARD INTERMEDIATE-TERM T | 25.6M | $1.5B | 3.6% | $54.69 | +6.97% | 14 qtrssince 2023-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 56.7M | $1.5B | 3.6% | $24.43 | +6.67% | 14 qtrssince 2023-Q1 | Increased 63 |
SCHWAB US SMALL-CAP ETF | 37.7M | $1.4B | 3.2% | $24.31 | +42.77% | 14 qtrssince 2023-Q1 | Increased 60 |
ISHARES TR | 21.9M | $1.1B | 2.7% | $45.96 | +9.91% | 14 qtrssince 2023-Q1 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 16.9M | $933.6M | 2.2% | $54.42 | -1.76% | 11 qtrssince 2023-Q4 | Increased 60 |
VANGUARD FTSE ALL WO X-US SC | 5M | $777.8M | 1.9% | $102.45 | +56.60% | 14 qtrssince 2023-Q1 | Increased 50 |
VANGUARD GLBL EX-US REAL EST | 15.5M | $694.5M | 1.7% | $37.11 | +23.06% | 14 qtrssince 2023-Q1 | Increased 53 |
SPDR BLOOMBERG EM BOND | 29.9M | $625.3M | 1.5% | $18.05 | +17.81% | 14 qtrssince 2023-Q1 | Increased 54 |
APPLE INC | 2.1M | $606.7M | 1.4% | $167.57 | +87.06% | 14 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORP | 2.8M | $566.7M | 1.4% | $120.28 | +74.31% | 14 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TRUST ISHARES ESG AW | 5.4M | $558.4M | 1.3% | $69.54 | +54.16% | 14 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 13.1M | $553.5M | 1.3% | $36.08 | +17.33% | 14 qtrssince 2023-Q1 | Increased 54 |
SPDR GOLD MINISHARES TRUST | 6.6M | $522.7M | 1.2% | $68.20 | +33.29% | 5 qtrssince 2025-Q2 | Increased 55 |
INVESCO OPTIMUM YIELD DIVERS | 32.7M | $520M | 1.2% | $12.65 | +43.74% | 14 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.4M | $510M | 1.2% | $214.71 | +76.16% | 14 qtrssince 2023-Q1 | Increased 52 |
Empower Advisory Group, LLC manages $41.9B across 532 positions as of Q2 2026. Top holdings: SCHF (12.1%), IWM (5.7%), VWO (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Active quarter - 45 new positions, 23 exits, 247 increased. Top move: VGIT (INCREASED, conviction 64). Portfolio: $41.9B across 532 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