Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings484 positions
SCHWAB STRATEGIC TR | 75M | $2.6B | 11.8% | $15.70 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 7M | $1.2B | 5.6% | $171.28 | 0.00% | 1 qtr | First report 0 |
| 14.3M | $1.1B | 4.9% | — | — | — | First report 0 | |
VANGUARD INTL EQUITY INDEX F | 26.3M | $1.1B | 4.8% | $36.63 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 9.2M | $756.8M | 3.4% | $72.91 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 11.9M | $716.9M | 3.2% | $53.16 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 10.5M | $532.5M | 2.4% | $43.46 | 0.00% | 1 qtr | First report 0 |
ISHARES GOLD TR | 13.8M | $520.2M | 2.3% | $37.57 | 0.00% | 1 qtr | First report 0 |
VANGUARD INTL EQUITY INDEX F | 12.5M | $511.9M | 2.3% | $35.45 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 9.5M | $511.2M | 2.3% | $23.43 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 11.2M | $467.6M | 2.1% | $20.04 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 6.3M | $458.3M | 2.1% | $64.03 | 0.00% | 1 qtr | First report 0 |
VANGUARD INTL EQUITY INDEX F | 3.8M | $418.1M | 1.9% | $98.07 | 0.00% | 1 qtr | First report 0 |
Vanguard Total Stock Market ET | 1.7M | $353.8M | 1.6% | $194.97 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 8.5M | $352.8M | 1.6% | $32.56 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 1.9M | $319.5M | 1.4% | $162.26 | 0.00% | 1 qtr | First report 0 |
INVESCO ACTVELY MNGD ETC FD | 19.2M | $277.2M | 1.2% | $12.45 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.6M | $262.4M | 1.2% | $89.77 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp | 894,514 | $256.9M | 1.2% | $280.49 | 0.00% | 1 qtr | First report 0 |
VANGUARD CHARLOTTE FDS | 5M | $242.3M | 1.1% | $42.32 | 0.00% | 1 qtr | First report 0 |
Empower Advisory Group, LLC manages $22.3B across 484 positions as of Q1 2023. Top holdings: SCHF (11.8%), IWM (5.6%), VANGUARD BD INDEX FDS (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 484 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $22.3B across 484 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