Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings495 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 184.8M | $3.7B | 11.9% | $17.03 | +13.19% | 9 qtrssince 2023-Q1 | Increased 63 |
ISHARES RUSSELL 2000 ETF ETF | 8.1M | $1.6B | 5.3% | $174.06 | +14.14% | 9 qtrssince 2023-Q1 | Increased 64 |
VANGUARD FTSE EMERGING MARKETS | 34.1M | $1.5B | 5.0% | $37.73 | +16.82% | 9 qtrssince 2023-Q1 | Increased 65 |
| 17.3M | $1.4B | 4.4% | — | — | — | Increased 62 | |
VANGUARD REAL ESTATE ETF ETF | 13.9M | $1.3B | 4.1% | $75.92 | +14.86% | 9 qtrssince 2023-Q1 | Increased 68 |
SCHWAB STRATEGIC TR | 40.7M | $1.1B | 3.6% | $23.90 | +5.05% | 9 qtrssince 2023-Q1 | Increased 62 |
VANGUARD INTERMEDIATE-TERM T | 18.2M | $1.1B | 3.5% | $53.23 | +5.69% | 9 qtrssince 2023-Q1 | Increased 63 |
ISHARES TR | 15.7M | $801.8M | 2.6% | $44.28 | +7.95% | 9 qtrssince 2023-Q1 | Increased 59 |
ISHARES GOLD TRUST | 13.3M | $783.9M | 2.6% | $37.66 | +54.36% | 9 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD GLBL EX-US REAL EST | 16.7M | $677.2M | 2.2% | $35.93 | +8.03% | 9 qtrssince 2023-Q1 | Increased 55 |
VANGUARD SCOTTSDALE FDS | 11.7M | $671.3M | 2.2% | $54.48 | -0.79% | 6 qtrssince 2023-Q4 | Increased 59 |
SCHWAB US SMALL-CAP ETF | 26.4M | $618.4M | 2.0% | $23.01 | +0.92% | 9 qtrssince 2023-Q1 | Increased 56 |
VANGUARD FTSE ALL WO X-US SC | 4.9M | $561.1M | 1.8% | $100.79 | +11.65% | 9 qtrssince 2023-Q1 | Increased 53 |
ISHARES TRUST ISHARES ESG AW | 5.9M | $478.6M | 1.6% | $65.16 | +21.86% | 9 qtrssince 2023-Q1 | Decreased 0 |
SPDR BLOOMBERG EM BOND | 23.3M | $467.1M | 1.5% | $17.38 | +6.42% | 9 qtrssince 2023-Q1 | Increased 53 |
APPLE INC | 2M | $436.3M | 1.4% | $163.88 | +34.71% | 9 qtrssince 2023-Q1 | Increased 49 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $427M | 1.4% | $194.44 | +39.41% | 9 qtrssince 2023-Q1 | Decreased 0 |
INVESCO OPTIMUM YIELD DIVERS | 29.7M | $404.7M | 1.3% | $12.49 | +3.79% | 9 qtrssince 2023-Q1 | Increased 52 |
ISHARES TR | 9.1M | $388.5M | 1.3% | $33.95 | +13.45% | 9 qtrssince 2023-Q1 | Increased 52 |
VANGUARD TOTAL INTL BOND ETF | 7M | $344.1M | 1.1% | $43.30 | +6.93% | 9 qtrssince 2023-Q1 | Increased 52 |
Empower Advisory Group, LLC manages $30.6B across 495 positions as of Q1 2025. Top holdings: SCHF (11.9%), IWM (5.3%), VWO (5.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 24 new positions, 27 exits, 215 increased. Top move: VNQ (INCREASED, conviction 68). Portfolio: $30.6B across 495 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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