Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings495 positions
SCHWAB INTERNATIONAL EQUITY ETF | 184.8M | $3.7B | 11.9% | $16.10 | +17.91% | 9 qtrssince 2023-Q1 | Increased 63 |
iShares Trust RUSSELL 2000 ETF | 8.1M | $1.6B | 5.3% | $175.50 | +11.90% | 9 qtrssince 2023-Q1 | Increased 64 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 34.1M | $1.5B | 5.0% | $37.53 | +16.97% | 9 qtrssince 2023-Q1 | Increased 65 |
| 17.3M | $1.4B | 4.4% | — | — | — | Increased 62 | |
VANGUARD REAL ESTATE ETF | 13.9M | $1.3B | 4.1% | $75.63 | +14.14% | 9 qtrssince 2023-Q1 | Increased 68 |
SCHWAB US TIPS ETF | 40.7M | $1.1B | 3.6% | $23.52 | +6.22% | 9 qtrssince 2023-Q1 | Increased 62 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 18.2M | $1.1B | 3.5% | $53.23 | +5.69% | 9 qtrssince 2023-Q1 | Increased 63 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 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 GLOBAL EX-U.S. REAL ESTATE ETF | 16.7M | $677.2M | 2.2% | $35.93 | +8.03% | 9 qtrssince 2023-Q1 | Increased 55 |
VANGUARD LONG-TERM TREASURY ETF | 11.7M | $671.3M | 2.2% | $54.48 | -0.79% | 6 qtrssince 2023-Q4 | Increased 59 |
SCHWAB U.S. SMALL-CAP ETF | 26.4M | $618.4M | 2.0% | $20.82 | +10.85% | 9 qtrssince 2023-Q1 | Increased 56 |
Vanguard International Equity Index Funds FTSE SMCAP ETF | 4.9M | $561.1M | 1.8% | $100.39 | +10.43% | 9 qtrssince 2023-Q1 | Increased 53 |
ISHARES ESG AWARE MSCI EAFE ETF | 5.9M | $478.6M | 1.6% | $64.40 | +20.28% | 9 qtrssince 2023-Q1 | Decreased 0 |
STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | 23.3M | $467.1M | 1.5% | $17.20 | +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 MORNINGSTAR TOTAL STOCK MARKET ETF | 1.6M | $427M | 1.4% | $195.66 | +38.08% | 9 qtrssince 2023-Q1 | Decreased 0 |
Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD | 29.7M | $404.7M | 1.3% | $12.49 | +3.79% | 9 qtrssince 2023-Q1 | Increased 52 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 9.1M | $388.5M | 1.3% | $33.56 | +13.45% | 9 qtrssince 2023-Q1 | Increased 52 |
VANGUARD CHARLOTTE FDS | 7M | $344.1M | 1.1% | $43.08 | +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: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR