Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings510 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 185.7M | $4.6B | 11.9% | $17.33 | +47.94% | 13 qtrssince 2023-Q1 | Increased 64 |
ISHARES RUSSELL 2000 ETF ETF | 8.6M | $2.1B | 5.5% | $177.42 | +46.11% | 13 qtrssince 2023-Q1 | Increased 63 |
VANGUARD FTSE EMERGING MARKETS | 35.5M | $1.9B | 5.0% | $38.76 | +42.50% | 13 qtrssince 2023-Q1 | Increased 61 |
| 22.5M | $1.8B | 4.6% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF ETF | 16.9M | $1.5B | 3.9% | $78.52 | +21.53% | 13 qtrssince 2023-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 53.1M | $1.4B | 3.7% | $24.32 | +6.30% | 13 qtrssince 2023-Q1 | Increased 63 |
VANGUARD INTERMEDIATE-TERM T | 23.6M | $1.4B | 3.6% | $54.36 | +7.77% | 13 qtrssince 2023-Q1 | Increased 63 |
SCHWAB US SMALL-CAP ETF | 36.9M | $1.1B | 2.8% | $24.06 | +25.45% | 13 qtrssince 2023-Q1 | Increased 59 |
ISHARES TR | 20.3M | $1B | 2.7% | $45.57 | +10.19% | 13 qtrssince 2023-Q1 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 15.5M | $860.4M | 2.2% | $54.39 | -0.20% | 10 qtrssince 2023-Q4 | Increased 59 |
VANGUARD FTSE ALL WO X-US SC | 5M | $728.8M | 1.9% | $102.01 | +49.02% | 13 qtrssince 2023-Q1 | Increased 50 |
VANGUARD GLBL EX-US REAL EST | 14.6M | $647.7M | 1.7% | $36.62 | +32.00% | 13 qtrssince 2023-Q1 | Increased 51 |
INVESCO OPTIMUM YIELD DIVERS | 34.5M | $597.6M | 1.6% | $12.65 | +21.92% | 13 qtrssince 2023-Q1 | Increased 52 |
SPDR BLOOMBERG EM BOND | 27.6M | $570.7M | 1.5% | $17.83 | +12.87% | 13 qtrssince 2023-Q1 | Increased 53 |
SPDR GOLD MINISHARES TRUST | 6M | $551.6M | 1.4% | $67.01 | +50.55% | 4 qtrssince 2025-Q2 | Increased 50 |
APPLE INC | 2.1M | $533.7M | 1.4% | $167.57 | +51.18% | 13 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TRUST ISHARES ESG AW | 5.5M | $523.4M | 1.4% | $69.54 | +42.24% | 13 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 12.1M | $511.7M | 1.3% | $35.62 | +15.39% | 13 qtrssince 2023-Q1 | Increased 54 |
NVIDIA CORP | 2.9M | $503.8M | 1.3% | $120.28 | +49.69% | 13 qtrssince 2023-Q1 | Increased 49 |
ISHARES GOLD TRUST | 5.4M | $476.4M | 1.2% | $37.66 | +154.70% | 13 qtrssince 2023-Q1 | Decreased 0 |
Empower Advisory Group, LLC manages $38.5B across 510 positions as of Q1 2026. Top holdings: SCHF (11.9%), IWM (5.5%), VWO (5.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 53 new positions, 44 exits, 198 increased. Top move: SCHF (INCREASED, conviction 64). Portfolio: $38.5B across 510 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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