Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings497 positions
SCHWAB INTERNATIONAL EQUITY ETF | 184M | $4.1B | 12.2% | $16.16 | +32.69% | 10 qtrssince 2023-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 8.6M | $1.9B | 5.6% | $177.56 | +19.97% | 10 qtrssince 2023-Q1 | Increased 66 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 34.5M | $1.7B | 5.1% | $37.66 | +27.73% | 10 qtrssince 2023-Q1 | Increased 63 |
| 18.1M | $1.4B | 4.3% | — | — | — | Increased 61 | |
VANGUARD REAL ESTATE ETF | 14.4M | $1.3B | 3.9% | $76.03 | +12.77% | 10 qtrssince 2023-Q1 | Increased 61 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 19.1M | $1.1B | 3.4% | $53.41 | +7.11% | 10 qtrssince 2023-Q1 | Increased 61 |
SCHWAB US TIPS ETF | 42.7M | $1.1B | 3.4% | $23.59 | +6.35% | 10 qtrssince 2023-Q1 | Increased 62 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 16.5M | $849.7M | 2.5% | $44.50 | +9.43% | 10 qtrssince 2023-Q1 | Increased 57 |
SCHWAB U.S. SMALL-CAP ETF | 33.4M | $846.1M | 2.5% | $21.70 | +15.21% | 10 qtrssince 2023-Q1 | Increased 67 |
VANGUARD LONG-TERM TREASURY ETF | 12.5M | $700.7M | 2.1% | $54.39 | -2.14% | 7 qtrssince 2023-Q4 | Increased 58 |
Vanguard International Equity Index Funds FTSE SMCAP ETF | 4.9M | $658.9M | 2.0% | $100.68 | +28.74% | 10 qtrssince 2023-Q1 | Increased 50 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 13.6M | $629.9M | 1.9% | $35.93 | +22.17% | 10 qtrssince 2023-Q1 | Decreased 0 |
STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | 24.1M | $516.8M | 1.5% | $17.30 | +14.48% | 10 qtrssince 2023-Q1 | Increased 51 |
ISHARES ESG AWARE MSCI EAFE ETF | 5.6M | $504M | 1.5% | $64.40 | +33.82% | 10 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.6M | $486.1M | 1.5% | $198.63 | +50.86% | 10 qtrssince 2023-Q1 | Increased 51 |
Microsoft Corp. | 937,068 | $466.1M | 1.4% | $293.65 | +67.73% | 10 qtrssince 2023-Q1 | Increased 52 |
NVIDIA Corp. | 2.9M | $461.2M | 1.4% | $49.33 | +219.51% | 10 qtrssince 2023-Q1 | Increased 58 |
Apple Inc. | 2.1M | $440.1M | 1.3% | $167.28 | +22.06% | 10 qtrssince 2023-Q1 | Increased 54 |
Amazon.com, Inc. | 1.9M | $418.9M | 1.3% | $129.44 | +72.51% | 10 qtrssince 2023-Q1 | Increased 59 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 9.7M | $417.9M | 1.3% | $33.89 | +16.09% | 10 qtrssince 2023-Q1 | Increased 52 |
Empower Advisory Group, LLC manages $33.4B across 497 positions as of Q2 2025. Top holdings: SCHF (12.2%), IWM (5.6%), VWO (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 36 new positions, 34 exits, 242 increased. Top move: SCHA (INCREASED, conviction 67). Portfolio: $33.4B across 497 positions.
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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
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