Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings497 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 184M | $4.1B | 12.2% | $17.03 | +25.87% | 10 qtrssince 2023-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 8.6M | $1.9B | 5.6% | $176.26 | +21.50% | 10 qtrssince 2023-Q1 | Increased 66 |
VANGUARD FTSE EMERGING MARKETS | 34.5M | $1.7B | 5.1% | $37.87 | +27.25% | 10 qtrssince 2023-Q1 | Increased 63 |
| 18.1M | $1.4B | 4.3% | — | — | — | Increased 61 | |
VANGUARD REAL ESTATE ETF ETF | 14.4M | $1.3B | 3.9% | $76.35 | +13.76% | 10 qtrssince 2023-Q1 | Increased 61 |
VANGUARD INTERMEDIATE-TERM T | 19.1M | $1.1B | 3.4% | $53.41 | +7.11% | 10 qtrssince 2023-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 42.7M | $1.1B | 3.4% | $23.96 | +5.24% | 10 qtrssince 2023-Q1 | Increased 62 |
ISHARES TR | 16.5M | $849.7M | 2.5% | $44.50 | +9.43% | 10 qtrssince 2023-Q1 | Increased 57 |
SCHWAB US SMALL-CAP ETF | 33.4M | $846.1M | 2.5% | $23.44 | +6.98% | 10 qtrssince 2023-Q1 | Increased 67 |
VANGUARD SCOTTSDALE FDS | 12.5M | $700.7M | 2.1% | $54.39 | -2.14% | 7 qtrssince 2023-Q4 | Increased 58 |
VANGUARD FTSE ALL WO X-US SC | 4.9M | $658.9M | 2.0% | $101.08 | +28.15% | 10 qtrssince 2023-Q1 | Increased 50 |
VANGUARD GLBL EX-US REAL EST | 13.6M | $629.9M | 1.9% | $35.93 | +22.17% | 10 qtrssince 2023-Q1 | Decreased 0 |
SPDR BLOOMBERG EM BOND | 24.1M | $516.8M | 1.5% | $17.47 | +14.48% | 10 qtrssince 2023-Q1 | Increased 51 |
ISHARES TRUST ISHARES ESG AW | 5.6M | $504M | 1.5% | $65.16 | +34.10% | 10 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $486.1M | 1.5% | $197.49 | +52.27% | 10 qtrssince 2023-Q1 | Increased 51 |
MICROSOFT CORP | 937,068 | $466.1M | 1.4% | $291.73 | +69.40% | 10 qtrssince 2023-Q1 | Increased 52 |
NVIDIA CORP | 2.9M | $461.2M | 1.4% | $120.22 | +31.20% | 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 TR | 9.7M | $417.9M | 1.3% | $34.28 | +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 Rating: 4/5.0.
Active quarter - 36 new positions, 34 exits, 242 increased. Top move: SCHA (INCREASED, conviction 67). Portfolio: $33.4B across 497 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