Empower Advisory Group, LLC

Institutional investor · Portfolio as of Q2 2026

Top Holdings532 positions

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Activity:
SCHF
SCHF
ETF

SCHWAB STRATEGIC TR

182.6M$5.1B12.1%$16.41+64.52%
14 qtrssince 2023-Q1
Decreased
0
IWM
IWM
ETF

ISHARES TR

7.9M$2.4B5.7%$178.53+55.97%
14 qtrssince 2023-Q1
Decreased
0
VWO
VWO
ETF

VANGUARD INTL EQUITY INDEX F

35.8M$2.1B5.1%$38.65+46.02%
14 qtrssince 2023-Q1
Increased
62
24.3M$1.9B4.5%——
14 qtrssince 2023-Q1
Increased
63
VNQ
VNQ
ETF

VANGUARD INDEX FDS

17.6M$1.7B4.0%$78.46+22.91%
14 qtrssince 2023-Q1
Increased
61
VGIT
VGIT
ETF

VANGUARD SCOTTSDALE FDS

25.6M$1.5B3.6%$54.31+5.57%
14 qtrssince 2023-Q1
Increased
64
SCHP
SCHP
ETF

SCHWAB STRATEGIC TR

56.7M$1.5B3.6%$24.12+5.16%
14 qtrssince 2023-Q1
Increased
63
SCHA
SCHA
ETF

SCHWAB STRATEGIC TR

37.7M$1.4B3.2%$22.68+45.41%
14 qtrssince 2023-Q1
Increased
60
USIG
USIG
ETF

ISHARES TR

21.9M$1.1B2.7%$45.58+8.19%
14 qtrssince 2023-Q1
Increased
59
VGLT
VGLT
ETF

VANGUARD SCOTTSDALE FDS

16.9M$933.6M2.2%$53.76-4.67%
11 qtrssince 2023-Q4
Increased
60
VSS
VSS
ETF

VANGUARD INTL EQUITY INDEX F

5M$777.8M1.9%$101.98+45.65%
14 qtrssince 2023-Q1
Increased
50
VNQI
VNQI
ETF

VANGUARD INTL EQUITY INDEX F

15.5M$694.5M1.7%$36.99+17.85%
14 qtrssince 2023-Q1
Increased
53
EBND
EBND
ETF

SPDR SERIES TRUST

29.9M$625.3M1.5%$17.86+14.47%
14 qtrssince 2023-Q1
Increased
54
AAPL

Apple Inc.

2.1M$606.7M1.4%$167.44+111.94%
14 qtrssince 2023-Q1
Decreased
0
NVDA

NVIDIA Corporation

2.8M$566.7M1.4%$49.46+241.47%
14 qtrssince 2023-Q1
Decreased
0
ESGD
ESGD
ETF

ISHARES TR

5.4M$558.4M1.3%$68.62+50.57%
14 qtrssince 2023-Q1
Decreased
0
SHYG
SHYG
ETF

ISHARES TR

13.1M$553.5M1.3%$35.46+15.59%
14 qtrssince 2023-Q1
Increased
54
GLDM
GLDM
ETF

WORLD GOLD TR

6.6M$522.7M1.2%$68.71+11.48%
5 qtrssince 2025-Q2
Increased
55
PDBC
PDBC
ETF

INVESCO ACTVELY MNGD ETC FD

32.7M$520M1.2%$12.81+43.69%
14 qtrssince 2023-Q1
Decreased
0
VTI
VTI
ETF

VANGUARD INDEX FDS

1.4M$510M1.2%$215.38+73.00%
14 qtrssince 2023-Q1
Increased
52
$41.9B
AUM
532
Positions
Q2 2026
Filing
HI rating · 3.5/5
Quarterly 13F Value Change
Reported 13F value ($B)
Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
QuarterReported value in US dollarsReported value change
2025-Q1$30,636,049,0743.17294434504%
2025-Q2$33,389,746,3378.98842163475%
2025-Q3$36,075,141,5748.04257453739%
2025-Q4$37,032,935,1852.65499612534%
2026-Q1$38,522,644,6234.02266099233%
2026-Q2$41,915,229,0428.80672771094%
Activity profile
$ moved · Q2'26
New4%Increased61%Decreased32%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.6 years
<1Q4%1-4Q9%1-2Y8%2Y+79%

Empower Advisory Group, LLC manages $41.9B across 532 positions as of Q2 2026. Top holdings: SCHF (12.1%), IWM (5.7%), VWO (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.

Q2 2026 Summary

Active quarter - 44 new positions, 22 exits, 243 increased. Top move: VGIT (INCREASED, conviction 64). Portfolio: $41.9B across 532 positions.

Top holdings by portfolio weight

Total AUM$42B
SCHF12.06%
IWM5.68%
VWO5.09%
VANGUARD BD 4.52%
VNQ4.05%
VGIT3.60%
SCHP3.58%
SCHA3.25%
USIG2.68%
VGLT2.23%
Other1.86%

Portfolio allocation by GICS sector

Sectors11
Unknown62.21%
Technology5.45%
Consumer Defensive4.02%
Communication Services3.85%
Consumer Cyclical3.81%
Healthcare3.80%
Utilities3.79%
Financial Services3.62%
Basic Materials3.61%
Industrials3.21%
Other2.62%

Behavioral investing profile

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Steady Compounder- primarily Unknown
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L69
Conviction46
Concentration70
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Position Outcomes

Best and worst performing positions by estimated return

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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Accumulation Streaks

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Security
7Q
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7Q
ADMADMArcher-Daniels-Midland Company
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7Q
BCPCBCPCBalchem Corporation
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What the most-followed managers hold, and what they bought and sold each quarter.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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