Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings528 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 186.5M | $4.3B | 12.0% | $17.11 | +31.77% | 11 qtrssince 2023-Q1 | Increased 63 |
ISHARES RUSSELL 2000 ETF ETF | 8.6M | $2.1B | 5.8% | $176.26 | +36.62% | 11 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 35M | $1.9B | 5.2% | $38.05 | +39.03% | 11 qtrssince 2023-Q1 | Increased 63 |
| 19.5M | $1.5B | 4.3% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF ETF | 15M | $1.4B | 3.8% | $76.89 | +17.35% | 11 qtrssince 2023-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 45.6M | $1.2B | 3.4% | $24.08 | +6.96% | 11 qtrssince 2023-Q1 | Increased 63 |
VANGUARD INTERMEDIATE-TERM T | 20.4M | $1.2B | 3.4% | $53.71 | +7.94% | 11 qtrssince 2023-Q1 | Increased 63 |
SCHWAB US SMALL-CAP ETF | 34.2M | $954.3M | 2.6% | $23.54 | +17.84% | 11 qtrssince 2023-Q1 | Increased 56 |
ISHARES TR | 17.6M | $916.5M | 2.5% | $44.82 | +11.58% | 11 qtrssince 2023-Q1 | Increased 58 |
VANGUARD SCOTTSDALE FDS | 13.4M | $761.6M | 2.1% | $54.41 | +0.26% | 8 qtrssince 2023-Q4 | Increased 58 |
VANGUARD FTSE ALL WO X-US SC | 5M | $706M | 2.0% | $101.46 | +36.89% | 11 qtrssince 2023-Q1 | Increased 50 |
VANGUARD GLBL EX-US REAL EST | 13.9M | $662.1M | 1.8% | $36.08 | +25.77% | 11 qtrssince 2023-Q1 | Increased 50 |
APPLE INC | 2.2M | $548M | 1.5% | $167.57 | +51.40% | 11 qtrssince 2023-Q1 | Increased 49 |
NVIDIA CORP | 2.9M | $543.7M | 1.5% | $120.22 | +51.26% | 11 qtrssince 2023-Q1 | Decreased 0 |
SPDR BLOOMBERG EM BOND | 25.1M | $536.6M | 1.5% | $17.58 | +15.20% | 11 qtrssince 2023-Q1 | Increased 52 |
ALPHABET INC-CL C | 2.2M | $528.9M | 1.5% | $107.08 | +128.04% | 11 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TRUST ISHARES ESG AW | 5.6M | $522.1M | 1.4% | $65.16 | +39.52% | 11 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $512.5M | 1.4% | $197.49 | +65.16% | 11 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 943,282 | $488.6M | 1.4% | $293.19 | +75.19% | 11 qtrssince 2023-Q1 | Increased 50 |
ISHARES TR | 10.3M | $445.6M | 1.2% | $34.65 | +17.25% | 11 qtrssince 2023-Q1 | Increased 52 |
Empower Advisory Group, LLC manages $36.1B across 528 positions as of Q3 2025. Top holdings: SCHF (12.0%), IWM (5.8%), VWO (5.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 52 new positions, 21 exits, 285 increased. Top move: SCHF (INCREASED, conviction 63). Portfolio: $36.1B across 528 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer