Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings528 positions
SCHWAB INTERNATIONAL EQUITY ETF | 186.5M | $4.3B | 12.0% | $16.19 | +38.96% | 11 qtrssince 2023-Q1 | Increased 63 |
iShares Trust RUSSELL 2000 ETF | 8.6M | $2.1B | 5.8% | $177.56 | +34.90% | 11 qtrssince 2023-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 35M | $1.9B | 5.2% | $37.85 | +39.96% | 11 qtrssince 2023-Q1 | Increased 63 |
| 19.5M | $1.5B | 4.3% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF | 15M | $1.4B | 3.8% | $76.53 | +16.11% | 11 qtrssince 2023-Q1 | Increased 61 |
SCHWAB US TIPS ETF | 45.6M | $1.2B | 3.4% | $23.72 | +8.01% | 11 qtrssince 2023-Q1 | Increased 63 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 20.4M | $1.2B | 3.4% | $53.71 | +7.94% | 11 qtrssince 2023-Q1 | Increased 63 |
SCHWAB U.S. SMALL-CAP ETF | 34.2M | $954.3M | 2.6% | $21.83 | +26.68% | 11 qtrssince 2023-Q1 | Increased 56 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 17.6M | $916.5M | 2.5% | $44.82 | +11.58% | 11 qtrssince 2023-Q1 | Increased 58 |
VANGUARD LONG-TERM TREASURY ETF | 13.4M | $761.6M | 2.1% | $54.41 | +0.26% | 8 qtrssince 2023-Q4 | Increased 58 |
Vanguard International Equity Index Funds FTSE SMCAP ETF | 5M | $706M | 2.0% | $101.05 | +36.77% | 11 qtrssince 2023-Q1 | Increased 50 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 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% | $49.33 | +277.35% | 11 qtrssince 2023-Q1 | Decreased 0 |
STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | 25.1M | $536.6M | 1.5% | $17.40 | +15.20% | 11 qtrssince 2023-Q1 | Increased 52 |
Alphabet Inc. | 2.2M | $528.9M | 1.5% | $109.22 | +122.42% | 11 qtrssince 2023-Q1 | Decreased 0 |
ISHARES ESG AWARE MSCI EAFE ETF | 5.6M | $522.1M | 1.4% | $64.40 | +39.45% | 11 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.6M | $512.5M | 1.4% | $198.63 | +63.35% | 11 qtrssince 2023-Q1 | Decreased 0 |
Microsoft Corp. | 943,282 | $488.6M | 1.4% | $295.10 | +74.09% | 11 qtrssince 2023-Q1 | Increased 50 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 10.3M | $445.6M | 1.2% | $34.26 | +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: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
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
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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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