Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings501 positions
SCHWAB INTERNATIONAL EQUITY ETF | 180.8M | $4.3B | 11.7% | $16.19 | +47.61% | 12 qtrssince 2023-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 8.5M | $2.1B | 5.6% | $177.56 | +37.70% | 12 qtrssince 2023-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 34.1M | $1.8B | 4.9% | $37.85 | +41.61% | 12 qtrssince 2023-Q1 | Decreased 0 |
| 21M | $1.7B | 4.5% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF | 16.2M | $1.4B | 3.9% | $77.25 | +12.35% | 12 qtrssince 2023-Q1 | Increased 63 |
SCHWAB US TIPS ETF | 49.7M | $1.3B | 3.6% | $23.87 | +7.24% | 12 qtrssince 2023-Q1 | Increased 64 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 21.9M | $1.3B | 3.5% | $54.04 | +8.46% | 12 qtrssince 2023-Q1 | Increased 63 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 18.9M | $979.3M | 2.6% | $45.22 | +11.37% | 12 qtrssince 2023-Q1 | Increased 59 |
SCHWAB U.S. SMALL-CAP ETF | 34M | $969M | 2.6% | $21.83 | +29.90% | 12 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD LONG-TERM TREASURY ETF | 14.4M | $804.2M | 2.2% | $54.40 | -0.14% | 9 qtrssince 2023-Q4 | Increased 59 |
Vanguard International Equity Index Funds FTSE SMCAP ETF | 4.9M | $708.6M | 1.9% | $101.05 | +40.80% | 12 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 14.2M | $649M | 1.8% | $36.28 | +26.77% | 12 qtrssince 2023-Q1 | Increased 51 |
Alphabet Inc. | 2M | $630.8M | 1.7% | $109.22 | +186.76% | 12 qtrssince 2023-Q1 | Decreased 0 |
ISHARES ESG AWARE MSCI EAFE ETF | 6.6M | $624M | 1.7% | $68.62 | +36.40% | 12 qtrssince 2023-Q1 | Increased 58 |
Apple Inc. | 2.1M | $578.8M | 1.6% | $167.57 | +61.80% | 12 qtrssince 2023-Q1 | Decreased 0 |
STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | 26.1M | $557.9M | 1.5% | $17.52 | +16.71% | 12 qtrssince 2023-Q1 | Increased 52 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.7M | $555.4M | 1.5% | $206.29 | +61.15% | 12 qtrssince 2023-Q1 | Increased 53 |
NVIDIA Corp. | 2.9M | $538.2M | 1.5% | $49.33 | +277.21% | 12 qtrssince 2023-Q1 | Decreased 0 |
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 5.9M | $501M | 1.4% | $67.22 | +27.00% | 3 qtrssince 2025-Q2 | Increased 51 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 11.1M | $477.6M | 1.3% | $34.75 | +17.12% | 12 qtrssince 2023-Q1 | Increased 53 |
Empower Advisory Group, LLC manages $37B across 501 positions as of Q4 2025. Top holdings: SCHF (11.7%), IWM (5.6%), VWO (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Active quarter - 34 new positions, 61 exits, 244 increased. Top move: SCHP (INCREASED, conviction 64). Portfolio: $37.0B across 501 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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