Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings501 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 180.8M | $4.3B | 11.7% | $17.11 | +41.48% | 12 qtrssince 2023-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 8.5M | $2.1B | 5.6% | $176.26 | +40.72% | 12 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 34.1M | $1.8B | 4.9% | $38.05 | +41.42% | 12 qtrssince 2023-Q1 | Decreased 0 |
| 21M | $1.7B | 4.5% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF ETF | 16.2M | $1.4B | 3.9% | $77.76 | +14.74% | 12 qtrssince 2023-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 49.7M | $1.3B | 3.6% | $24.21 | +6.28% | 12 qtrssince 2023-Q1 | Increased 64 |
VANGUARD INTERMEDIATE-TERM T | 21.9M | $1.3B | 3.5% | $54.04 | +8.46% | 12 qtrssince 2023-Q1 | Increased 63 |
ISHARES TR | 18.9M | $979.3M | 2.6% | $45.22 | +11.37% | 12 qtrssince 2023-Q1 | Increased 59 |
SCHWAB US SMALL-CAP ETF | 34M | $969M | 2.6% | $23.54 | +22.05% | 12 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 14.4M | $804.2M | 2.2% | $54.40 | -0.14% | 9 qtrssince 2023-Q4 | Increased 59 |
VANGUARD FTSE ALL WO X-US SC | 4.9M | $708.6M | 1.9% | $101.46 | +41.72% | 12 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD GLBL EX-US REAL EST | 14.2M | $649M | 1.8% | $36.28 | +26.77% | 12 qtrssince 2023-Q1 | Increased 51 |
ALPHABET INC-CL C | 2M | $630.8M | 1.7% | $107.08 | +193.74% | 12 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TRUST ISHARES ESG AW | 6.6M | $624M | 1.7% | $69.54 | +37.37% | 12 qtrssince 2023-Q1 | Increased 58 |
APPLE INC | 2.1M | $578.8M | 1.6% | $167.57 | +61.80% | 12 qtrssince 2023-Q1 | Decreased 0 |
SPDR BLOOMBERG EM BOND | 26.1M | $557.9M | 1.5% | $17.69 | +16.71% | 12 qtrssince 2023-Q1 | Increased 52 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $555.4M | 1.5% | $205.51 | +64.39% | 12 qtrssince 2023-Q1 | Increased 53 |
NVIDIA CORP | 2.9M | $538.2M | 1.5% | $120.22 | +56.00% | 12 qtrssince 2023-Q1 | Decreased 0 |
SPDR GOLD MINISHARES TRUST | 5.9M | $501M | 1.4% | $66.53 | +29.12% | 3 qtrssince 2025-Q2 | Increased 51 |
ISHARES TR | 11.1M | $477.6M | 1.3% | $35.15 | +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: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 34 new positions, 61 exits, 244 increased. Top move: SCHP (INCREASED, conviction 64). Portfolio: $37.0B across 501 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