13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001978885
Total reported value
$41.9B
$41.9B
497 檔
24.7%
The Q2 2025 SEC filing reveals that Empower Advisory Group, LLC held a total portfolio value of $41.9B, covering 497 public equity positions.
In Q2 2025, Empower Advisory Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 145 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 497 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.18% | +0.13% | -0.43% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.57% | +0.15% | +5.81% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.12% | +0.10% | +1.33% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.27% | -0.07% | +4.63% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.85% | +0.16% | +4.17% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.42% | -0.05% | +4.55% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.41% | -0.09% | +4.94% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.54% | -0.03% | +5.23% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.53% | +0.46% | +26.71% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.10% | — | +7.16% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.97% | -0.03% | +1.01% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.89% | -0.02% | -18.46% | |
| 13 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.55% | +0.01% | +3.77% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.51% | -0.03% | -3.57% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | +0.14% | +2.95% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.03% | +4.45% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.04% | +18.75% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.06% | +9.20% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.07% | +21.59% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.25% | -0.01% | +6.02% | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.23% | -0.31% | +5.96% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.14% | +5.13% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.13% | -0.30% | -54.65% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.09% | +0.05% | +4.20% | |
| 25 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.01% | -0.18% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.01% | +3.03% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.14% | +1.01% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | — | +0.59% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.03% | +2.92% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.65% | -0.01% | -2.14% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | +0.02% | +1.81% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.05% | +12.95% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.13% | -24.96% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.01% | +4.18% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.06% | +1.00% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.15% | +6.31% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | +5.37% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.01% | -2.78% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.48% | -0.10% | +1.83% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | -0.04% | +4.87% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | — | +5.13% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.06% | +4.00% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.40% | -0.03% | +2.25% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | +0.02% | +5.57% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | +3.87% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.39% | -0.01% | +4.91% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.38% | — | +9.20% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.05% | +0.25% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | +0.02% | +5.21% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.04% | +15.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +1% | NEW | New buy |
| 2 | SCHA | Schwab US Small-cap ETF | +0.5% | +26.71% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +18.75% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | +4.45% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | +5.81% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +21.59% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.3% | -0.43% | Trim |
| 8 | DASH | Doordash Inc - A | +0.2% | +371.71% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +3.03% | Add |
| 10 | CEG | Constellation Energy | +0.2% | +57.45% | Add |
| 11 | SNOW | Snowflake Inc | +0.2% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.2% | +15.32% | Add |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +1.01% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +12.95% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +5.13% | Add |
| 16 | VMC | Vulcan Materials Co | +0.1% | +303.25% | Add |
| 17 | DIS | Walt Disney Co/the | +0.1% | +4.18% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.33% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +2.92% | Add |
| 20 | DLTR | Dollar Tree Inc | +0.1% | +13.04% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.95% | Add |
| 22 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +312.56% | Add |
| 23 | KKR | Kkr & Co Inc | +0.1% | +52.09% | Add |
| 24 | TGT | Target CORP | +0.1% | +78.25% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -0.43% | Trim |
| 26 | BA | Boeing Co/the | 0% | +5.95% | Add |
| 27 | LHX | L3harris Technologies Inc | 0% | +3.32% | Add |
| 28 | VEEV | Veeva Systems Inc-class A | 0% | +4.08% | Add |
| 29 | EBND | State Street Spdr Bloomberg | 0% | +3.77% | Add |
| 30 | CAT | Caterpillar Inc | 0% | +3.62% | Add |
| 31 | NEM | Newmont CORP | 0% | -0.82% | Trim |
| 32 | CMG | Chipotle Mexican Grill Inc | 0% | +8.69% | Add |
| 33 | ORCL | Oracle CORP | 0% | +251.05% | Add |
| 34 | WMT | Walmart Inc | 0% | +1.01% | Add |
| 35 | SCCO | Southern Copper CORP | 0% | +8.37% | Add |
| 36 | ADM | Archer-daniels-midland Co | 0% | +9.18% | Add |
| 37 | NUE | Nucor CORP | 0% | +9.98% | Add |
| 38 | PYPL | Paypal Holdings Inc | 0% | +5.07% | Add |
| 39 | NKE | Nike Inc -cl B | 0% | +10.09% | Add |
| 40 | BSX | Boston Scientific CORP | 0% | +188.92% | Add |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +902.37% | Add |
| 42 | HON | Honeywell International Inc | 0% | +1.69% | Add |
| 43 | BAC | Bank Of America CORP | 0% | +1.23% | Add |
| 44 | FCX | Freeport-mcmoran Inc | 0% | +4.65% | Add |
| 45 | SRE | Sempra | 0% | +6.00% | Add |
| 46 | ES | Eversource Energy | 0% | +8.23% | Add |
| 47 | WMB | Williams Cos Inc | 0% | +8.84% | Add |
| 48 | VCR | Vanguard Consumer Discre ETF | 0% | +50.25% | Add |
| 49 | VOX | Vanguard Communication Servi | 0% | -0.99% | Trim |
| 50 | GVA | Granite Construction Inc | 0% | +2.01% | Add |
According to official SEC Form 13F filings, Empower Advisory Group, LLC reported a total U.S. public equity portfolio value of $41.9B across 497 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, IWM, VWO) accounted for 24.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
GLDM
市值: $336.0M
Top Position Liquidated / Trimmed
D
前期市值: $14.3M
During Q2 2025, Empower Advisory Group, LLC's top holdings by market value included SCHF (12.2%)、IWM (5.6%)、VWO (5.1%). The largest single position, SCHF, represented 12.2% of total portfolio value.
In Q2 2025, Empower Advisory Group, LLC made 200 total portfolio adjustments, initiating 5 new buys, adding to 145 positions, trimming 47 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.