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CIK: 0001978885
Total reported value
$41.9B
$41.9B
528 檔
26.8%
In Q3 2025, Empower Advisory Group, LLC's U.S. equity holdings reached a combined market value of $41.9B, distributed across 528 disclosed stock positions.
In Q3 2025, Empower Advisory Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 131 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 528 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 12.03% | +0.13% | +1.33% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.78% | +0.15% | -0.00% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.25% | +0.10% | +1.21% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.27% | -0.07% | +7.90% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.81% | +0.16% | +4.02% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.41% | -0.09% | +6.86% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.40% | -0.05% | +7.09% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.65% | +0.46% | +2.28% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.54% | -0.03% | +6.25% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.11% | — | +7.28% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.96% | -0.03% | +1.01% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.84% | -0.02% | +1.61% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.06% | +0.34% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.04% | -0.18% | |
| 15 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.49% | +0.01% | +4.02% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.47% | +0.14% | -0.34% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.45% | -0.03% | -0.60% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.14% | -2.34% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.03% | +0.66% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.24% | -0.01% | +6.22% | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.22% | -0.31% | +4.30% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.20% | -0.18% | +10.27% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.18% | -0.30% | -2.63% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.07% | +1.01% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | +0.05% | +4.87% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.01% | +1.71% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.05% | +2.50% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.14% | +1.20% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.03% | +1.26% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | — | +2.37% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.66% | -0.01% | -1.10% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | +0.02% | +1.65% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | +3.60% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.15% | +8.70% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.13% | +0.83% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | +0.01% | -2.49% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.06% | +1.75% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | +2.10% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.01% | +1.21% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.46% | -0.10% | +1.39% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | -0.04% | +2.39% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.43% | -0.06% | +2.71% | |
| 43 | NEM | Newmont CORP | Stock-Materials | 0.43% | -0.09% | -0.86% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | — | +2.97% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.04% | +0.66% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.03% | +2.08% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.02% | +2.60% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.37% | — | +3.87% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | -0.13% | +3.86% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.12% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -0.18% | Add |
| 2 | SCHA | Schwab US Small-cap ETF | +0.6% | +2.28% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | -0.00% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.34% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | +2.50% | Add |
| 6 | DASH | Doordash Inc - A | +0.3% | +23.20% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +0.66% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.21% | Add |
| 9 | RTX | Rtx CORP | +0.2% | +8294.91% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.01% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +0.66% | Add |
| 12 | CEG | Constellation Energy | +0.2% | +2.42% | Add |
| 13 | NEM | Newmont CORP | +0.1% | -0.86% | Trim |
| 14 | VMC | Vulcan Materials Co | +0.1% | +21.65% | Add |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +1.01% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +1.71% | Add |
| 17 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -0.06% | Add |
| 18 | KMB | Kimberly-clark CORP | +0.1% | +8163.44% | Add |
| 19 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.33% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +0.34% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.26% | Add |
| 22 | LHX | L3harris Technologies Inc | +0.1% | +1.58% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.74% | Add |
| 24 | SCCO | Southern Copper CORP | +0.1% | +2.63% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -0.80% | Trim |
| 26 | KKR | Kkr & Co Inc | +0.1% | +2.79% | Add |
| 27 | VLO | Valero Energy CORP | +0.1% | +2.50% | Add |
| 28 | DLTR | Dollar Tree Inc | +0.1% | +1.42% | Add |
| 29 | SRE | Sempra | 0% | +2.68% | Add |
| 30 | ADM | Archer-daniels-midland Co | 0% | +2.49% | Add |
| 31 | BA | Boeing Co/the | 0% | +1.90% | Add |
| 32 | TGT | Target CORP | 0% | +1.00% | Add |
| 33 | ORCL | Oracle CORP | 0% | +4.00% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.34% | Add |
| 35 | VEEV | Veeva Systems Inc-class A | 0% | +1.80% | Add |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +69.90% | Add |
| 37 | BLK | Blackrock Inc | 0% | +1366.43% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | +1.21% | Add |
| 39 | BAC | Bank Of America CORP | 0% | +0.68% | Add |
| 40 | NUE | Nucor CORP | 0% | +2.96% | Add |
| 41 | ES | Eversource Energy | 0% | +0.06% | Add |
| 42 | ALB | Albemarle CORP | 0% | +2.33% | Add |
| 43 | GVA | Granite Construction Inc | 0% | +0.46% | Add |
| 44 | VCR | Vanguard Consumer Discre ETF | 0% | +2.51% | Add |
| 45 | BSX | Boston Scientific CORP | 0% | +2.18% | Add |
| 46 | WMT | Walmart Inc | 0% | +1.20% | Add |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | 0% | -1.10% | Trim |
| 48 | NKE | Nike Inc -cl B | 0% | +2.27% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | 0% | +1.09% | Add |
| 50 | ORA | Ormat Technologies Inc | 0% | +1.74% | 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 528 disclosed positions in Q3 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 26.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLDM
市值: $432.4M
Top Position Liquidated / Trimmed
D
前期市值: $14.3M
During Q3 2025, Empower Advisory Group, LLC's top holdings by market value included SCHF (12.0%)、IWM (5.8%)、VWO (5.3%). The largest single position, SCHF, represented 12.0% of total portfolio value.
In Q3 2025, Empower Advisory Group, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 131 positions, trimming 54 holdings, and fully liquidating 5 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.
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