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CIK: 0001978885
Total reported value
$41.9B
$41.9B
501 檔
27.1%
At the close of Q4 2025, Empower Advisory Group, LLC disclosed equity holdings valued at approximately $41.9B, spread across 501 reported holdings.
Empower Advisory Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 5 holdings and trimming 83 positions.
Showing top 200 holdings (of 501 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.74% | +0.13% | -3.04% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.63% | +0.15% | -1.70% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.95% | +0.10% | -2.52% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.46% | -0.07% | +7.38% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.86% | +0.16% | +7.56% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.55% | -0.09% | +8.91% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.54% | -0.05% | +7.17% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.64% | -0.03% | +7.79% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.62% | +0.46% | -0.53% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.17% | — | +7.60% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.91% | -0.03% | -0.17% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.75% | -0.02% | +2.09% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.70% | +0.14% | -7.43% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.69% | -0.03% | +16.88% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.06% | -1.07% | |
| 16 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.51% | +0.01% | +3.93% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | +0.14% | +6.07% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.04% | -0.98% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.35% | -0.18% | +3.77% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.29% | -0.01% | +8.27% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.03% | -0.81% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.07% | +1.11% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.21% | -0.30% | -5.97% | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.18% | -0.31% | +0.23% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.07% | +0.05% | +6.06% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.01% | +4.92% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.14% | -0.94% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.05% | -1.48% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.76% | -0.01% | +15.53% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.03% | +0.18% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.15% | +1.63% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | — | -0.87% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | +0.02% | +0.16% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.19% | +0.52% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.02% | -0.65% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.06% | +0.67% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.01% | -0.70% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.43% | -0.10% | -0.20% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.06% | -0.91% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.41% | -0.04% | +0.84% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.04% | +0.25% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.39% | -0.09% | -20.04% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.12% | -5.60% | |
| 44 | SCCO | Southern Copper CORP | Stock-Materials | 0.38% | +0.02% | -1.84% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.13% | +901.47% | |
| 46 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.37% | — | +4427.73% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | +0.02% | +11.35% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | — | -4.88% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.19% | +9.20% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.13% | +2.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PBUS | Invesco Msci USA ETF | +0.4% | +4427.73% | Add |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | +0.2% | +16.88% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -7.43% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.2% | +1.63% | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.2% | +7.38% | Add |
| 6 | GLDM | Spdr Gold Minishares Trust | +0.2% | +3.77% | Add |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.1% | +8.91% | Add |
| 8 | VGIT | Vanguard Intermediate-term T | +0.1% | +7.17% | Add |
| 9 | ALB | Albemarle CORP | +0.1% | -1.63% | Trim |
| 10 | GE | General Electric | +0.1% | +3950.49% | Add |
| 11 | USIG | Ishares Broad Usd Investment | +0.1% | +7.79% | Add |
| 12 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | +15.53% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.07% | Add |
| 14 | VGLT | Vanguard Long-term Treasury | +0.1% | +7.60% | Add |
| 15 | DLTR | Dollar Tree Inc | +0.1% | -2.30% | Trim |
| 16 | VNQ | Vanguard Real Estate ETF | +0.1% | +7.56% | Add |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +8.27% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.11% | Add |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | +3.50% | Add |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +3.10% | Add |
| 21 | NUE | Nucor CORP | +0.1% | +1.22% | Add |
| 22 | AAPL | Apple Inc | 0% | -1.07% | Trim |
| 23 | SCCO | Southern Copper CORP | 0% | -1.84% | Trim |
| 24 | WMT | Walmart Inc | 0% | -0.94% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | -0.65% | Trim |
| 26 | CAT | Caterpillar Inc | 0% | -5.60% | Trim |
| 27 | MDB | Mongodb Inc | 0% | +97.58% | Add |
| 28 | IAU | Ishares Gold Trust | 0% | -5.97% | Trim |
| 29 | AMGN | Amgen Inc | 0% | +0.16% | Add |
| 30 | ESGU | Ishares Esg Aware Msci USA | 0% | +11.65% | Add |
| 31 | EBND | State Street Spdr Bloomberg | 0% | +3.93% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | +0.52% | Add |
| 33 | NEE | Nextera Energy Inc | 0% | +0.67% | Add |
| 34 | VMC | Vulcan Materials Co | 0% | +26.61% | Add |
| 35 | MNST | Monster Beverage CORP | 0% | -2.68% | Trim |
| 36 | CRM | Salesforce Inc | 0% | -1.19% | Trim |
| 37 | CEG | Constellation Energy | 0% | +0.92% | Add |
| 38 | BGRN | Ishares Usd Green Bond ETF | 0% | +17.98% | Add |
| 39 | VAW | Vanguard Materials ETF | 0% | +11.23% | Add |
| 40 | TGT | Target CORP | 0% | +4.06% | Add |
| 41 | DASH | Doordash Inc - A | 0% | +27.39% | Add |
| 42 | DKNG | Draftkings Inc-cl A | 0% | +42.34% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | +18.91% | Add |
| 44 | RTX | Rtx CORP | 0% | -0.58% | Trim |
| 45 | VOX | Vanguard Communication Servi | 0% | +7.64% | Add |
| 46 | MAR | Marriott International -cl A | 0% | +18.31% | Add |
| 47 | BNDX | Vanguard Total Intl Bond ETF | 0% | +6.06% | Add |
| 48 | AVGO | Broadcom Inc | 0% | +0.25% | Add |
| 49 | PEP | Pepsico Inc | 0% | +6.76% | Add |
| 50 | VPU | Vanguard Utilities ETF | 0% | +10.46% | 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 501 disclosed positions in Q4 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 27.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $1.6M
Top Position Liquidated / Trimmed
ADSK
前期市值: $2.6M
During Q4 2025, Empower Advisory Group, LLC's top holdings by market value included SCHF (11.7%)、IWM (5.6%)、VWO (5.0%). The largest single position, SCHF, represented 11.7% of total portfolio value.
In Q4 2025, Empower Advisory Group, LLC made 200 total portfolio adjustments, initiating 1 new buys, adding to 111 positions, trimming 83 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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