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CIK: 0001978885
Total reported value
$41.9B
$41.9B
510 檔
28.4%
During the Q1 2026 filing period, Empower Advisory Group, LLC (CIK: 0001978885) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $41.9B across 510 reported positions.
In Q1 2026, Empower Advisory Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.93% | +0.13% | +2.72% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.53% | +0.15% | +1.42% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.99% | +0.10% | +4.30% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.59% | -0.07% | +7.50% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.89% | +0.16% | +4.51% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.67% | -0.09% | +6.97% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.65% | -0.05% | +7.79% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.79% | +0.46% | +8.46% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.71% | -0.03% | +7.57% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.23% | — | +7.86% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.89% | -0.03% | +1.10% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.68% | -0.02% | +2.92% | |
| 13 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.55% | -0.31% | +4.89% | |
| 14 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.48% | +0.01% | +5.91% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.43% | -0.18% | +1.41% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.06% | -1.23% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.36% | -0.03% | -16.59% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.33% | -0.01% | +8.56% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.04% | +0.11% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.24% | -0.30% | -2.10% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.07% | +9.17% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.09% | +0.05% | +7.36% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.14% | -21.45% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.03% | +19.79% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.14% | -28.96% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.14% | +0.80% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.01% | +15.82% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.19% | +3.46% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | — | +5.83% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.03% | +3.20% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.05% | +1.92% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.15% | +4.07% | |
| 33 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.62% | -0.01% | -18.09% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.02% | +0.92% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | +0.02% | +7.70% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.06% | +1.97% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.06% | +5.32% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.12% | +5.20% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | -0.04% | +4.91% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.13% | +23.59% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.44% | — | +71.16% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.43% | -0.10% | +3.48% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | -0.13% | +9.38% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | +0.01% | +44.00% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.17% | +1693.14% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.41% | -0.09% | -0.64% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | — | +18.65% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.40% | -0.03% | +8.40% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.38% | -0.14% | +3.55% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.01% | +6.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +1693.14% | Add |
| 2 | PDBC | Invesco Optimum Yield Divers | +0.4% | +4.89% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +26710.14% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +3.46% | Add |
| 5 | LIN | Linde plc | +0.2% | +71.16% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.2% | +2.72% | Add |
| 7 | GE | General Electric | +0.2% | +189.77% | Add |
| 8 | SCHA | Schwab US Small-cap ETF | +0.2% | +8.46% | Add |
| 9 | D | Dominion Energy Inc | +0.2% | +19337.60% | Add |
| 10 | BSV | Vanguard Short-term Bond ETF | +0.1% | +7.50% | Add |
| 11 | CVX | Chevron CORP | +0.1% | +5.20% | Add |
| 12 | VLO | Valero Energy CORP | +0.1% | +3.55% | Add |
| 13 | SCHP | Schwab U.s. Tips ETF | +0.1% | +6.97% | Add |
| 14 | DOW | Dow Inc | +0.1% | +6.20% | Add |
| 15 | VGIT | Vanguard Intermediate-term T | +0.1% | +7.79% | Add |
| 16 | IWB | Ishares Russell 1000 ETF | +0.1% | +44.00% | Add |
| 17 | COP | Conocophillips | +0.1% | +9.06% | Add |
| 18 | GLDM | Spdr Gold Minishares Trust | +0.1% | +1.41% | Add |
| 19 | BKR | Baker Hughes Co | +0.1% | +3.48% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +23.59% | Add |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | +25.54% | Add |
| 22 | USIG | Ishares Broad Usd Investment | +0.1% | +7.57% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +0.92% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +5.32% | Add |
| 25 | EOG | Eog Resources Inc | +0.1% | +15.44% | Add |
| 26 | HOOD | Robinhood Markets Inc - A | +0.1% | +18383.29% | Add |
| 27 | VGLT | Vanguard Long-term Treasury | +0.1% | +7.86% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +0.80% | Add |
| 29 | PFE | Pfizer Inc | +0.1% | +9.38% | Add |
| 30 | NEE | Nextera Energy Inc | +0.1% | +1.97% | Add |
| 31 | ADM | Archer-daniels-midland Co | +0.1% | +3.20% | Add |
| 32 | TMUS | T-mobile US Inc | +0.1% | +41.29% | Add |
| 33 | SO | Southern Co/the | +0.1% | +8.40% | Add |
| 34 | CMCSA | Comcast Corp-class A | +0.1% | +41.75% | Add |
| 35 | DUK | Duke Energy CORP | +0.1% | +4.91% | Add |
| 36 | PG | Procter & Gamble Co/the | +0.1% | +18.65% | Add |
| 37 | VZ | Verizon Communications Inc | +0.1% | +2.10% | Add |
| 38 | T | At&t Inc | +0.1% | +4.32% | Add |
| 39 | KMI | Kinder Morgan, Inc. | +0.1% | +4.34% | Add |
| 40 | SYK | Stryker CORP | +0.1% | +66.20% | Add |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.30% | Add |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +8.56% | Add |
| 43 | HON | Honeywell International Inc | 0% | +3.66% | Add |
| 44 | TGT | Target CORP | 0% | +4.62% | Add |
| 45 | LHX | L3harris Technologies Inc | 0% | -0.62% | Trim |
| 46 | AEP | American Electric Power | 0% | +5.49% | Add |
| 47 | FCX | Freeport-mcmoran Inc | 0% | +6.36% | Add |
| 48 | WMB | Williams Cos Inc | 0% | +7.52% | Add |
| 49 | PEP | Pepsico Inc | 0% | +13.92% | Add |
| 50 | EMN | Eastman Chemical Co | 0% | +4.60% | 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 510 disclosed positions in Q1 2026.
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 28.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ADSK
市值: $1.9M
Top Position Liquidated / Trimmed
GOOG
前期市值: $630.8M
During Q1 2026, Empower Advisory Group, LLC's top holdings by market value included SCHF (11.9%)、IWM (5.5%)、VWO (5.0%). The largest single position, SCHF, represented 11.9% of total portfolio value.
In Q1 2026, Empower Advisory Group, LLC made 200 total portfolio adjustments, initiating 4 new buys, adding to 118 positions, trimming 78 holdings, and fully liquidating 0 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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