EdgeMarket › What Empower Advisory Group, Llc reported owning
What Empower Advisory Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
38.5BPositions
510Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHF Schwab International Equity ETF | 4.6B | 11.9% | 185.7M | 28.46 | +24.7% |
| IWM iShares Russell 2000 ETF | 2.1B | 5.5% | 8.6M | 299.96 | +33.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 1.9B | 5.0% | 35.5M | 60.45 | +17.7% |
| BSV Vanguard Short-Term Bond ETF | 1.8B | 4.6% | 22.5M | 77.57 | -1.4% |
| VNQ Vanguard Real Estate ETF | 1.5B | 3.9% | 16.9M | 98.50 | +8.6% |
| SCHP Schwab U.S. TIPS ETF | 1.4B | 3.7% | 53.1M | 25.96 | -2.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 1.4B | 3.6% | 23.6M | 58.31 | -2.3% |
| SCHA Schwab U.S. Small-Cap ETF | 1.1B | 2.8% | 36.9M | 34.83 | +32.4% |
| USIG iShares Broad USD Investment Grade Corporate B | 1.0B | 2.7% | 20.3M | 50.20 | -2.6% |
| VGLT Vanguard Long-Term Treasury ETF | 860.4M | 2.2% | 15.5M | 52.75 | -4.8% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 728.8M | 1.9% | 5.0M | 160.06 | +15.9% |
| VNQI Vanguard Global ex-U.S. Real Estate ETF | 647.7M | 1.7% | 14.6M | 45.71 | -3.8% |
| PDBC Invesco Optimum Yield Diversified Commodity St | 597.6M | 1.6% | 34.5M | 18.65 | +43.1% |
| EBND State Street SPDR Bloomberg Emerging Markets L | 570.7M | 1.5% | 27.6M | 21.24 | +0.0% |
| GLDM World Gold Trust | 551.6M | 1.4% | 6.0M | 91.32 | +37.7% |
| AAPL Apple Inc. | 533.7M | 1.4% | 2.1M | 309.35 | +36.9% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 523.4M | 1.4% | 5.5M | 107.31 | +17.0% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 511.7M | 1.3% | 12.1M | 42.24 | -1.7% |
| NVDA NVIDIA CORP | 503.8M | 1.3% | 2.9M | 214.72 | +22.4% |
| IAU ISHARES GOLD TRUST | 476.4M | 1.2% | 5.4M | 86.79 | +37.5% |
| AMZN AMAZON COM INC | 443.4M | 1.2% | 2.1M | 258.63 | +15.6% |
| BNDX Vanguard Total International Bond ETF | 421.4M | 1.1% | 8.8M | 47.65 | -3.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 417.5M | 1.1% | 1.3M | 378.24 | +20.5% |
| MSFT MICROSOFT CORP | 414.9M | 1.1% | 1.1M | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 409.7M | 1.1% | 1.4M | 341.75 | +70.7% |
| WMT Walmart Inc. | 331.5M | 0.9% | 2.7M | 103.70 | +1.1% |
| META Meta Platforms, Inc. | 320.1M | 0.8% | 559.5K | 549.90 | -26.5% |
| XOM ExxonMobil Holdings Corp | 297.7M | 0.8% | 1.8M | 165.11 | +52.1% |
| unmapped CUSIP 084670702 | 255.6M | 0.7% | 533.5K | — | — |
| JPM JPMORGAN CHASE & CO | 255.0M | 0.7% | 866.9K | 351.58 | +20.3% |
| TSLA Tesla, Inc. | 245.9M | 0.6% | 661.6K | 362.86 | +12.0% |
| LLY ELI LILLY & Co | 238.9M | 0.6% | 259.8K | 1,255.40 | +78.0% |
| ESGE iShares ESG Aware MSCI EM ETF | 237.5M | 0.6% | 5.2M | 53.93 | +33.5% |
| JNJ JOHNSON & JOHNSON | 219.4M | 0.6% | 897.5K | 270.24 | +51.1% |
| MA Mastercard Inc | 201.9M | 0.5% | 404.1K | 580.63 | -2.0% |
| NEE NEXTERA ENERGY INC | 195.8M | 0.5% | 2.1M | 83.65 | +9.8% |
| COST COSTCO WHOLESALE CORP /NEW | 188.9M | 0.5% | 189.5K | 947.74 | -4.7% |
| CVX CHEVRON CORP | 180.7M | 0.5% | 873.2K | 205.27 | +34.0% |
| DUK Duke Energy CORP | 177.9M | 0.5% | 1.4M | 119.85 | -3.7% |
| NFLX NETFLIX INC | 177.1M | 0.5% | 1.8M | 79.59 | -34.4% |
| LIN LINDE PLC | 168.5M | 0.4% | 340.0K | 487.57 | +1.1% |
| ECL ECOLAB INC. | 165.9M | 0.4% | 623.7K | 281.63 | -1.3% |
| PFE PFIZER INC | 158.0M | 0.4% | 5.6M | 28.07 | +10.6% |
| IWB iShares Russell 1000 ETF | 157.8M | 0.4% | 442.6K | 419.69 | +19.8% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 157.6M | 0.4% | 2.1M | 90.13 | +20.1% |
| NEM NEWMONT Corp /DE/ | 157.5M | 0.4% | 1.5M | 131.58 | +90.7% |
| PG PROCTER & GAMBLE Co | 153.5M | 0.4% | 1.1M | 144.68 | -9.3% |
| SO SOUTHERN CO | 152.8M | 0.4% | 1.6M | 88.94 | -6.3% |
| VLO VALERO ENERGY CORP/TX | 148.0M | 0.4% | 598.8K | 348.86 | +148.3% |
| DIS Walt Disney Co | 147.3M | 0.4% | 1.5M | 107.78 | -7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →