Empower Advisory Group, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$37B

Total Positions

501

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SCHF11.74%

IWM5.63%

VWO4.95%

VANGUARD BD 4.46%

VNQ3.86%

SCHP3.55%

VGIT3.54%

USIG2.64%

SCHA2.62%

VGLT2.17%

Other21.61%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MU12Q held

Micron Technology Inc

Avg $78.32 · $194,167 est. P&L

Est. P&L

+273.65%

HL3Q held

Hecla Mining Co

Avg $5.84 · $169,192 est. P&L

Est. P&L

+233.73%

CRWD12Q held

Crowdstrike Holdings Inc

Avg $147.80 · $196,367 est. P&L

Est. P&L

+221.80%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 501 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SCHF SCHWAB STRATEGIC TR	180.8M	$4.3B	11.7%	—	$17.11	+41.48%	12 qtrs	Decreased 0
IWM ISHARES TR	8.5M	$2.1B	5.6%	—	$176.26	+40.72%	12 qtrs	Decreased 0
VWO VANGUARD INTL EQUITY INDEX F	34.1M	$1.8B	4.9%	—	$38.05	+41.42%	12 qtrs	Decreased 0
921937827 VANGUARD BD INDEX FDS	21M	$1.7B	4.5%	—	—	—	—	Increased 63
VNQ VANGUARD INDEX FDS R	16.2M	$1.4B	3.9%	—	$77.76	+14.74%	12 qtrs	Increased 63
SCHP SCHWAB STRATEGIC TR	49.7M	$1.3B	3.6%	—	$24.90	+6.61%	12 qtrs	Increased 64
VGIT VANGUARD SCOTTSDALE FDS	21.9M	$1.3B	3.5%	—	$54.98	+8.86%	12 qtrs	Increased 63
USIG ISHARES TR	18.9M	$979.3M	2.6%	—	$46.14	+12.13%	12 qtrs	Increased 59
SCHA SCHWAB STRATEGIC TR	34M	$969M	2.6%	—	$23.54	+22.05%	12 qtrs	Decreased 0
VGLT VANGUARD SCOTTSDALE FDS	14.4M	$804.2M	2.2%	—	$55.65	+0.48%	9 qtrs	Increased 59
VSS VANGUARD INTL EQUITY INDEX F	4.9M	$708.6M	1.9%	—	$101.46	+41.72%	12 qtrs	Decreased 0
VNQI VANGUARD INTL EQUITY INDEX F	14.2M	$649M	1.8%	—	$36.28	+26.77%	12 qtrs	Increased 51
GOOG Alphabet Inc	2M	$630.8M	1.7%	—	$107.08	+193.74%	12 qtrs	Decreased 0
ESGD ISHARES TR	6.6M	$624M	1.7%	—	$69.54	+37.37%	12 qtrs	Increased 58
AAPL Apple Inc	2.1M	$578.8M	1.6%	—	$165.33	+65.02%	12 qtrs	Decreased 0
EBND SPDR SERIES TRUST	26.1M	$557.9M	1.5%	—	$18.22	+16.76%	12 qtrs	Increased 52
VTI VANGUARD INDEX FDS	1.7M	$555.4M	1.5%	—	$205.51	+64.39%	12 qtrs	Increased 53
NVDA NVIDIA Corp	2.9M	$538.2M	1.5%	—	$120.22	+56.00%	12 qtrs	Decreased 0
GLDM WORLD GOLD TR	5.9M	$501M	1.4%	—	$66.53	+29.12%	3 qtrs	Increased 51
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	11.1M	$477.6M	1.3%	—	$36.20	+17.81%	12 qtrs	Increased 53
MSFT Microsoft Corp	935,599	$452.5M	1.2%	—	$293.19	+66.27%	12 qtrs	Decreased 0
AMZN Amazon.com Inc	1.9M	$450.1M	1.2%	—	$131.49	+76.85%	12 qtrs	Increased 50
IAU ISHARES GOLD TR	5.5M	$448.1M	1.2%	—	$37.66	+116.97%	12 qtrs	Decreased 0
PDBC INVESCO ACTVELY MNGD ETC FD	32.9M	$435.9M	1.2%	—	$12.51	+7.26%	12 qtrs	Increased 49
BNDX VANGUARD CHARLOTTE FDS	8.2M	$394.7M	1.1%	—	$44.31	+8.93%	12 qtrs	Increased 52
Showing 25 of 501 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

PDBCINVESCO ACTVELY MNGD ETC FD

Q1 2024 → Q4 2025+10.9M shares+$142.9M

BNDXVANGUARD CHARLOTTE FDS

Q1 2024 → Q4 2025+2.7M shares+$125.4M

ADMArcher-Daniels-Midland Co

Q1 2024 → Q4 2025+721,241 shares+$27.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer