Empower Advisory Group, LLC

CIK: 0001978885SEC EDGAR →

Portfolio Value

$37.0B

Holdings

501

As of

Q4 2025

New Positions

52

Closed Positions

21

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHWAB STRATEGIC TR

180,778,097$4.3B
11.73%
2

ISHARES TR

8,470,296$2.1B
5.63%
3

VANGUARD INTL EQUITY INDEX F

34,070,052$1.8B
4.94%
4

VANGUARD BD INDEX FDS

20,972,198$1.7B
4.46%
5

VANGUARD INDEX FDS

16,150,941$1.4B
3.86%
6

SCHWAB STRATEGIC TR

49,666,971$1.3B
3.55%
7

VANGUARD SCOTTSDALE FDS

21,891,841$1.3B
3.54%
8

ISHARES TR

18,917,043$979.0M
2.64%
9

SCHWAB STRATEGIC TR

34,024,368$969.0M
2.62%
10

VANGUARD SCOTTSDALE FDS

14,411,863$804.0M
2.17%

Quarterly Changes

Top Buys

PBUS↑ Increased
$133.1M
BSV↑ Increased
$110.8M
ESGD↑ Increased
$101.9M
SCHP↑ Increased
$86.0M
VGIT↑ Increased
$84.8M

Top Sells

GOOG↓ Decreased
$101.1M
VWO↓ Decreased
$62.7M
IWB↓ Decreased
$56.7M
ALB↓ Decreased
$51.1M
LIN↓ Decreased
$50.0M

New Positions (34)

$1.0M · 24K shares
$0 · 3K shares
$0 · 5K shares
$0 · 3K shares
$0 · 5K shares
$0 · 6K shares
$0 · 7K shares
$0 · 2K shares
$0 · 38K shares
$0 · 744 shares
$0 · 5K shares
$0 · 3K shares
$0 · 2K shares
$0 · 4K shares
$0 · 1K shares
$0 · 2K shares
$0 · 12K shares
$0 · 2K shares
$0 · 4K shares
$0 · 7K shares
$0 · 2K shares
$0 · 5K shares
$0 · 17K shares
$0 · 2K shares
$0 · 3K shares
$0 · 9K shares
$0 · 3K shares
$0 · 2K shares
$0 · 2K shares
$0 · 9K shares
$0 · 10K shares
$0 · 8K shares
$0 · 9K shares
$0 · 46K shares

Closed Positions (61)

$2.6M · 8K shares
$1.2M · 23K shares
$979K · 2K shares
$948K · 18K shares
$930K · 57K shares
$626K · 15K shares
$442K · 7K shares
$402K · 12K shares
$390K · 3K shares
$378K · 6K shares
$365K · 3K shares
$364K · 3K shares
$351K · 4K shares
$342K · 10K shares
$341K · 11K shares
$337K · 4K shares
$331K · 4K shares
$324K · 6K shares
$323K · 6K shares
$322K · 6K shares
$301K · 4K shares
$301K · 14K shares
$298K · 5K shares
$297K · 4K shares
$293K · 23K shares
$275K · 4K shares
$264K · 2K shares
$263K · 5K shares
$261K · 3K shares
$259K · 11K shares
$258K · 6K shares
$251K · 11K shares
$250K · 1K shares
$249K · 3K shares
$248K · 3K shares
$246K · 5K shares
$243K · 1K shares
$242K · 5K shares
$239K · 3K shares
$238K · 4K shares
$235K · 2K shares
$235K · 5K shares
$235K · 2K shares
$235K · 5K shares
$232K · 189 shares
$229K · 3K shares
$227K · 2K shares
$226K · 1K shares
$224K · 430 shares
$219K · 4K shares
$218K · 3K shares
$213K · 2K shares
$211K · 2K shares
$210K · 1K shares
$210K · 1K shares
$207K · 2K shares
$206K · 3K shares
$200K · 2K shares
$191K · 10K shares
$81K · 14K shares
$45K · 20K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services225$23.5B64.0%
Technology65$2.6B7.1%
Communication Services14$1.6B4.4%
Utilities21$1.3B3.5%
Basic Materials18$1.3B3.5%
Healthcare29$1.3B3.4%
Consumer Defensive16$1.3B3.4%
Consumer Cyclical23$1.2B3.3%
Industrials44$1.1B3.0%
Unknown25$843.0M2.3%
Energy18$774.0M2.1%
Real Estate3$00.0%