Empower Advisory Group, LLC
Sector Allocation
- Other54.8%$23.0B
- Technology12.3%$5.2B
- Financials7.9%$3.3B
- Utilities3.9%$1.6B
- Consumer Discretionary3.8%$1.6B
- Materials3.6%$1.5B
- Healthcare3.5%$1.5B
- Consumer Staples3.4%$1.4B
- Industrials2.6%$1.1B
- Energy2.5%$1.0B
AUM History
13fpro.ai/research/fund/empower-advisory-group-llc-1978885
Conviction and streaks
Stable · top 10 = 46.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$5.1B
- ISHARES$2.4B
- VANGUARD$2.1B
META
$1.9B- VANGUARD$1.7B
- VANGUARD$1.5B
- SCHWAB$1.5B
- SCHWAB$1.4B
- ISHARES$1.1B
- VANGUARD$933.6M
- VANGUARD$777.8M
- VANGUARD$694.5M
- SPDR$625.3M
AAPL
$606.7MNVDA
$566.7M- ISHARES$558.4M
- ISHARES$553.5M
GLDM
$522.7MIVZ
$520.0M- VANGUARD$510.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/empower-advisory-group-llc-1978885
Empower Advisory Group, LLC 13F holdings — Q2 2026
$41.9B portfolio (+8.8% QoQ) · 532 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - INTL EQTY ETF
$5.1B
12.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUSSELL 2000 ETF
$2.4B
5.7% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$2.1B
5.1% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $1.9B
4.5% of stocks
+8%This quarter+8.9%Since filed7+ qtrsHeld- 5
VANGUARD INDEX FDS - REAL ESTATE ETF
$1.7B
4.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$1.5B
3.6% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US TIPS ETF
$1.5B
3.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US SML CAP ETF
$1.4B
3.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - USD INV GRDE ETF
$1.1B
2.7% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS
$933.6M
2.2% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $5.1B | 12.1% | -2% | — | — | — | — | |
| 2 | ISHARES TR - RUSSELL 2000 ETF | $2.4B | 5.7% | -8% | — | — | — | — | |
| 3 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.1B | 5.1% | +0.7% | — | — | — | — | |
| 4 | $1.9B | 4.5% | +8% | +8.9% | 7+ qtrsAdded 6 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.7B | 4.0% | +4% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $1.5B | 3.6% | +8% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US TIPS ETF | $1.5B | 3.6% | +7% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.4B | 3.3% | +2% | — | — | — | — | |
| 9 | ISHARES TR - USD INV GRDE ETF | $1.1B | 2.7% | +8% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $933.6M | 2.2% | +9% | — | — | — | — |
All holdings — Empower Advisory Group, LLC (Q2 2026)
532 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $777.8M | 1.9% | 5.04M | +0.9% | — | — | 13F |
| 12 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETFetf/fund | — | $694.5M | 1.7% | 15.48M | +6% | — | — | 13F |
| 13 | — | SPDR SERIES TRUST - SST SPDR BLOOMBEetf/fund | — | $625.3M | 1.5% | 29.89M | +8% | — | — | 13F |
| 14 | Apple Inc. | Technology | $606.7M | 1.4% | 2.10M | -0.3% | 7+ qtrs | 75.7 | 13F | |
| 15 | NVIDIA CORP | Technology | $566.7M | 1.4% | 2.83M | -2% | 7+ qtrs | 86.0 | 13F | |
| 16 | — | ISHARES TR - ESG AW MSCI EAFEetf/fund | — | $558.4M | 1.3% | 5.43M | -0.8% | — | — | 13F |
| 17 | — | ISHARES TR - 0-5YR HI YL CPetf/fund | — | $553.5M | 1.3% | 13.05M | +8% | — | — | 13F |
| 18 | World Gold Trustetf/fund | Financials | $522.7M | 1.3% | 6.58M | +11% | 5 qtrsAdded 5 qtrs in a row | — | 13F | |
| 19 | Invesco Ltd. | Financials | $520.0M | 1.2% | 32.75M | -5% | 7+ qtrs | — | 13F | |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $510.0M | 1.2% | 1.38M | +6% | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $509.8M | 1.2% | 2.14M | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $505.1M | 1.2% | 1.43M | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $478.7M | 1.1% | 9.88M | +13% | — | — | 13F |
| 24 | MICROSOFT CORP | Technology | $438.2M | 1.1% | 1.17M | +5% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ISHARES GOLD TRUSTetf/fund | Financials | $395.5M | 0.9% | 5.24M | -3% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $342.6M | 0.8% | 608K | +9% | |||
| 27 | $LLY | ELI LILLY & Co | Healthcare | $321.5M | 0.8% | 268K | +3% | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $303.4M | 0.7% | 2.68M | +0.4% | |||
| 29 | $JPM | JPMORGAN CHASE & CO | Financials | $289.5M | 0.7% | 884K | +2% | |||
| 30 | $TSLA | Tesla, Inc. | Consumer Discretionary | $289.1M | 0.7% | 687K | +4% | |||
| 31 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $276.9M | 0.7% | 553K | +4% | |||
| 32 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $254.6M | 0.6% | 4.66M | -11% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $243.2M | 0.6% | 1.78M | +1% | |||
| 34 | $JNJ | JOHNSON & JOHNSON | Healthcare | $229.9M | 0.6% | 905K | +0.9% | |||
| 35 | $MA | Mastercard Inc | Financials | $225.9M | 0.5% | 440K | +9% | |||
| 36 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $208.4M | 0.5% | 501K | +13% | |||
| 37 | $NEE | NEXTERA ENERGY INC | Utilities | $188.6M | 0.5% | 2.15M | +2% | |||
| 38 | $LIN | LINDE PLC | Materials | $182.5M | 0.4% | 352K | +3% | |||
| 39 | $CAT | CATERPILLAR INC | Industrials | $182.5M | 0.4% | 171K | -0.3% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $181.9M | 0.4% | 194K | +3% | |||
| 41 | $DUK | Duke Energy CORP | Utilities | $178.1M | 0.4% | 1.41M | +4% | |||
| 42 | $GE | GENERAL ELECTRIC CO | Industrials | $177.8M | 0.4% | 476K | +17% | |||
| 43 | — | ISHARES TR - RUS 1000 ETF | — | $176.3M | 0.4% | 430K | -3% | |||
| 44 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $168.2M | 0.4% | 1.15M | +8% | |||
| 45 | $AVGO | Broadcom Inc. | Technology | $166.3M | 0.4% | 440K | -0.5% | |||
| 46 | $DASH | DoorDash, Inc. | Consumer Discretionary | $163.6M | 0.4% | 887K | +75% | |||
| 47 | $SO | SOUTHERN CO | Utilities | $156.5M | 0.4% | 1.63M | +3% | |||
| 48 | $DIS | Walt Disney Co | Communication Services | $154.7M | 0.4% | 1.61M | +5% | |||
| 49 | $NUE | NUCOR CORP | Materials | $152.2M | 0.4% | 683K | -0.8% | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $151.1M | 0.4% | 710K | +9% | |||
| 51 | $CVX | CHEVRON CORP | Energy | $148.1M | 0.3% | 893K | +2% | |||
| 52 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $147.6M | 0.3% | 419K | +10% | |||
| 53 | $ECL | ECOLAB INC. | Materials | $140.1M | 0.3% | 503K | -19% | |||
| 54 | $MNST | Monster Beverage Corp | Consumer Staples | $139.7M | 0.3% | 1.45M | +1% | |||
| 55 | $NFLX | NETFLIX INC | Communication Services | $137.4M | 0.3% | 1.92M | +4% | |||
| 56 | $NEM | NEWMONT Corp /DE/ | Materials | $135.6M | 0.3% | 1.45M | -0.2% | |||
| 57 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $132.7M | 0.3% | 761K | +12% | |||
| 58 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $131.3M | 0.3% | 1.72M | +0.7% | |||
| 59 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $128.4M | 0.3% | 1.26M | +2% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $127.7M | 0.3% | 507K | -1% | |||
| 61 | $AMGN | AMGEN INC | Healthcare | $126.6M | 0.3% | 350K | +2% | |||
| 62 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $124.7M | 0.3% | 1.16M | +1% | |||
| 63 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $120.9M | 0.3% | 883K | +2% | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $120.6M | 0.3% | 1.48M | +13% | |||
| 65 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $120.6M | 0.3% | 997K | +3% | |||
| 66 | $APD | Air Products & Chemicals, Inc. | Materials | $118.3M | 0.3% | 404K | +4% | |||
| 67 | $COP | CONOCOPHILLIPS | Energy | $116.6M | 0.3% | 1.12M | +27% | |||
| 68 | $PFE | PFIZER INC | Healthcare | $116.3M | 0.3% | 4.83M | -14% | |||
| 69 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $115.3M | 0.3% | 2.02M | +1% | |||
| 70 | $WM | WASTE MANAGEMENT INC | Utilities | $115.1M | 0.3% | 516K | +4% | |||
| 71 | $CEG | Constellation Energy Corp | Utilities | $113.3M | 0.3% | 456K | +28% | |||
| 72 | $FCX | FREEPORT-MCMORAN INC | Materials | $107.9M | 0.3% | 1.72M | +2% | |||
| 73 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $107.7M | 0.3% | 493K | +12% | |||
| 74 | $SRE | SEMPRA | Utilities | $106.3M | 0.3% | 1.15M | -6% | |||
| 75 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $105.8M | 0.3% | 391K | +1% | |||
| 76 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $101.2M | 0.2% | 1.15M | -44% | |||
| 77 | $GS | GOLDMAN SACHS GROUP INC | Financials | $101.1M | 0.2% | 100K | +0.7% | |||
| 78 | $VMC | Vulcan Materials CO | Materials | $100.9M | 0.2% | 342K | +14% | |||
| 79 | $VLO | VALERO ENERGY CORP/TX | Energy | $100.0M | 0.2% | 384K | -36% | |||
| 80 | $SHW | SHERWIN WILLIAMS CO | Materials | $99.8M | 0.2% | 290K | +0.4% | |||
| 81 | $PPL | PPL Corp | Utilities | $99.2M | 0.2% | 2.73M | +2% | |||
| 82 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $98.8M | 0.2% | 340K | -14% | |||
| 83 | $FTNT | Fortinet, Inc. | Technology | $97.6M | 0.2% | 635K | -38% | |||
| 84 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $96.8M | 0.2% | 2.29M | +6% | |||
| 85 | $IBKR | Interactive Brokers Group, Inc. | Financials | $96.8M | 0.2% | 1.11M | +0.5% | |||
| 86 | $SYY | SYSCO CORP | Consumer Discretionary | $96.6M | 0.2% | 1.16M | +2% | |||
| 87 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $96.5M | 0.2% | 902K | +2% | |||
| 88 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $95.8M | 0.2% | 2.82M | +23% | |||
| 89 | $TGT | TARGET CORP | Consumer Staples | $95.1M | 0.2% | 728K | +2% | |||
| 90 | $RTX | RTX Corp | Industrials | $94.3M | 0.2% | 497K | +5% | |||
| 91 | $MAS | MASCO CORP /DE/ | Industrials | $94.3M | 0.2% | 1.16M | +2% | |||
| 92 | $ES | EVERSOURCE ENERGY | Utilities | $94.1M | 0.2% | 1.30M | +2% | |||
| 93 | $EVRG | Evergy, Inc. | Utilities | $93.5M | 0.2% | 1.08M | +1% | |||
| 94 | $KMI | KINDER MORGAN, INC. | Energy | $92.1M | 0.2% | 2.88M | +1% | |||
| 95 | $ABT | ABBOTT LABORATORIES | Healthcare | $84.8M | 0.2% | 935K | -1% | |||
| 96 | $CCZ | COMCAST CORP | Communication Services | $84.4M | 0.2% | 3.44M | +6% | |||
| 97 | — | ISHARES TR - ESG AWR MSCI USA | — | $83.5M | 0.2% | 510K | +1% | |||
| 98 | $BA | BOEING CO | Industrials | $83.4M | 0.2% | 385K | +8% | |||
| 99 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $83.2M | 0.2% | 364K | +6% | |||
| 100 | $PEP | PEPSICO INC | Consumer Staples | $83.0M | 0.2% | 613K | +8% | |||
| 101 | $ALB | ALBEMARLE CORP | Materials | $82.0M | 0.2% | 607K | +1% | |||
| 102 | $T | AT&T INC. | Communication Services | $81.8M | 0.2% | 3.95M | -7% | |||
| 103 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $80.8M | 0.2% | 413K | +8% | |||
| 104 | $EW | Edwards Lifesciences Corp | Healthcare | $80.4M | 0.2% | 889K | +3% | |||
| 105 | $SNOW | Snowflake Inc. | Technology | $79.2M | 0.2% | 311K | +76% | |||
| 106 | $KKR | KKR & Co. Inc. | Financials | $78.6M | 0.2% | 856K | +138% | |||
| 107 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $77.4M | 0.2% | 1.04M | +3% | |||
| 108 | $TMUS | T-Mobile US, Inc. | Communication Services | $75.4M | 0.2% | 449K | +11% | |||
| 109 | $HOOD | Robinhood Markets, Inc. | Financials | $71.9M | 0.2% | 717K | +86% | |||
| 110 | $WTRG | Essential Utilities, Inc. | Utilities | $71.7M | 0.2% | 1.87M | +3% | |||
| 111 | $BKR | Baker Hughes Co | Energy | $71.4M | 0.2% | 1.29M | -42% | |||
| 112 | $EOG | EOG RESOURCES INC | Energy | $71.4M | 0.2% | 550K | +5% | |||
| 113 | $EMN | EASTMAN CHEMICAL CO | Materials | $69.2M | 0.2% | 1.03M | +4% | |||
| 114 | $DOW | DOW INC. | Materials | $68.7M | 0.2% | 2.51M | +2% | |||
| 115 | $EXC | EXELON CORP | Utilities | $68.6M | 0.2% | 1.47M | New | |||
| 116 | $KHC | Kraft Heinz Co | Consumer Staples | $65.3M | 0.2% | 2.77M | +7% | |||
| 117 | $VRSK | Verisk Analytics, Inc. | Technology | $64.5M | 0.1% | 359K | +19% | |||
| 118 | $SLB | SLB LIMITED/NV | Energy | $63.0M | 0.1% | 1.35M | New | |||
| 119 | $VEEV | VEEVA SYSTEMS INC | Technology | $62.6M | 0.1% | 353K | +30% | |||
| 120 | $KMB | KIMBERLY CLARK CORP | Materials | $62.4M | 0.1% | 568K | +17% | |||
| 121 | $CRM | Salesforce, Inc. | Technology | $61.5M | 0.1% | 393K | +1% | |||
| 122 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $60.9M | 0.1% | 270K | +13% | |||
| 123 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $57.6M | 0.1% | 257K | -51% | |||
| 124 | $HONA | Honeywell Aerospace Inc. | Industrials | $56.8M | 0.1% | 257K | New | |||
| 125 | $PSX | Phillips 66 | Energy | $56.8M | 0.1% | 336K | New | |||
| 126 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $56.7M | 0.1% | 143K | +7474% | |||
| 127 | $DD | DuPont de Nemours, Inc. | Materials | $55.1M | 0.1% | 406K | -66% | |||
| 128 | — | ISHARES TR - USD GRN BOND ETF | — | $55.0M | 0.1% | 1.16M | +5% | |||
| 129 | $DKNG | DraftKings Inc. | Communication Services | $54.6M | 0.1% | 2.16M | +29% | |||
| 130 | $VST | Vistra Corp. | Utilities | $51.2M | 0.1% | 323K | -15% | |||
| 131 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $46.7M | 0.1% | 254K | +6% | |||
| 132 | $NKE | NIKE, Inc. | Consumer Discretionary | $46.6M | 0.1% | 1.13M | +40% | |||
| 133 | $SYK | STRYKER CORP | Healthcare | $44.0M | 0.1% | 140K | -15% | |||
| 134 | $GVA | GRANITE CONSTRUCTION INC | Industrials | $40.4M | 0.1% | 256K | +0.7% | |||
| 135 | — | VANGUARD WORLD FD - ENERGY ETF | — | $37.7M | 0.1% | 251K | -0.6% | |||
| 136 | $GOOGL | Alphabet Inc. | Technology | $29.0M | 0.1% | 81K | -9% | |||
| 137 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $25.5M | 0.1% | 234K | +2% | |||
| 138 | $BCPC | BALCHEM CORP | Healthcare | $22.5M | 0.1% | 133K | +3% | |||
| 139 | $MRK | Merck & Co., Inc. | Healthcare | $21.8M | 0.1% | 170K | +0.7% | |||
| 140 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $21.4M | 0.1% | 54K | +14% | |||
| 141 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $21.1M | 0.1% | 140K | -1% | |||
| 142 | $PANW | Palo Alto Networks Inc | Technology | $20.9M | 0.1% | 61K | +7% | |||
| 143 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $19.4M | 0.1% | 231K | -5% | |||
| 144 | $DE | DEERE & CO | Industrials | $17.9M | 0.0% | 28K | -0.2% | |||
| 145 | $GEV | GE Vernova Inc. | Industrials | $17.8M | 0.0% | 15K | +7% | |||
| 146 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $17.6M | 0.0% | 99K | +2579% | |||
| 147 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $17.2M | 0.0% | 78K | +7% | |||
| 148 | — | ISHARES TR - CORE S&P TTL STK | — | $16.7M | 0.0% | 102K | -10% | |||
| 149 | — | ISHARES TR - CORE S&P500 ETF | — | $16.5M | 0.0% | 22K | +6% | |||
| 150 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $16.3M | 0.0% | 28K | -5% |
What changed in Q2 2026
Against the previous quarter's 13F: 41 new, 247 added to, 189 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (41)
$EXCEXELON CORP$68.6M
first bought this quarter
$HONAHoneywell Aerospace Inc.$56.8M
first bought this quarter
$BSYBENTLEY SYSTEMS INC$1.1M
first bought this quarter
$SNPSSYNOPSYS INC$765K
first bought this quarter
$RFREGIONS FINANCIAL CORP$745K
first bought this quarter
$AXONAXON ENTERPRISE, INC.$654K
first bought this quarter
+35 more in the Excel export
Added to (247)
now $1.9B · held 7+ qtrs, 6 adds in a row
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+8%
now $1.5B
- SCHWAB STRATEGIC TR - US TIPS ETF+7%
now $1.5B
- ISHARES TR - USD INV GRDE ETF+8%
now $1.1B
- VANGUARD SCOTTSDALE FDS - LONG TERM TREAS+9%
now $933.6M
$DASHDoorDash, Inc.+75%
now $163.6M · held 7+ qtrs
+241 more in the Excel export
Trimmed (189)
- ISHARES TR - RUSSELL 2000 ETF-8%
now $2.4B
$DDDuPont de Nemours, Inc.-66%
now $55.1M · held 7+ qtrs
- SCHWAB STRATEGIC TR - INTL EQTY ETF-2%
now $5.1B
- SPDR SERIES TRUST - ST STR P500ETF-44%
now $101.2M
$MTCHMatch Group, Inc.-87%
now $11.4M · held 7+ qtrs
$DDOMINION ENERGY, INC-99%
now $561K
+183 more in the Excel export
Holdings by quarter
Every 13F Empower Advisory Group, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Empower Advisory Group's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Empower Advisory Group, LLC disclosed 532 positions worth $41.9B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 41 new positions and exited 20 — including a new stake in $EXC and a full exit from $MASI. The portfolio is most concentrated in Other (54.8% of disclosed assets). All figures are sourced directly from Empower Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1978885.
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AI-Powered Hedge Fund Analysis: Empower Advisory Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Empower Advisory Group, LLC (SEC CIK: 1978885), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Empower Advisory Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.