Empower Advisory Group portfolio
Wealth adviserPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Empower Advisory Group reported a $41.9 bn portfolio of 531 companies (532 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are SCHF, IWM, VWO.
Sections with a free account
What changed this quarter
424 positions with a change (38 new, 209 added to, 160 trimmed, 17 sold); also, 1 entered through an IPO, 1 exited through an acquisition or merger, 1 entered through a spin-off.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Schwab International Equity ETFSCHF12.1%
- iShares Russell 2000 ETFIWM5.7%
- Vanguard International Equity Index FVWO5.1%
- Vanguard Short-term Bond ETFBSV4.5%
- Vanguard Real Estate ETFVNQ4.0%
- Vanguard Intermediate-term T ETFVGIT3.6%
- Schwab U.s. Tips ETFSCHP3.6%
- Schwab US Small-cap ETFSCHA3.2%
- iShares Broad USD Investment ETFUSIG2.7%
- Vanguard Long-term Treasury ETFVGLT2.2%
- Vanguard International Equity Index FVSS1.9%
- Vanguard International Equity Index FVNQI1.7%
- State Street SPDR Bloomberg ETFEBND1.5%
- AppleAAPL1.4%
- NVIDIANVDA1.4%
Portfolio by sector
- ● No sector 64%
- ● Information Technology 5%
- ● Consumer Staples 4%
- ● Communication Services 4%
- ● Consumer Discretionary 4%
- ● Health Care 4%
- ● Utilities 4%
- ● Materials 4%
- ● Financials 3%
- ● Industrials 3%
- ● Energy 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Coatue ManagementInvestment firm · $48.6 bn
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- D1 Capital PartnersInvestment firm · $34.8 bn
- TCI Fund ManagementInvestment firm · $52.8 bn
- Eagle Capital ManagementInvestment firm · $32.7 bn
- GQG PartnersInvestment firm · $53.8 bn