Empower Advisory Group, LLC
CIK: 0001978885SEC EDGAR →
Portfolio Value
$36.8M
Holdings
501
As of
Q4 2025
New Positions
52
Closed Positions
21
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 180,778,097 | $4.3M | 11.81% |
| 2 | ISHARES TR | 8,470,296 | $2.1M | 5.67% |
| 3 | VANGUARD INTL EQUITY INDEX F | 34,070,052 | $1.8M | 4.98% |
| 4 | VANGUARD BD INDEX FDS | 20,972,198 | $1.7M | 4.49% |
| 5 | VANGUARD INDEX FDS | 16,150,941 | $1.4M | 3.88% |
| 6 | SCHWAB STRATEGIC TR | 49,666,971 | $1.3M | 3.57% |
| 7 | VANGUARD SCOTTSDALE FDS | 21,891,841 | $1.3M | 3.56% |
| 8 | ISHARES TR | 18,917,043 | $979K | 2.66% |
| 9 | SCHWAB STRATEGIC TR | 34,024,368 | $969K | 2.63% |
| 10 | VANGUARD SCOTTSDALE FDS | 14,411,863 | $804K | 2.18% |
Quarterly Changes
Top Buys
New Positions (34)
$1K · 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)
$3K · 8K shares
$1K · 23K shares
$979 · 2K shares
$948 · 18K shares
$930 · 57K shares
$626 · 15K shares
$442 · 7K shares
$402 · 12K shares
$390 · 3K shares
$378 · 6K shares
$365 · 3K shares
$364 · 3K shares
$351 · 4K shares
$342 · 10K shares
$341 · 11K shares
$337 · 4K shares
$331 · 4K shares
$324 · 6K shares
$323 · 6K shares
$322 · 6K shares
$301 · 4K shares
$301 · 14K shares
$298 · 5K shares
$297 · 4K shares
$293 · 23K shares
$275 · 4K shares
$264 · 2K shares
$263 · 5K shares
$261 · 3K shares
$259 · 11K shares
$258 · 6K shares
$251 · 11K shares
$250 · 1K shares
$249 · 3K shares
$248 · 3K shares
$246 · 5K shares
$243 · 1K shares
$242 · 5K shares
$239 · 3K shares
$238 · 4K shares
$235 · 5K shares
$235 · 2K shares
$235 · 2K shares
$235 · 5K shares
$232 · 189 shares
$229 · 3K shares
$227 · 2K shares
$226 · 1K shares
$224 · 430 shares
$219 · 4K shares
$218 · 3K shares
$213 · 2K shares
$211 · 2K shares
$210 · 1K shares
$210 · 1K shares
$207 · 2K shares
$206 · 3K shares
$200 · 2K shares
$191 · 10K shares
$81 · 14K shares
$45 · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 225 | $23.5M | 64.0% |
| Technology | 64 | $2.5M | 6.9% |
| Communication Services | 15 | $1.7M | 4.6% |
| Utilities | 21 | $1.3M | 3.5% |
| Basic Materials | 18 | $1.3M | 3.5% |
| Healthcare | 29 | $1.3M | 3.4% |
| Consumer Defensive | 16 | $1.3M | 3.4% |
| Consumer Cyclical | 23 | $1.2M | 3.3% |
| Industrials | 44 | $1.1M | 3.0% |
| Unknown | 25 | $843K | 2.3% |
| Energy | 18 | $774K | 2.1% |
| Real Estate | 3 | $0 | 0.0% |