Empowered Funds, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$12.6B

Holdings

2,190

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,190 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
1,820,734$333.0M2.65%
2
AAPLAPPLE INC
1,018,214$269.0M2.14%
3
MSFTMICROSOFT CORP
558,264$260.0M2.07%
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
548,412$164.0M1.31%
5
AMZNAMAZON COM INC
722,677$160.0M1.27%
6
GOOGLALPHABET INC
528,324$159.0M1.27%
7
AVGOBROADCOM INC
424,307$141.0M1.12%
8
XOMEXXON MOBIL CORP
1,067,333$122.0M0.97%
9
CVXCHEVRON CORP NEW
742,116$107.0M0.85%
10
VEAVANGUARD TAX-MANAGED FDS
1,696,382$104.0M0.83%
11
AVUVAMERICAN CENTY ETF TR
1,027,165$104.0M0.83%
12
IDEVISHARES TR
1,261,390$104.0M0.83%
13
METAMETA PLATFORMS INC
163,098$102.0M0.81%
14
GOOGALPHABET INC
342,613$101.0M0.80%
15
JPMJPMORGAN CHASE & CO.
252,227$75.0M0.60%
16
TSLATESLA INC
157,373$65.0M0.52%
17
MRKMERCK & CO INC
672,146$64.0M0.51%
18
LRCXLAM RESEARCH CORP
393,901$63.0M0.50%
19
LLYELI LILLY & CO
64,753$63.0M0.50%
20
VWOVANGUARD INTL EQUITY INDEX F
1,181,518$61.0M0.49%
21
MUMICRON TECHNOLOGY INC
220,123$58.0M0.46%
22
JNJJOHNSON & JOHNSON
306,916$56.0M0.45%
23
CAOSEA SERIES TRUST
597,146$53.0M0.42%
24
AVDVAMERICAN CENTY ETF TR
573,468$53.0M0.42%
25
STIPISHARES TR
516,640$52.0M0.41%
26
AVREAMERICAN CENTY ETF TR
1,149,737$50.0M0.40%
27
NEMNEWMONT CORP
543,861$49.0M0.39%
28
VVISA INC
155,360$49.0M0.39%
29
WDCWESTERN DIGITAL CORP
304,217$49.0M0.39%
30
APPAPPLOVIN CORP
77,090$48.0M0.38%
31
PGPROCTER AND GAMBLE CO
369,975$48.0M0.38%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
103,957$47.0M0.37%
33
PLTRPALANTIR TECHNOLOGIES INC
289,085$47.0M0.37%
34
THCTENET HEALTHCARE CORP
233,204$43.0M0.34%
35
EXPEEXPEDIA GROUP INC
158,483$42.0M0.33%
36
CSCOCISCO SYS INC
617,546$42.0M0.33%
37
MAMASTERCARD INCORPORATED
84,101$41.0M0.33%
38
AVESAMERICAN CENTY ETF TR
694,140$40.0M0.32%
39
TPRTAPESTRY INC
333,344$38.0M0.30%
40
NDQINVESCO QQQ TR
65,128$38.0M0.30%
41
QCOMQUALCOMM INC
248,437$37.0M0.29%
42
HDHOME DEPOT INC
122,448$37.0M0.29%
43
BACVERIZON COMMUNICATIONS INC
1,051,891$36.0M0.29%
44
AMDADVANCED MICRO DEVICES INC
190,213$36.0M0.29%
45
ANETARISTA NETWORKS INC
299,567$36.0M0.29%
46
PHPARKER-HANNIFIN CORP
44,967$36.0M0.29%
47
SCHRSCHWAB STRATEGIC TR
1,422,490$35.0M0.28%
48
WMTWALMART INC
356,879$34.0M0.27%
49
IOOISHARES TR
270,400$34.0M0.27%
50
AMGNAMGEN INC
119,284$34.0M0.27%
51
CFCF INDS HLDGS INC
497,367$34.0M0.27%
52
IBMINTERNATIONAL BUSINESS MACHS
126,831$34.0M0.27%
53
CCLCARNIVAL CORP
1,185,520$33.0M0.26%
54
CITHE CIGNA GROUP
130,858$33.0M0.26%
55
RTXRTX CORPORATION
208,600$33.0M0.26%
56
CRMSALESFORCE INC
135,533$33.0M0.26%
57
BOXXEA SERIES TRUST
291,818$32.0M0.25%
58
DWDMORGAN STANLEY
205,530$32.0M0.25%
59
HALOHALOZYME THERAPEUTICS INC
510,949$31.0M0.25%
60
SPYSPDR S&P 500 ETF TR
47,476$31.0M0.25%
61
NFLXNETFLIX INC
384,279$31.0M0.25%
62
MOALTRIA GROUP INC
605,280$31.0M0.25%
63
BKNGBOOKING HOLDINGS INC
6,570$30.0M0.24%
64
COSTCOSTCO WHSL CORP NEW
39,490$30.0M0.24%
65
ACNACCENTURE PLC IRELAND
125,033$29.0M0.23%
66
WFCWELLS FARGO CO NEW
368,746$29.0M0.23%
67
GEGE AEROSPACE
103,538$29.0M0.23%
68
ELVELEVANCE HEALTH INC FORMERLY
92,122$29.0M0.23%
69
EOGEOG RES INC
312,809$29.0M0.23%
70
JBLJABIL INC
142,129$29.0M0.23%
71
VLOVALERO ENERGY CORP
186,675$28.0M0.22%
72
MPCMARATHON PETE CORP
195,802$28.0M0.22%
73
COPCONOCOPHILLIPS
343,956$28.0M0.22%
74
KLACKLA CORP
24,833$28.0M0.22%
75
FIXCOMFORT SYS USA INC
33,706$28.0M0.22%
76
ORCLORACLE CORP
171,050$28.0M0.22%
77
IDIINTERDIGITAL INC
87,516$27.0M0.21%
78
MCKMCKESSON CORP
38,753$27.0M0.21%
79
OEFISHARES TR
77,614$26.0M0.21%
80
SNASNAP ON INC
85,044$26.0M0.21%
81
CTRACOTERRA ENERGY INC
1,087,265$26.0M0.21%
82
LMTLOCKHEED MARTIN CORP
65,255$26.0M0.21%
83
MLIMUELLER INDS INC
258,497$26.0M0.21%
84
NRANRG ENERGY INC
183,178$26.0M0.21%
85
AMATAPPLIED MATLS INC
113,297$25.0M0.20%
86
SGOVISHARES TR
258,644$25.0M0.20%
87
ABBVABBVIE INC
142,198$25.0M0.20%
88
PHMPULTE GROUP INC
246,004$25.0M0.20%
89
EDGGOLD FIELDS LTD
587,912$25.0M0.20%
90
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
362,751$25.0M0.20%
91
BMYBRISTOL-MYERS SQUIBB CO
555,393$24.0M0.19%
92
UNHUNITEDHEALTH GROUP INC
84,231$24.0M0.19%
93
ALSALLSTATE CORP
134,194$24.0M0.19%
94
FCXFREEPORT-MCMORAN INC
561,610$24.0M0.19%
95
PFEPFIZER INC
1,072,758$24.0M0.19%
96
CATCATERPILLAR INC
48,702$24.0M0.19%
97
MCDMCDONALDS CORP
89,717$23.0M0.18%
98
UHSUNIVERSAL HLTH SVCS INC
120,149$23.0M0.18%
99
SYFSYNCHRONY FINANCIAL
300,848$23.0M0.18%
100
HUMHUMANA INC
102,622$23.0M0.18%
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