Filed: 5/9/2025ACC: 0001420506-25-000954
📋 What this filing means
EMPOWER ADVISORY GROUP, LLC filed this quarterly 13F‑HR report disclosing 495 equity positions with a total reported market value of $30.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
495
Positions
$30.64B
Total AUM (reported)
607.39M
Total Shares
Allocation by class
COM$9.38B30.6%
INTL EQTY ETF$3.66B11.9%
RUSSELL 2000 ETF$1.62B5.3%
FTSE EMR MKT ETF$1.54B5.0%
SHORT TRM BOND$1.35B4.4%
REAL ESTATE ETF$1.25B4.1%
US TIPS ETF$1.09B3.6%
Portfolio Concentration
Top 3$6.82B22.3%
4–10$7.05B23.0%
11–25$6.29B20.5%
Rest$10.48B34.2%
Top 3 weight
22.3%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole495
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings495
Rows:
SCHWAB STRATEGIC TR
SOLEShares184.79M
TypeSH
Market value$3.66B
11.93%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.14M
TypeSH
Market value$1.62B
5.30%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares34.08M
TypeSH
Market value$1.54B
5.04%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares17.30M
TypeSH
Market value$1.35B
4.42%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.86M
TypeSH
Market value$1.25B
4.10%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares40.67M
TypeSH
Market value$1.09B
3.57%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares18.25M
TypeSH
Market value$1.08B
3.54%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.70M
TypeSH
Market value$801.75M
2.62%
Sole
0.00
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares13.30M
TypeSH
Market value$783.91M
2.56%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares16.74M
TypeSH
Market value$677.21M
2.21%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares11.65M
TypeSH
Market value$671.25M
2.19%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares26.39M
TypeSH
Market value$618.39M
2.02%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares4.85M
TypeSH
Market value$561.11M
1.83%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.86M
TypeSH
Market value$478.56M
1.56%
Sole
0.00
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares23.27M
TypeSH
Market value$467.07M
1.52%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.96M
TypeSH
Market value$436.31M
1.42%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.55M
TypeSH
Market value$426.95M
1.39%
Sole
0.00
Shared
0.00
None
0.00
INVESCO ACTVELY MNGD ETC FD
SOLEShares29.70M
TypeSH
Market value$404.75M
1.32%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.14M
TypeSH
Market value$388.52M
1.27%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares7.05M
TypeSH
Market value$344.08M
1.12%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares897.14K
TypeSH
Market value$336.78M
1.10%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.07M
TypeSH
Market value$323.83M
1.06%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.57M
TypeSH
Market value$298.77M
0.98%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.46M
TypeSH
Market value$266.45M
0.87%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares493.80K
TypeSH
Market value$262.99M
0.86%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 184.79M | SH | $3.66B 11.93% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 8.14M | SH | $1.62B 5.30% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 34.08M | SH | $1.54B 5.04% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 17.30M | SH | $1.35B 4.42% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 13.86M | SH | $1.25B 4.10% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 40.67M | SH | $1.09B 3.57% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 18.25M | SH | $1.08B 3.54% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 15.70M | SH | $801.75M 2.62% | 0.00 | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 13.30M | SH | $783.91M 2.56% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 16.74M | SH | $677.21M 2.21% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 11.65M | SH | $671.25M 2.19% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 26.39M | SH | $618.39M 2.02% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 4.85M | SH | $561.11M 1.83% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 5.86M | SH | $478.56M 1.56% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG EMERGI | 23.27M | SH | $467.07M 1.52% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.96M | SH | $436.31M 1.42% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.55M | SH | $426.95M 1.39% | 0.00 | 0.00 | 0.00 |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 29.70M | SH | $404.75M 1.32% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 9.14M | SH | $388.52M 1.27% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 7.05M | SH | $344.08M 1.12% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 897.14K | SH | $336.78M 1.10% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.07M | SH | $323.83M 1.06% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.57M | SH | $298.77M 0.98% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.46M | SH | $266.45M 0.87% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 493.80K | SH | $262.99M 0.86% | 0.00 | 0.00 | 0.00 |
Page 1 of 20
…