Filed: 8/8/2025ACC: 0001420506-25-001789
📋 What this filing means
EMPOWER ADVISORY GROUP, LLC filed this quarterly 13F‑HR report disclosing 497 equity positions with a total reported market value of $33.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
497
Positions
$33.39B
Total AUM (reported)
622.36M
Total Shares
Allocation by class
COM$10.30B30.9%
INTL EQTY ETF$4.07B12.2%
RUSSELL 2000 ETF$1.86B5.6%
FTSE EMR MKT ETF$1.71B5.1%
SHORT TRM BOND$1.42B4.3%
REAL ESTATE ETF$1.29B3.9%
INTER TERM TREAS$1.14B3.4%
Portfolio Concentration
Top 3$7.63B22.9%
4–10$7.39B22.1%
11–25$6.87B20.6%
Rest$11.50B34.4%
Top 3 weight
22.9%
Top 10 weight
45.0%
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)
Sole497
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings497
Rows:
SCHWAB STRATEGIC TR
SOLEShares184M
TypeSH
Market value$4.07B
12.18%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.62M
TypeSH
Market value$1.86B
5.57%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares34.54M
TypeSH
Market value$1.71B
5.12%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares18.10M
TypeSH
Market value$1.42B
4.27%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.44M
TypeSH
Market value$1.29B
3.85%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares19.08M
TypeSH
Market value$1.14B
3.42%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares42.68M
TypeSH
Market value$1.14B
3.41%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.52M
TypeSH
Market value$849.67M
2.54%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares33.44M
TypeSH
Market value$846.11M
2.53%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares12.49M
TypeSH
Market value$700.68M
2.10%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares4.90M
TypeSH
Market value$658.92M
1.97%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares13.65M
TypeSH
Market value$629.89M
1.89%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares24.15M
TypeSH
Market value$516.78M
1.55%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.65M
TypeSH
Market value$504.01M
1.51%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.60M
TypeSH
Market value$486.05M
1.46%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares937.07K
TypeSH
Market value$466.11M
1.40%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.92M
TypeSH
Market value$461.24M
1.38%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.14M
TypeSH
Market value$440.09M
1.32%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.91M
TypeSH
Market value$418.89M
1.25%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.69M
TypeSH
Market value$417.92M
1.25%
Sole
0.00
Shared
0.00
None
0.00
INVESCO ACTVELY MNGD ETC FD
SOLEShares31.47M
TypeSH
Market value$410.32M
1.23%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.18M
TypeSH
Market value$386.54M
1.16%
Sole
0.00
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares6.03M
TypeSH
Market value$376.01M
1.13%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares7.34M
TypeSH
Market value$363.60M
1.09%
Sole
0.00
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares5.13M
TypeSH
Market value$336.02M
1.01%
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 | 184M | SH | $4.07B 12.18% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 8.62M | SH | $1.86B 5.57% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 34.54M | SH | $1.71B 5.12% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 18.10M | SH | $1.42B 4.27% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 14.44M | SH | $1.29B 3.85% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 19.08M | SH | $1.14B 3.42% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 42.68M | SH | $1.14B 3.41% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 16.52M | SH | $849.67M 2.54% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 33.44M | SH | $846.11M 2.53% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 12.49M | SH | $700.68M 2.10% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 4.90M | SH | $658.92M 1.97% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 13.65M | SH | $629.89M 1.89% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG EMERGI | 24.15M | SH | $516.78M 1.55% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 5.65M | SH | $504.01M 1.51% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.60M | SH | $486.05M 1.46% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 937.07K | SH | $466.11M 1.40% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.92M | SH | $461.24M 1.38% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.14M | SH | $440.09M 1.32% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.91M | SH | $418.89M 1.25% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 9.69M | SH | $417.92M 1.25% | 0.00 | 0.00 | 0.00 |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 31.47M | SH | $410.32M 1.23% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.18M | SH | $386.54M 1.16% | 0.00 | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 6.03M | SH | $376.01M 1.13% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 7.34M | SH | $363.60M 1.09% | 0.00 | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 5.13M | SH | $336.02M 1.01% | 0.00 | 0.00 | 0.00 |
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