Filed: 5/14/2026ACC: 0001420506-26-000999
📋 What this filing means
EMPOWER ADVISORY GROUP, LLC filed this quarterly 13F‑HR report disclosing 510 equity positions with a total reported market value of $38.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
510
Positions
$38.52B
Total AUM (reported)
670.81M
Total Shares
Allocation by class
COM$11.44B29.7%
INTL EQTY ETF$4.60B11.9%
RUSSELL 2000 ETF$2.13B5.5%
FTSE EMR MKT ETF$1.92B5.0%
SHORT TRM BOND$1.77B4.6%
REAL ESTATE ETF$1.50B3.9%
US TIPS ETF$1.41B3.7%
Portfolio Concentration
Top 3$8.65B22.4%
4–10$9.06B23.5%
11–25$7.75B20.1%
Rest$13.06B33.9%
Top 3 weight
22.4%
Top 10 weight
46.0%
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)
Sole510
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings510
Rows:
SCHWAB STRATEGIC TR
SOLEShares185.70M
TypeSH
Market value$4.60B
11.93%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.59M
TypeSH
Market value$2.13B
5.53%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares35.53M
TypeSH
Market value$1.92B
4.99%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares22.55M
TypeSH
Market value$1.77B
4.59%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.88M
TypeSH
Market value$1.50B
3.89%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares53.13M
TypeSH
Market value$1.41B
3.67%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares23.60M
TypeSH
Market value$1.41B
3.65%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares36.90M
TypeSH
Market value$1.07B
2.79%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.35M
TypeSH
Market value$1.04B
2.71%
Sole
0.00
Shared
0.00
None
0.00
ANGUARD SCOTTSDALE FDS
SOLEShares15.54M
TypeSH
Market value$860.45M
2.23%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares5M
TypeSH
Market value$728.75M
1.89%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares14.57M
TypeSH
Market value$647.75M
1.68%
Sole
0.00
Shared
0.00
None
0.00
INVESCO ACTVELY MNGD ETC FD
SOLEShares34.50M
TypeSH
Market value$597.57M
1.55%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares27.65M
TypeSH
Market value$570.68M
1.48%
Sole
0.00
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares5.95M
TypeSH
Market value$551.60M
1.43%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.10M
TypeSH
Market value$533.72M
1.39%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.47M
TypeSH
Market value$523.43M
1.36%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.09M
TypeSH
Market value$511.72M
1.33%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.89M
TypeSH
Market value$503.79M
1.31%
Sole
0.00
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares5.40M
TypeSH
Market value$476.43M
1.24%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.13M
TypeSH
Market value$443.36M
1.15%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares8.77M
TypeSH
Market value$421.36M
1.09%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.30M
TypeSH
Market value$417.47M
1.08%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.12M
TypeSH
Market value$414.89M
1.08%
Sole
0.00
Shared
0.00
None
0.00
LPHABET INC
SOLEShares1.43M
TypeSH
Market value$409.68M
1.06%
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 | 185.70M | SH | $4.60B 11.93% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 8.59M | SH | $2.13B 5.53% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 35.53M | SH | $1.92B 4.99% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 22.55M | SH | $1.77B 4.59% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 16.88M | SH | $1.50B 3.89% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 53.13M | SH | $1.41B 3.67% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 23.60M | SH | $1.41B 3.65% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 36.90M | SH | $1.07B 2.79% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 20.35M | SH | $1.04B 2.71% | 0.00 | 0.00 | 0.00 |
ANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 15.54M | SH | $860.45M 2.23% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 5M | SH | $728.75M 1.89% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 14.57M | SH | $647.75M 1.68% | 0.00 | 0.00 | 0.00 |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 34.50M | SH | $597.57M 1.55% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG EMERGI | 27.65M | SH | $570.68M 1.48% | 0.00 | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 5.95M | SH | $551.60M 1.43% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.10M | SH | $533.72M 1.39% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 5.47M | SH | $523.43M 1.36% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 12.09M | SH | $511.72M 1.33% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.89M | SH | $503.79M 1.31% | 0.00 | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 5.40M | SH | $476.43M 1.24% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.13M | SH | $443.36M 1.15% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 8.77M | SH | $421.36M 1.09% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.30M | SH | $417.47M 1.08% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.12M | SH | $414.89M 1.08% | 0.00 | 0.00 | 0.00 |
LPHABET INCSOLE | CAP STK CL C | 1.43M | SH | $409.68M 1.06% | 0.00 | 0.00 | 0.00 |
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