Empowered Funds, LLC
CIK 1592828 · Holdings on Jun 30, 2025 · First reported Aug 11, 2025
Top ten holdings
Q2 2025- NVDA2.20%
- MSFT2.04%
- AAPL1.53%
- VEA1.28%
- EXMOC1.27%
- AVUV1.16%
- IDEV1.13%
- AMZN1.09%
- CVX1.04%
- AVGO1.02%
Share classes counted separately13.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +0.91 pp1.13% → 2.04%Shares +149.56K (+70.42%)
- NVDAWeight increased · +0.74 pp1.46% → 2.20%Shares +283.28K (+29.86%)
- CVXWeight decreased · -0.44 pp1.48% → 1.04%Shares +20.56K (+3.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $194.62M | 2.20% | 1.23M shares | 1.46% → 2.20%+0.74 pp +283.28K (+29.86%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $180.03M | 2.04% | 361.93K shares | 1.13% → 2.04%+0.91 pp +149.56K (+70.42%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $134.95M | 1.53% | 657.75K shares | 1.51% → 1.53%+0.02 pp +181.07K (+37.98%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $113.08M | 1.28% | 1.98M shares | 1.42% → 1.28%-0.14 pp +27.32K (+1.40%) | Added | ↗▾ |
| 05 | EXMOCEXXON MOBIL CORP View history and evidence | $111.96M | 1.27% | 1.04M shares | 1.67% → 1.27%-0.40 pp +50.59K (+5.12%) | Added | ↗▾ |
| 06 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $102.86M | 1.16% | 1.13M shares | 1.26% → 1.16%-0.10 pp +117.41K (+11.61%) | Added | ↗▾ |
| 07 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $99.87M | 1.13% | 1.31M shares | 1.41% → 1.13%-0.28 pp -122.31K (-8.52%) | Reduced | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $96.18M | 1.09% | 438.38K shares | 0.74% → 1.09%+0.35 pp +164.60K (+60.12%) | Added | ↗▾ |
| 09 | CVXCHEVRON CORP View history and evidence | $91.71M | 1.04% | 640.46K shares | 1.48% → 1.04%-0.44 pp +20.56K (+3.32%) | Added | ↗▾ |
| 10 | AVGOBROADCOM INC View history and evidence | $89.84M | 1.02% | 325.92K shares | 0.63% → 1.02%+0.39 pp +61.23K (+23.13%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 129
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTIP VANGUARD SHORT-TERM TIPS | Non-derivative | -628,930 | -$31.32M | SEC filing ↗ | SEC filing ↗ |
| LTPZ PIMCO 15+ YR US TIPS INDX | Non-derivative | -285,894 | -$15.67M | SEC filing ↗ | SEC filing ↗ |
| ECHO ECHOSTAR CORP-A | Non-derivative | -389,311 | -$9.96M | SEC filing ↗ | SEC filing ↗ |
3 / 129 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1592828 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 8834685163
}Research all 1,746 reported holdings.
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