Empower Advisory Group, LLC
CIK 1978885 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- SCHF12.06%
- IWM5.68%
- VWO5.09%
- BSV4.52%
- VNQ4.05%
- VGIT3.60%
- SCHP3.58%
- SCHA3.25%
- USIG2.68%
- VGLT2.23%
Share classes counted separately46.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHAWeight increased · +0.46 pp2.79% → 3.25%Shares +794.00K (+2.15%)
- PDBCWeight decreased · -0.31 pp1.55% → 1.24%Shares -1.76M (-5.09%)
- IAUWeight decreased · -0.30 pp1.24% → 0.94%Shares -166.41K (-3.08%)
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 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $5.06B | 12.06% | 182.56M shares | 11.93% → 12.06%+0.13 pp -3.13M (-1.69%) | Reduced | ▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.38B | 5.68% | 7.93M shares | 5.53% → 5.68%+0.15 pp -662.02K (-7.71%) | Reduced | ▾ |
| 03 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $2.13B | 5.09% | 35.77M shares | 4.99% → 5.09%+0.10 pp +233.07K (+0.66%) | Added | ▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $1.89B | 4.52% | 24.30M shares | 4.59% → 4.52%-0.07 pp +1.76M (+7.80%) | Added | ▾ |
| 05 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $1.70B | 4.05% | 17.59M shares | 3.89% → 4.05%+0.16 pp +711.16K (+4.21%) | Added | ▾ |
| 06 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $1.51B | 3.60% | 25.56M shares | 3.65% → 3.60%-0.05 pp +1.96M (+8.33%) | Added | ▾ |
| 07 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $1.50B | 3.58% | 56.68M shares | 3.67% → 3.58%-0.09 pp +3.56M (+6.69%) | Added | ▾ |
| 08 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $1.36B | 3.25% | 37.70M shares | 2.79% → 3.25%+0.46 pp +794.00K (+2.15%) | Added | ▾ |
| 09 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $1.13B | 2.68% | 21.94M shares | 2.71% → 2.68%-0.03 pp +1.59M (+7.80%) | Added | ▾ |
| 10 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $933.65M | 2.23% | 16.92M shares | 2.23% → 2.23%+0.00 pp +1.38M (+8.85%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DWDP DUPONT DE NEMOURS INC | Non-derivative | -1,197,483 | -$54.84M | SEC filing ↗ | SEC filing ↗ |
| MASI MASIMO CORP | Non-derivative | -14,105 | -$2.51M | SEC filing ↗ | SEC filing ↗ |
| BILL BILL HOLDINGS INC | Non-derivative | -21,610 | -$827.66K | SEC filing ↗ | SEC filing ↗ |
3 / 21 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 1978885 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 41915229042
}Research all 532 reported holdings.
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