Empower Advisory Group, LLC
CIK 1978885 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- SCHF11.54%
- IWM5.82%
- BSV5.14%
- VWO4.85%
- VGIT4.18%
- VNQ3.43%
- SCHP2.80%
- USIG2.45%
- VNQI2.34%
- IAU2.22%
Share classes counted separately44.77%
Portfolio value by quarter
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 | $2.61B | 11.54% | 76.86M shares | — | ↗▾ | |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $1.32B | 5.82% | 7.45M shares | — | ↗▾ | |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $1.16B | 5.14% | 15.45M shares | — | ↗▾ | |
| 04 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.10B | 4.85% | 27.99M shares | — | ↗▾ | |
| 05 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $946.11M | 4.18% | 16.55M shares | — | ↗▾ | |
| 06 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $775.89M | 3.43% | 10.25M shares | — | ↗▾ | |
| 07 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $632.38M | 2.80% | 12.52M shares | — | ↗▾ | |
| 08 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $554.93M | 2.45% | 11.54M shares | — | ↗▾ | |
| 09 | VNQIVANGUARD GLBL EX-US REAL ESTGLB EX US ETF View history and evidence | $528.25M | 2.34% | 13.57M shares | — | ↗▾ | |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $502.36M | 2.22% | 14.36M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 36
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PH PARKER HANNIFIN CORP | Non-derivative | — | — | SEC filing ↗ | |
| CPB THE CAMPBELL'S COMPANY | Non-derivative | — | — | SEC filing ↗ | |
| 902677780 UBS AG LONDON BRANCH | Non-derivative | — | — | SEC filing ↗ |
3 / 36 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 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 22618915820
}Research all 459 reported holdings.
This page includes 30 of 459 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 459 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1978885","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1978885","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.