Empower Advisory Group, LLC
CIK 1978885 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- SCHF11.74%
- IWM5.63%
- VWO4.95%
- BSV4.46%
- VNQ3.86%
- SCHP3.55%
- VGIT3.54%
- USIG2.64%
- SCHA2.62%
- VGLT2.17%
Share classes counted separately45.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VWOWeight decreased · -0.30 pp5.25% → 4.95%Shares -881.98K (-2.52%)
- SCHFWeight decreased · -0.29 pp12.03% → 11.74%Shares -5.68M (-3.04%)
- ESGDWeight increased · +0.24 pp1.45% → 1.69%Shares +947.53K (+16.88%)
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 | $4.35B | 11.74% | 180.78M shares | 12.03% → 11.74%-0.29 pp -5.68M (-3.04%) | Reduced | ↗▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.09B | 5.63% | 8.47M shares | 5.78% → 5.63%-0.15 pp -146.40K (-1.70%) | Reduced | ↗▾ |
| 03 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.83B | 4.95% | 34.07M shares | 5.25% → 4.95%-0.30 pp -881.98K (-2.52%) | Reduced | ↗▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $1.65B | 4.46% | 20.97M shares | 4.27% → 4.46%+0.19 pp +1.44M (+7.38%) | Added | ↗▾ |
| 05 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $1.43B | 3.86% | 16.15M shares | 3.81% → 3.86%+0.05 pp +1.13M (+7.56%) | Added | ↗▾ |
| 06 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $1.32B | 3.55% | 49.67M shares | 3.41% → 3.55%+0.14 pp +4.06M (+8.91%) | Added | ↗▾ |
| 07 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $1.31B | 3.54% | 21.89M shares | 3.40% → 3.54%+0.14 pp +1.46M (+7.17%) | Added | ↗▾ |
| 08 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $979.34M | 2.64% | 18.92M shares | 2.54% → 2.64%+0.10 pp +1.37M (+7.79%) | Added | ↗▾ |
| 09 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $969.01M | 2.62% | 34.02M shares | 2.65% → 2.62%-0.03 pp -180.16K (-0.53%) | Reduced | ↗▾ |
| 10 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $804.18M | 2.17% | 14.41M shares | 2.11% → 2.17%+0.06 pp +1.02M (+7.60%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 61
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ADSK AUTODESK INC | Non-derivative | -8,313 | -$2.64M | SEC filing ↗ | SEC filing ↗ |
| BILL BILL HOLDINGS INC | Non-derivative | -23,396 | -$1.24M | SEC filing ↗ | SEC filing ↗ |
| CACI CACI INTERNATIONAL INC -CL A | Non-derivative | -1,964 | -$979.60K | SEC filing ↗ | SEC filing ↗ |
3 / 61 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 37032935185
}Research all 501 reported holdings.
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