Empower Advisory Group, LLC
CIK 1978885 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- SCHF11.93%
- IWM5.53%
- VWO4.99%
- BSV4.59%
- VNQ3.89%
- SCHP3.67%
- VGIT3.65%
- SCHA2.79%
- USIG2.71%
- VGLT2.23%
Share classes counted separately45.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight decreased · -0.64 pp1.70% → 1.06%Shares -582.10K (-28.96%)
- VTIWeight decreased · -0.42 pp1.50% → 1.08%Shares -355.27K (-21.45%)
- PDBCWeight increased · +0.37 pp1.18% → 1.55%Shares +1.61M (+4.89%)
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 | $4.60B | 11.93% | 185.70M shares | 11.74% → 11.93%+0.19 pp +4.92M (+2.72%) | Added | ↗▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.13B | 5.53% | 8.59M shares | 5.63% → 5.53%-0.10 pp +120.45K (+1.42%) | Added | ↗▾ |
| 03 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.92B | 4.99% | 35.53M shares | 4.95% → 4.99%+0.04 pp +1.46M (+4.30%) | Added | ↗▾ |
| 04 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $1.77B | 4.59% | 22.55M shares | 4.46% → 4.59%+0.13 pp +1.57M (+7.50%) | Added | ↗▾ |
| 05 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $1.50B | 3.89% | 16.88M shares | 3.86% → 3.89%+0.03 pp +728.14K (+4.51%) | Added | ↗▾ |
| 06 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $1.41B | 3.67% | 53.13M shares | 3.55% → 3.67%+0.12 pp +3.46M (+6.97%) | Added | ↗▾ |
| 07 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $1.41B | 3.65% | 23.60M shares | 3.54% → 3.65%+0.11 pp +1.71M (+7.79%) | Added | ↗▾ |
| 08 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $1.07B | 2.79% | 36.90M shares | 2.62% → 2.79%+0.17 pp +2.88M (+8.46%) | Added | ↗▾ |
| 09 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $1.04B | 2.71% | 20.35M shares | 2.64% → 2.71%+0.07 pp +1.43M (+7.57%) | Added | ↗▾ |
| 10 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $860.45M | 2.23% | 15.54M shares | 2.17% → 2.23%+0.06 pp +1.13M (+7.86%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 44
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SGOV ISHARES 0-3 MONTH TREASURY B | Non-derivative | -6,060 | -$608.30K | SEC filing ↗ | SEC filing ↗ |
| TTD TRADE DESK INC/THE -CLASS A | Non-derivative | -14,349 | -$544.69K | SEC filing ↗ | SEC filing ↗ |
| 20717M103 CONFLUENT INC-CLASS A | Non-derivative | -15,769 | -$476.86K | SEC filing ↗ | SEC filing ↗ |
3 / 44 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 38522644623
}Research all 510 reported holdings.
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