account_balance

Investment manager · 13F filer · SEC CIK 1978885

Empower Advisory Group, LLC

Reported value$41.9Bas of Jun 30, 2026
Positions532 45 new, 23 sold out
Top 10 weight46.7%SCHF alone is 12%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHF Schwab Strategic Tr 12.1% Held
IWM iShares Tr 5.7% Trimmed −8%
VWO Vanguard Intl Equity Index F 5.1% Held
BSV Vanguard Bd Index FDS 4.5% Added +8%
VNQ Vanguard Index FDS 4.0% Added +4%
VGIT Vanguard Scottsdale FDS 3.6% Added +8%
SCHP Schwab Strategic Tr 3.6% Added +7%
SCHA Schwab Strategic Tr 3.2% Added +2%
USIG iShares Tr 2.7% Added +8%
VGLT Vanguard Scottsdale FDS 2.2% Added +9%
VSS Vanguard Intl Equity Index F 1.9% Held
VNQI Vanguard Intl Equity Index F 1.7% Added +6%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • HONZZZZ $119M
  • Dupont de Nemours Inc $54.8M
  • Masimo Corp $2.51M
  • BILL $828K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast