Institutional investor · Portfolio as of Q1 2026
Empower Advisory Group, LLC manages $38.5B across 510 positions as of Q1 2026. Top holdings: SCHF (11.9%), IWM (5.5%), VWO (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 53 new positions, 44 exits, 198 increased. Top move: SCHF (INCREASED, conviction 64). Portfolio: $38.5B across 510 positions.
Top holdings by portfolio weight
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector