Empower Advisory Group, LLC holds a focused book of 510 stocks worth $38.5B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Autodesk Inc and trimmed Apple Inc. Their largest long position is Schwab Intl Equity ETF at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1978885/holdings"
Use Arkolith to show Empower Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR INTL EQTY ETF | $4.6B | 185.70M | 11.9% | ▲+2.7% Added · +4.9M sh | |
| 2 | Ishares TR RUSSELL 2000 ETF | $2.1B | 8.59M | 5.5% | ▲+1.4% Added · +120K sh | |
| 3 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.9B | 35.53M | 5.0% | ▲+4.3% Added · +1.5M sh | |
| 4 | Vanguard BD Index FDS SHORT TRM BOND | $1.8B | 22.55M | 4.6% | ▲+7.5% Added · +1.6M sh | |
| 5 | Vanguard Index FDS REAL ESTATE ETF | $1.5B | 16.88M | 3.9% | ▲+4.5% Added · +728K sh | |
| 6 | Schwab Strategic TR US TIPS ETF | $1.4B | 53.13M | 3.7% | ▲+7.0% Added · +3.5M sh | |
| 7 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.4B | 23.60M | 3.6% | ▲+7.8% Added · +1.7M sh | |
| 8 | Schwab Strategic TR US SML CAP ETF | $1.1B | 36.90M | 2.8% | ▲+8.5% Added · +2.9M sh | |
| 9 | Ishares TR USD INV GRDE ETF | $1.0B | 20.35M | 2.7% | ▲+7.6% Added · +1.4M sh | |
| 10 | Anguard Scottsdale FDS LONG TERM TREAS | $860.4M | 15.54M | 2.2% | ▲+7.8% Added · +1.1M sh | |
| 11 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $728.8M | 5.00M | 1.9% | ▲+1.1% Added · +54K sh | |
| 12 | Vanguard Intl Equity Index F GLB EX US ETF | $647.7M | 14.57M | 1.7% | ▲+2.9% Added · +414K sh | |
| 13 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $597.6M | 34.50M | 1.6% | ▲+4.9% Added · +1.6M sh | |
| 14 | SPDR Series Trust BLOOMBERG EMERGI | $570.7M | 27.65M | 1.5% | ▲+5.9% Added · +1.5M sh | |
| 15 | World Gold TR SPDR GLD MINIS | $551.6M | 5.95M | 1.4% | ▲+1.4% Added · +82K sh | |
| 16 | Apple Inc COM | $533.7M | 2.10M | 1.4% | ▼−1.2% Reduced · −26K sh | |
| 17 | Ishares TR ESG AW MSCI EAFE | $523.4M | 5.47M | 1.4% | ▼−17% Reduced · −1.1M sh | |
| 18 | Ishares TR 0-5YR HI YL CP | $511.7M | 12.09M | 1.3% | ▲+8.6% Added · +953K sh | |
| 19 | Nvidia Corporation COM | $503.8M | 2.89M | 1.3% | ▲+0.1% Added · +3K sh | |
| 20 | Ishares Gold TR ISHARES NEW | $476.4M | 5.40M | 1.2% | ▼−2.1% Reduced · −116K sh | |
| 21 | Amazon Com Inc COM | $443.4M | 2.13M | 1.2% | ▲+9.2% Added · +179K sh | |
| 22 | Vanguard Charlotte FDS TOTAL INT BD ETF | $421.4M | 8.77M | 1.1% | ▲+7.3% Added · +601K sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $417.5M | 1.30M | 1.1% | ▼−21% Reduced · −355K sh | |
| 24 | Microsoft Corp COM | $414.9M | 1.12M | 1.1% | ▲+20% Added · +185K sh | |
| 25 | Lphabet Inc CAP STK CL C | $409.7M | 1.43M | 1.1% | ▼−29% Reduced · −582K sh | |
| 26 | Walmart Inc COM | $331.5M | 2.67M | 0.9% | ▲+0.8% Added · +21K sh | |
| 27 | Meta Platforms Inc CL A | $320.1M | 559.5K | 0.8% | ▲+16% Added · +76K sh | |
| 28 | Exxon Mobil Corp COM | $297.7M | 1.75M | 0.8% | ▲+3.5% Added · +59K sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $255.6M | 533.5K | 0.7% | ▲+5.8% Added · +29K sh | |
| 30 | JPMorgan Chase & Co COM | $255.0M | 866.9K | 0.7% | ▲+3.2% Added · +27K sh | |
| 31 | Tesla Inc COM | $245.9M | 661.6K | 0.6% | ▲+1.9% Added · +12K sh | |
| 32 | Eli Lilly & Co COM | $238.9M | 259.8K | 0.6% | ▲+4.1% Added · +10K sh | |
| 33 | Ishares Inc ESG AWR MSCI EM | $237.5M | 5.22M | 0.6% | ▼−18% Reduced · −1.2M sh | |
| 34 | Johnson & Johnson COM | $219.4M | 897.5K | 0.6% | ▲+0.9% Added · +8K sh | |
| 35 | Mastercard Incorporated CL A | $201.9M | 404.1K | 0.5% | ▲+7.7% Added · +29K sh | |
| 36 | NextEra Energy Inc COM | $195.8M | 2.11M | 0.5% | ▲+2.0% Added · +41K sh | |
| 37 | Costco Wholesale Corporation COM | $188.9M | 189.5K | 0.5% | ▲+5.3% Added · +10K sh | |
| 38 | Chevron Corporation COM | $180.7M | 873.2K | 0.5% | ▲+5.2% Added · +43K sh | |
| 39 | Uke Energy Corp New COM NEW | $177.9M | 1.36M | 0.5% | ▲+4.9% Added · +64K sh | |
| 40 | Netflix Inc. COM | $177.1M | 1.84M | 0.5% | ▲+24% Added · +352K sh | |
| 41 | Linde PLC SHS | $168.5M | 340.0K | 0.4% | ▲+71% Added · +141K sh | |
| 42 | Ecolab Inc COM | $165.9M | 623.7K | 0.4% | ▲+3.5% Added · +21K sh | |
| 43 | Pfizer Inc COM | $158.0M | 5.63M | 0.4% | ▲+9.4% Added · +483K sh | |
| 44 | Ishares TR RUS 1000 ETF | $157.8M | 442.6K | 0.4% | ▲+44% Added · +135K sh | |
| 45 | SPDR Series Trust STATE STREET SPD | $157.6M | 2.06M | 0.4% | ▲18× Added · +1.9M sh | |
| 46 | Newmont Corp COM | $157.5M | 1.46M | 0.4% | ▼−0.6% Reduced · −9K sh | |
| 47 | Procter & Gamble Co COM | $153.5M | 1.06M | 0.4% | ▲+19% Added · +167K sh | |
| 48 | Southern Co COM | $152.8M | 1.58M | 0.4% | ▲+8.4% Added · +123K sh | |
| 49 | Valero Energy Corp COM | $148.0M | 598.8K | 0.4% | ▲+3.5% Added · +21K sh | |
| 50 | Disney Walt Co COM | $147.3M | 1.53M | 0.4% | ▲+6.2% Added · +90K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 511 | $38.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 501 | $37.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 528 | $36.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 497 | $33.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 495 | $30.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 498 | $29.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 502 | $29.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 490 | $26.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 495 | $26.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 475 | $25.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 459 | $22.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 481 | $23.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 25, 2023 | 484 | $22.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.