Empower Advisory Group, LLC holds a focused book of 532 stocks worth $41.9B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Exelon Corp and trimmed Schwab Intl Equity ETF. Their largest long position is Schwab Intl Equity ETF at 12% of the equity book.
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.
38% 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
Other tracked managers holding the same core names as Empower Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $546.5B |
| MORGAN STANLEY | 80 / 80 | $544.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $354.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $153.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $144.8B |
| UBS Group AG | 80 / 80 | $139.6B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $128.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $81.7B |
Ranked by how many of Empower Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $5.1B | 182.56M | 12.1% | ▼−1.7% Reduced · −3.1M sh | |
| 2 | Ishares TR RUSSELL 2000 ETF | $2.4B | 7.93M | 5.7% | ▼−7.7% Reduced · −662K sh | |
| 3 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.1B | 35.77M | 5.1% | ▲+0.7% Added · +233K sh | |
| 4 | Vanguard BD Index FDS SHORT TRM BOND | $1.9B | 24.30M | 4.5% | ▲+7.8% Added · +1.8M sh | |
| 5 | Vanguard Index FDS REAL ESTATE ETF | $1.7B | 17.59M | 4.0% | ▲+4.2% Added · +711K sh | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.5B | 25.56M | 3.6% | ▲+8.3% Added · +2.0M sh | |
| 7 | Schwab Strategic TR US TIPS ETF | $1.5B | 56.68M | 3.6% | ▲+6.7% Added · +3.6M sh | |
| 8 | Schwab Strategic TR US SML CAP ETF | $1.4B | 37.70M | 3.2% | ▲+2.1% Added · +794K sh | |
| 9 | Ishares TR USD INV GRDE ETF | $1.1B | 21.94M | 2.7% | ▲+7.8% Added · +1.6M sh | |
| 10 | Vanguard Scottsdale FDS LONG TERM TREAS | $933.6M | 16.92M | 2.2% | ▲+8.8% Added · +1.4M sh | |
| 11 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $777.8M | 5.04M | 1.9% | ▲+0.8% Added · +43K sh | |
| 12 | Vanguard Intl Equity Index F GLB EX US ETF | $694.5M | 15.48M | 1.7% | ▲+6.3% Added · +912K sh | |
| 13 | SPDR Series Trust SST SPDR BLOOMBE | $625.3M | 29.89M | 1.5% | ▲+8.1% Added · +2.2M sh | |
| 14 | Apple Inc COM | $606.7M | 2.10M | 1.4% | ▼−0.3% Reduced · −6K sh | |
| 15 | Nvidia Corporation COM | $566.7M | 2.83M | 1.4% | ▼−1.9% Reduced · −56K sh | |
| 16 | Ishares TR ESG AW MSCI EAFE | $558.4M | 5.43M | 1.3% | ▼−0.8% Reduced · −42K sh | |
| 17 | Ishares TR 0-5YR HI YL CP | $553.5M | 13.05M | 1.3% | ▲+7.9% Added · +956K sh | |
| 18 | World Gold TR SPDR GLD MINIS | $522.7M | 6.58M | 1.2% | ▲+11% Added · +631K sh | |
| 19 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $520.0M | 32.75M | 1.2% | ▼−5.1% Reduced · −1.8M sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $510.0M | 1.38M | 1.2% | ▲+5.9% Added · +77K sh | |
| 21 | Amazon Com Inc COM | $509.8M | 2.14M | 1.2% | ▲+0.5% Added · +10K sh | |
| 22 | Alphabet Inc CAP STK CL C | $505.1M | 1.43M | 1.2% | ▲+0.1% Added · +1K sh | |
| 23 | Vanguard Charlotte FDS TOTAL INT BD ETF | $478.7M | 9.88M | 1.1% | ▲+13% Added · +1.1M sh | |
| 24 | Microsoft Corp COM | $438.2M | 1.17M | 1.0% | ▲+4.8% Added · +54K sh | |
| 25 | Ishares Gold TR ISHARES NEW | $395.5M | 5.24M | 0.9% | ▼−3.1% Reduced · −166K sh | |
| 26 | Meta Platforms Inc CL A | $342.6M | 608.3K | 0.8% | ▲+8.7% Added · +49K sh | |
| 27 | Eli Lilly & Co COM | $321.5M | 268.1K | 0.8% | ▲+3.2% Added · +8K sh | |
| 28 | Walmart Inc COM | $303.4M | 2.68M | 0.7% | ▲+0.4% Added · +11K sh | |
| 29 | JPMorgan Chase & Co COM | $289.5M | 884.4K | 0.7% | ▲+2.0% Added · +18K sh | |
| 30 | Tesla Inc COM | $289.1M | 687.3K | 0.7% | ▲+3.9% Added · +26K sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $276.9M | 553.4K | 0.7% | ▲+3.7% Added · +20K sh | |
| 32 | Ishares Inc ESG AWR MSCI EM | $254.6M | 4.66M | 0.6% | ▼−11% Reduced · −568K sh | |
| 33 | Exxon Mobil Corp COM | $243.2M | 1.78M | 0.6% | ▲+1.4% Added · +24K sh | |
| 34 | Johnson & Johnson COM | $229.9M | 905.3K | 0.5% | ▲+0.9% Added · +8K sh | |
| 35 | Mastercard Incorporated CL A | $225.9M | 439.9K | 0.5% | ▲+8.8% Added · +36K sh | |
| 36 | Unitedhealth Group Inc COM | $208.4M | 501.4K | 0.5% | ▲+13% Added · +59K sh | |
| 37 | NextEra Energy Inc COM | $188.6M | 2.15M | 0.4% | ▲+1.9% Added · +40K sh | |
| 38 | Linde PLC SHS | $182.5M | 351.7K | 0.4% | ▲+3.4% Added · +12K sh | |
| 39 | Caterpillar Inc COM | $182.5M | 171.3K | 0.4% | ▼−0.3% Reduced · −558 sh | |
| 40 | Costco Wholesale Corporation COM | $181.9M | 194.4K | 0.4% | ▲+2.6% Added · +5K sh | |
| 41 | Duke Energy Corp New COM NEW | $178.1M | 1.41M | 0.4% | ▲+3.5% Added · +48K sh | |
| 42 | Ge Aerospace COM NEW | $177.8M | 475.6K | 0.4% | ▲+17% Added · +71K sh | |
| 43 | Ishares TR RUS 1000 ETF | $176.3M | 430.5K | 0.4% | ▼−2.7% Reduced · −12K sh | |
| 44 | Procter & Gamble Co COM | $168.2M | 1.15M | 0.4% | ▲+8.0% Added · +85K sh | |
| 45 | Broadcom Inc COM | $166.3M | 440.3K | 0.4% | ▼−0.5% Reduced · −2K sh | |
| 46 | Doordash Inc CL A | $163.6M | 886.7K | 0.4% | ▲+75% Added · +379K sh | |
| 47 | Southern Co COM | $156.5M | 1.63M | 0.4% | ▲+3.3% Added · +52K sh | |
| 48 | Disney Walt Co COM | $154.7M | 1.61M | 0.4% | ▲+5.1% Added · +78K sh | |
| 49 | Nucor Corp COM | $152.2M | 683.4K | 0.4% | ▼−0.8% Reduced · −5K sh | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $151.1M | 710.0K | 0.4% | ▲+9.1% Added · +59K sh |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 533 | $41.9B | 13F-HR |
| 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, filed up to 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.