SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Empower Advisory Group, LLC

CIK 0001978885 · 8515 EAST ORCHARD ROAD 4T2, GREENWOOD VILLAGE, CO, 80111 · 3037376010

Reported Value
$30.6B
Q1 2025
Positions
495
Filings on Record
13
2019–present window
Filed
May 9, 2025
original filing

Summary

Empower Advisory Group, Llc reported $30.6B in U.S.-listed holdings across 495 positions for Q1 2025.

Its largest position, Schwab Strategic Tr, represents 11.9% of the portfolio.

Compared with Q4 2024, the fund opened 24 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $22.3BQ1 ’23Q2 ’23: $23.2BQ3 ’23: $22.6BQ3 ’23Q4 ’23: $25.4BQ1 ’24: $26.7BQ1 ’24Q2 ’24: $26.9BQ3 ’24: $29.6BQ3 ’24Q4 ’24: $29.7BQ1 ’25: $30.6BQ1 ’25Q2 ’25: $33.4BQ3 ’25: $36.1BQ3 ’25Q4 ’25: $37.0BQ1 ’26: $38.5BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 63.1%Common Stock: 36.4%Other: 0.4%ADR: 0.0%REIT: 0.0%Other: 0.0%
  • ETP · 63.1% · $19.3B
  • Common Stock · 36.4% · $11.2B
  • Other · 0.4% · $123M
  • ADR · 0.0% · $4M
  • REIT · 0.0% · $1M
  • Other · 0.0% · $542,695

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$38.5B511May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$37.0B501Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$36.1B528Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$33.4B497Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$30.6B495May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$29.7B498Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$29.6B502Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$26.9B490Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$26.7B495May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$25.4B475Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$22.6B459Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$23.2B481Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$22.3B484May 25, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.