Empowered Funds, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$15.7B
Holdings
2,103
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.6% (25.7k → 25.3k shares)
3.0%
02
$AAPL
APPLE INC
Held since at least Q1 2024
2.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 40.5% (20.3k → 12.1k shares)
1.9%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 1.3% (14.9k → 14.7k shares)
1.8%
05
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.4%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +6.3% (24.2k → 25.7k shares)
1.4%
07
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
1.1%
08
$META
META PLATFORMS INC
Held since at least Q1 2024
1.1%
09
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
1.0%
10
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.