Empower Advisory Group, LLC
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$38.5B
Holdings
509
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 180.78M shares)
11.9%
02
$IWM
ISHARES TR
Q1 2026: Exited (was 8.47M shares)
5.5%
03
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 34.07M shares)
5.0%
04
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 20.97M shares)
4.6%
05
$VNQ
VANGUARD INDEX FDS
Q1 2026: Exited (was 16.15M shares)
3.9%
06
$SCHP
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 49.67M shares)
3.7%
07
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 21.89M shares)
3.6%
08
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 34.02M shares)
2.8%
09
$USIG
ISHARES TR
Q1 2026: Exited (was 18.92M shares)
2.7%
10
$VGLT
ANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 14.41M shares)
2.2%
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 08:05 UTC.