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Latest Empower Advisory Group, LLC Stock Portfolio

$38.52Billion– No. of Holdings #510

Empower Advisory Group, LLC Performance:
2026 Q1: 0.86%YTD: 0.86%2025: 13.08%
Performance for 2026 Q1 is 0.86%, and YTD is 0.86%, and 2025 is 13.08%.

About Empower Advisory Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Empower Advisory Group, LLC reported an equity portfolio of $38.5 Billions as of 31 Mar, 2026.

The top stock holdings of Empower Advisory Group, LLC are FNDA, IJR, VEU. The fund has invested 11.9% of it's portfolio in SCHWAB STRATEGIC TR and 5.5% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (DMXF), THE TRADE DESK INC (TTD) and CONFLUENT INC (CFLT) stocks. They significantly reduced their stock positions in OWENS CORNING NEW (OC), PAYPAL HLDGS INC (PYPL) and AES CORP (AES). Empower Advisory Group, LLC opened new stock positions in AUTODESK INC (ADSK), ASTRAZENECA PLC and CACI INTL INC (CACI). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), DOMINION ENERGY INC (D) and ROBINHOOD MKTS INC (HOOD).
Empower Advisory Group, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

Empower Advisory Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Empower Advisory Group, LLC made a return of 0.86% in the last quarter. In trailing 12 months, it's portfolio return was 13.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
autodesk inc1,941,530
astrazeneca plc1,148,180
caci intl inc1,021,930
bill holdings inc827,663
cadence design system inc632,710
anteris technologies global561,005
select sector spdr tr555,269
ishares tr532,617
New stocks bought by Empower Advisory Group, LLC

Additions

Ticker% Inc.
invesco exchange traded fd t26,710
dominion energy inc19,337
robinhood mkts inc18,383
vanguard world fd1,841
spdr series trust1,693
crowdstrike hldgs inc403
micron technology inc326
lowes cos inc280
Additions to existing portfolio by Empower Advisory Group, LLC

Reductions

Ticker% Reduced
owens corning new-99.21
paypal hldgs inc-98.26
aes corp-96.63
invesco exch traded fd tr ii-96.25
paychex inc-73.05
fidelity covington trust-62.8
halozyme therapeutics inc-59.72
barclays bank plc-58.29
Empower Advisory Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Empower Advisory Group, LLC

Sector Distribution

Empower Advisory Group, LLC has about 64.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Utilities
  • Consumer Defensive
  • Basic Materials
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Energy
  • Financial Services
Sector%
Others64.7
Technology4.9
Communication Services4
Utilities3.9
Consumer Defensive3.9
Basic Materials3.9
Healthcare3.3
Industrials3.1
Consumer Cyclical3
Energy2.9
Financial Services2.3

Market Cap. Distribution

Empower Advisory Group, LLC has about 34.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED64.7
MEGA-CAP17.9
LARGE-CAP16.7

Stocks belong to which Index?

About 33.7% of the stocks held by Empower Advisory Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.1
S&P 50033.7
Top 5 Winners (%)%
venture global inc
131.1 %
DOW
ow hldgs inc
74.2 %
GLW
corning inc
53.2 %
VLO
valero energy corp
50.4 %
NEXT
extdecade corp
45.4 %
Top 5 Winners ($)$
PDBC
invesco actvely mngd etc fd
137.2 M
FNDA
schwab strategic tr
130.1 M
XOM
exxon mobil corp
85.1 M
VLO
valero energy corp
49.6 M
CVX
chevron corporation
46.4 M
Top 5 Losers (%)%
SLQT
selectquote inc
-55.4 %
LZ
legalzoom com inc
-42.9 %
APP
applovin corp
-40.1 %
DASH
doordash inc
-32.5 %
TRI
thomson reuters corp
-31.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-116.6 M
TSLA
tesla inc
-51.1 M
GOOG
lphabet inc
-46.3 M
AMZN
amazon com inc
-46.0 M
META
meta platforms inc
-45.9 M

Empower Advisory Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Empower Advisory Group, LLC

Empower Advisory Group, LLC has 510 stocks in it's portfolio. About 46% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PDBC was the most profitable stock for Empower Advisory Group, LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions