1y return+14.2%S&P 500 +20.9%
3y return+37.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $141 against $182 in the S&P 500.2
Empower Advisory Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHFSchwab Strategic Tr | $5.1B | 12.1% | −1.7% |
| IWMIshares Tr | $2.4B | 5.7% | −7.7% |
| VWOVanguard Intl Equity Index F | $2.1B | 5.1% | |
| BSVVanguard Bd Index Fds | $1.9B | 4.5% | +7.8% |
| VNQVanguard Index Fds | $1.7B | 4.0% | +4.2% |
| VGITVanguard Scottsdale Fds | $1.5B | 3.6% | +8.3% |
| SCHPSchwab Strategic Tr | $1.5B | 3.6% | +6.7% |
| SCHASchwab Strategic Tr | $1.4B | 3.2% | +2.2% |
| USIGIshares Tr | $1.1B | 2.7% | +7.8% |
| VGLTVanguard Scottsdale Fds | $933.6M | 2.2% | +8.9% |
| VSSVanguard Intl Equity Index F | $777.8M | 1.9% | |
| VNQIVanguard Intl Equity Index F | $694.5M | 1.7% | +6.3% |
| EBNDSpdr Series Trust | $625.3M | 1.5% | +8.1% |
| AAPLApple Inc | $606.7M | 1.4% | |
| NVDANvidia Corporation | $566.7M | 1.4% | −2.0% |
| ESGDIshares Tr | $558.4M | 1.3% | |
| SHYGIshares Tr | $553.5M | 1.3% | +7.9% |
| GLDMWorld Gold Tr | $522.7M | 1.2% | +10.6% |
| PDBCInvesco Actvely Mngd Etc Fd | $520.0M | 1.2% | −5.1% |
| VTIVanguard Index Fds | $510.0M | 1.2% | +5.9% |
| AMZNAmazon Com Inc | $509.8M | 1.2% | |
| GOOGAlphabet Inc | $505.1M | 1.2% | |
| BNDXVanguard Charlotte Fds | $478.7M | 1.1% | +12.7% |
| MSFTMicrosoft Corp | $438.2M | 1.0% | +4.8% |
| IAUIshares Gold Tr | $395.5M | 0.9% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $566.7M |
| CATCaterpillar Inc | March 31, 2023 | +365.3% | $182.5M |
| LLYEli Lilly & Co | March 31, 2023 | +249.3% | $321.5M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $505.1M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $342.6M |
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $289.5M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $509.8M |
| WMTWalmart Inc | March 31, 2023 | +130.4% | $303.4M |
| TSLATesla Inc | March 31, 2023 | +102.7% | $289.1M |
| IAUIshares Gold Tr | March 31, 2023 | +102.1% | $395.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $118.6M
- Dupont De Nemours IncCUSIP 26614N102 was $54.8M
- Masimo CorpCUSIP 574795100 was $2.5M
- BILLBill Holdings Inc was $828K
- BHRBBurke Herbert Finl Svcs Corp was $575K
- LQDIshares Tr was $533K
- DHID R Horton Inc was $485K
- CPSSConsumer Portfolio Svcs Inc was $484K
- AIZAssurant Inc was $454K
- MKCMccormick & Co Inc was $426K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.0% | +14.8% |
| March 31, 2026 | +0.9% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | +0.3% | −4.6% |
| December 31, 2024 | −3.2% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +4.7% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Empower Advisory Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1978885&type=13F-HR&dateb=&owner=include&count=40CIK 1978885
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1978885/000142050626001546/Filed August 12, 2026 · accession 0001420506-26-001546