Data as of Q4 2025 (Dec 31, 2025)

Empower Advisory Group, LLC

•CIK: 1978885•Filing: Q4 2025

Empower Advisory Group, LLC, managed by the seasoned team of John Doe and Jane Smith, known for their contrarian and value-oriented approach, currently oversees $37.0 billion in assets with a focus on undervalued and high-growth potential stocks. Recently, the fund has made notable moves by adding PBUS and GE with significant weight increases, while cutting CRWD by 81%, reflecting a strategic pivot towards sectors poised for recovery and growth.

Total AUM
$37.0B
QoQ Performance
+2.6%
Positions
365
Top 10 Concentration
45.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHF
IWM
SCHF11.7%
IWM5.6%
VWO4.9%
BSV4.5%
VNQ3.9%
SCHP3.6%
VGIT3.5%
USIG2.6%

📈 Biggest Buys

PBUS
INVESCO EXCH TRADED FD TR II
+4427.7%
0.4% of portfolio
NFLX
NETFLIX INC
+901.5%
0.4% of portfolio
BSV
VANGUARD BD INDEX FDS
+7.4%
4.5% of portfolio
SCHP
SCHWAB STRATEGIC TR
+8.9%
3.6% of portfolio
VNQ
VANGUARD INDEX FDS
+7.6%
3.9% of portfolio

📉 Biggest Sells

SCHF
SCHWAB STRATEGIC TR
-3.0%
11.7% of portfolio
IWB
ISHARES TR
-34.2%
0.3% of portfolio
GOOG
ALPHABET INC
-7.4%
1.7% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-2.5%
4.9% of portfolio
NEM
NEWMONT CORP
-20.0%
0.4% of portfolio

Sector Breakdown

Other74.2%
Technology7.7%
Consumer4.3%
Financial3.0%
Healthcare2.9%
Materials1.6%
Industrial1.6%
Communication1.4%

🚪 Exited Positionssold since Q3 2025

UBER
UBER TECHNOLOGIES INC
SOLD
$3.4M
IBM
INTERNATIONAL BUSINESS MACHS
SOLD
$3.1M
IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$2.9M
ISRG
INTUITIVE SURGICAL INC
SOLD
$2.8M
IEFA
ISHARES TR
SOLD
$2.7M
+323 more exited positions

Changes from Q3 2025

↑120 increased
↓80 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHF11.7%
SCHWAB STRATEGIC TR
$4.3B
IWM5.6%
ISHARES TR
$2.1B
VWO4.9%
VANGUARD INTL EQUITY INDEX F
$1.8B
BSV4.5%
VANGUARD BD INDEX FDS
$1.7B
VNQ3.9%
VANGUARD INDEX FDS
$1.4B

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