Empower Advisory Group, LLC

FundGreenwood Village · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$41.9B

Reported value of US stock holdings on Jun 30, the filing's own figure

532 positions · filed Aug 12, 43 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 12 · against the report before it

New positions

45, biggest 4

EXC EXELON CORP 1.5M shares0.2% of this fund's holdings

HON HONEYWELL INTL INC 257K shares0.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 257K shares0.1% of this fund's holdings

DD DUPONT DE NEMOURS INC 406K shares0.1% of this fund's holdings

Sold out

23, biggest 4

no ticker MASIMO CORP All 14,105 shares

BILL BILL HOLDINGS INC All 21,610 shares

BHRB BURKE HERBERT FINL SVCS CORP All 9,239 shares

DHI D R HORTON INC All 3,538 shares

Added to

184, biggest 4

BSV VANGUARD BD INDEX FDS +1.8M shares+8%

VNQ VANGUARD INDEX FDS +711K shares+4%

VGIT VANGUARD SCOTTSDALE FDS +2.0M shares+8%

SCHP SCHWAB STRATEGIC TR +3.6M shares+7%

Trimmed

137, biggest 4

IWM ISHARES TR −662K shares−8%

PDBC INVESCO ACTVELY MNGD ETC FD −1.8M shares−5%

IAU ISHARES GOLD TR −166K shares−3%

ESGE ISHARES INC −568K shares−11%

Top holdings

Reference, not news

Top holdings · 532 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 SCHF SCHWAB STRATEGIC TR 182.6M 12.1% −2%

2 IWM ISHARES TR 7.9M 5.7% −8%

3 VWO VANGUARD INTL EQUITY INDEX F 35.8M 5.1% +1%

4 BSV VANGUARD BD INDEX FDS 24.3M 4.5% +8%

5 VNQ VANGUARD INDEX FDS 17.6M 4.0% +4%

6 VGIT VANGUARD SCOTTSDALE FDS 25.6M 3.6% +8%

7 SCHP SCHWAB STRATEGIC TR 56.7M 3.6% +7%

8 SCHA SCHWAB STRATEGIC TR 37.7M 3.2% +2%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.