Empower Advisory Group, LLC

Q2 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2025
Date filed
8/8/2025
Form type
13F-HR
Num holdings
497
Total value ($000)
$33,389,746
Net value change ($000)
—
New positions
494
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/31/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHWAB STRATEGIC TRUST 4,066,433 —
IWM 1,859,433 —
VWO 1,708,106 —
VNQ 1,285,684 —
VGIT 1,140,885 —
SCHP 1,138,643 —
USIG 849,671 —
SCHA 846,108 —
VGLT 700,681 —
VSS 658,918 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type