Empower Advisory Group, LLC

Q4 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
501
Total value ($000)
$37,032,935
Net value change ($000)
+957,793 (2.7%)
New positions
34
Sold out positions
61
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
PBUS 133,440 4521.9%
ESGD 101,949 19.5%
GOOGL 101,916 19.3%
SCHP 86,660 7.1%
VGIT 85,729 7.0%
LLY 80,851 43.1%
GLDM 68,642 15.9%
USIG 62,849 6.9%
VNQ 56,401 4.1%
ALB 51,488 71.6%
Top Reduces (Value $000, Stocks/ETFs)
VWO -62,095 -3.3%
IWB -55,890 -32.7%
LIN -49,321 -36.8%
NFLX -38,680 -21.7%
DD -36,550 -45.8%
MSFT -36,099 -7.4%
APD -30,851 -28.8%
SYK -22,964 -39.7%
VEEV -20,370 -24.4%
META -19,261 -5.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type