Empowered Funds, LLC
All 13F Filings
- Location
- Newtown Square, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,889,632
- Description
- Newtown Square Pennsylvania based advisory led wealth manager with a limited liability advisory organization and a valuation conscious and methodical investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through hold period discipline and risk accountability.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 994 | 5,889,632 | 13F-HR/A - RESTATEMENT | Empowered Funds, LLC |
| Q4 2025 | 2/11/2026 | 2,194 | 12,566,072 | 13F-HR | Empowered Funds, LLC |
| Q3 2025 | 11/13/2025 | 1,814 | 9,903,190 | 13F-HR | Empowered Funds, LLC |
| Q2 2025 | 8/11/2025 | 1,746 | 8,834,685 | 13F-HR | Empowered Funds, LLC |
| Q1 2025 | 5/16/2025 | 1,614 | 7,026,853 | 13F-HR | Empowered Funds, LLC |
| Q4 2024 | 1/28/2025 | 1,670 | 6,840,959 | 13F-HR | Empowered Funds, LLC |
| Q3 2024 | 11/6/2024 | 1,392 | 6,358,895 | 13F-HR | Empowered Funds, LLC |
| Q2 2024 | 7/30/2024 | 1,369 | 5,778,360 | 13F-HR | Empowered Funds, LLC |
| Q1 2024 | 5/7/2024 | 1,372 | 5,538,686 | 13F-HR/A - NEW HOLDINGS | Empowered Funds, LLC |
| Q1 2024 | 5/6/2024 | 1,372 | 5,538,686 | 13F-HR | Empowered Funds, LLC |
| Q4 2023 | 2/14/2024 | 1,254 | 3,983,387 | 13F-HR | Empowered Funds, LLC |
| Q3 2023 | 11/1/2023 | 1,203 | 3,391,234 | 13F-HR | Empowered Funds, LLC |
| Q2 2023 | 7/27/2023 | 1,118 | 2,844,408 | 13F-HR | Empowered Funds, LLC |
| Q1 2023 | 4/5/2023 | 510 | 1,695,762 | 13F-HR | Empowered Funds, LLC |
| Q4 2022 | 2/21/2023 | 435 | 1,530,209 | 13F-HR/A - RESTATEMENT | Empowered Funds, LLC |
| Q4 2022 | 1/26/2023 | 435 | 1,530,201 | 13F-HR | Empowered Funds, LLC |
| Q3 2022 | 11/4/2022 | 318 | 1,032,605 | 13F-HR | Empowered Funds, LLC |
| Q2 2022 | 8/1/2022 | 265 | 775,582 | 13F-HR | Empowered Funds, LLC |
| Q1 2022 | 4/21/2022 | 244 | 914,851 | 13F-HR | Empowered Funds, LLC |
| Q4 2021 | 2/10/2022 | 239 | 886,764 | 13F-HR | Empowered Funds, LLC |
| Q3 2021 | 11/12/2021 | 206 | 779,406 | 13F-HR | Empowered Funds, LLC |
| Q2 2021 | 11/12/2021 | 223 | 787,713 | 13F-HR/A - NEW HOLDINGS | Empowered Funds, LLC |
| Q2 2021 | 8/4/2021 | 223 | 787,711 | 13F-HR | Empowered Funds, LLC |
| Q1 2021 | 5/13/2021 | 162 | 522,017 | 13F-HR | Empowered Funds, LLC |
| Q4 2020 | 2/2/2021 | 162 | 522,017 | 13F-HR | Empowered Funds, LLC |
| Q3 2020 | 10/26/2020 | 105 | 320,346 | 13F-HR | Empowered Funds, LLC |
| Q2 2020 | 7/16/2020 | 106 | 258,321 | 13F-HR | Empowered Funds, LLC |
| Q1 2020 | 7/16/2020 | 102 | 276,270 | 13F-HR/A - NEW HOLDINGS | Empowered Funds, LLC |
| Q1 2020 | 4/16/2020 | 93 | 173,377 | 13F-HR | Empowered Funds, LLC |
| Q4 2019 | 7/16/2020 | 102 | 276,270 | 13F-HR/A - NEW HOLDINGS | Empowered Funds, LLC |
| Q4 2019 | 1/27/2020 | 94 | 244,077 | 13F-HR | Empowered Funds, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.78 M | 98.1% | 0 | 3.819 M | -3.819 M |
| ETFs | 98.36 K | 1.7% | 0 | 191.7 K | -191.7 K |
| Debt | 1.644 K | 0.0% | 1.644 K | 0 | 1.644 K |
| Other | 9.961 K | 0.2% | 0 | 4.189 K | -4.189 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
5,889,632
Holdings
994
QoQ value change ($000)
-4,013,558
(-40.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.