Empower Advisory Group, LLC

$38.5B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1978885 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $38.5B
ALL retained default holdings for this (filer, period), including NULL-value ones: 511
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 53
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 44

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	ADD	+$250M	+4,917,272	$4.3B	$4.6B	180,778,097	185,695,369
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$45.5M	+120,455	$2.1B	$2.1B	8,470,296	8,590,751
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$89.0M	+1,464,071	$1.8B	$1.9B	34,070,052	35,534,123
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	ADD	+$115M	+1,573,272	$1.7B	$1.8B	20,972,198	22,545,470
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$68.0M	+728,138	$1.4B	$1.5B	16,150,941	16,879,079
position key `pos:17475` · issuer key `iss:1633` US TIPS ETF	ADD	+$98.0M	+3,460,522	$1.3B	$1.4B	49,666,971	53,127,493
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	ADD	+$93.3M	+1,706,338	$1.3B	$1.4B	21,891,841	23,598,179
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	ADD	+$104M	+2,879,382	$969M	$1.1B	34,024,368	36,903,750
position key `pos:16582` · issuer key `iss:1013` USD INV GRDE ETF	ADD	+$63.2M	+1,432,900	$979M	$1.0B	18,917,043	20,349,943
position key `sid:sec:prov:0642809ea123953125be984c495918ab` · issuer key `cusip6:92206C` LONG TERM TREAS	ADD	+$56.3M	+1,132,293	$804M	$860M	14,411,863	15,544,156
position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `cusip6:922042` FTSE SMCAP ETF	ADD	+$20.1M	+54,473	$709M	$729M	4,944,180	4,998,653
position key `sid:sec:prov:4ae6e5e370779fa3136d4bcb6bdffb76` · issuer key `cusip6:922042` GLB EX US ETF	ADD	−$1.3M	+414,047	$649M	$648M	14,158,418	14,572,465
position key `sid:sec:prov:bef9316abbc3a8eebd6ee52ecb807d25` · issuer key `cusip6:46090F` OPTIMUM YIELD	ADD	+$162M	+1,606,945	$436M	$598M	32,894,638	34,501,583
position key `pos:11124` · issuer key `iss:1602` BLOOMBERG EMERGI	ADD	+$12.8M	+1,541,701	$558M	$571M	26,107,425	27,649,126
position key `pos:14579` · issuer key `iss:1990` SPDR GLD MINIS	ADD	+$50.6M	+82,469	$501M	$552M	5,868,543	5,951,012
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$45.1M	−26,090	$579M	$534M	2,129,082	2,102,992
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	TRIM	−$101M	−1,088,415	$624M	$523M	6,562,442	5,474,027
position key `pos:17088` · issuer key `cusip6:46434V` 0-5YR HI YL CP	ADD	+$34.1M	+953,377	$478M	$512M	11,141,123	12,094,500
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$34.4M	+3,066	$538M	$504M	2,885,628	2,888,694
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	TRIM	+$28.3M	−116,118	$448M	$476M	5,520,278	5,404,160
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$6.7M	+178,803	$450M	$443M	1,949,994	2,128,797
position key `sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1ba` · issuer key `cusip6:92203J` TOTAL INT BD ETF	ADD	+$26.7M	+600,826	$395M	$421M	8,168,332	8,769,158
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$138M	−355,271	$555M	$417M	1,656,574	1,301,303
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$37.6M	+185,200	$452M	$415M	935,599	1,120,799
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$221M	−582,103	$631M	$410M	2,010,266	1,428,163
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$36.7M	+21,105	$295M	$331M	2,646,007	2,667,112
position key `pos:11390` · issuer key `iss:720` CL A	ADD	+$1.2M	+76,416	$319M	$320M	483,056	559,472
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$93.6M	+58,665	$204M	$298M	1,696,176	1,754,841
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$2.3M	+29,369	$253M	$256M	504,101	533,470
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$15.7M	+26,853	$271M	$255M	840,037	866,890
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$46.0M	+12,435	$292M	$246M	649,122	661,557
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$29.3M	+10,171	$268M	$239M	249,601	259,772
position key `pos:16400` · issuer key `iss:1016` ESG AWR MSCI EM	TRIM	−$44.2M	−1,153,599	$282M	$237M	6,376,748	5,223,149
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$35.3M	+8,139	$184M	$219M	889,379	897,518
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$12.3M	+28,895	$214M	$202M	375,188	404,083
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$29.8M	+40,719	$166M	$196M	2,067,761	2,108,480
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$33.7M	+9,571	$155M	$189M	179,960	189,531
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$54.2M	+43,125	$127M	$181M	830,060	873,185
position key `pos:15690` · issuer key `iss:610` COM NEW	ADD	+$26.1M	+63,576	$152M	$178M	1,295,190	1,358,766
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$37.4M	+351,599	$140M	$177M	1,490,223	1,841,822
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$83.9M	+141,349	$84.7M	$169M	198,633	339,982
position key `pos:16716` · issuer key `iss:633` COM	ADD	+$7.7M	+20,984	$158M	$166M	602,671	623,655
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$29.9M	+482,503	$128M	$158M	5,143,619	5,626,122
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	+$43.0M	+135,222	$115M	$158M	307,337	442,559
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	+$148M	+1,944,777	$9.2M	$158M	114,862	2,059,639
position key `pos:13933` · issuer key `iss:1307` COM	TRIM	+$11.3M	−9,341	$146M	$158M	1,464,590	1,455,249
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$25.1M	+166,978	$128M	$153M	895,554	1,062,532
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$25.5M	+122,692	$127M	$153M	1,460,599	1,583,291
position key `pos:11150` · issuer key `iss:1887` COM	ADD	+$53.8M	+20,509	$94.1M	$148M	578,329	598,838
position key `pos:17095` · issuer key `iss:588` COM	ADD	−$16.4M	+89,582	$164M	$147M	1,439,260	1,528,842
position key `pos:10743` · issuer key `iss:1088` COM	TRIM	+$19.8M	−2,494	$117M	$137M	399,888	397,394
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$14.5M	+4,989	$151M	$137M	437,423	442,412
position key `pos:10665` · issuer key `iss:222` CL A	ADD	+$38.1M	+75,107	$98.3M	$136M	2,159,624	2,234,731
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$8.5M	−7,852	$134M	$125M	388,741	380,889
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$124M	+648,255	$465K	$125M	2,427	650,682
position key `pos:12014` · issuer key `iss:157` COM	ADD	+$29.0M	+52,845	$95.0M	$124M	1,652,881	1,705,726
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$22.1M	+176,850	$102M	$124M	4,093,291	4,270,141
position key `pos:13432` · issuer key `iss:411` COM	TRIM	−$23.0M	−80,826	$145M	$122M	252,716	171,890
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$11.5M	+9,341	$109M	$120M	333,071	342,412
position key `pos:16115` · issuer key `iss:1869` COM	ADD	−$8.7M	+53,487	$128M	$120M	388,672	442,159
position key `pos:14516` · issuer key `iss:1643` COM	ADD	+$14.1M	+36,887	$105M	$119M	1,184,185	1,221,072
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$19.9M	+18,519	$98.8M	$119M	506,364	524,883
position key `pos:10662` · issuer key `iss:1699` COM	TRIM	−$24.1M	−304,363	$142M	$117M	987,170	682,807
position key `pos:10172` · issuer key `iss:1332` COM	ADD	+$6.7M	+15,983	$110M	$116M	672,853	688,836
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$40.7M	+73,268	$75.7M	$116M	809,028	882,296
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	+$71.9M	+265,194	$43.0M	$115M	139,742	404,936
position key `pos:14916` · issuer key `iss:1946` COM	ADD	+$9.6M	+21,117	$104M	$114M	474,864	495,981
position key `pos:11461` · issuer key `iss:102` COM	ADD	+$18.9M	+45,127	$94.8M	$114M	822,497	867,624
position key `pos:10156` · issuer key `iss:1861` CL B	ADD	+$2.3M	+32,849	$111M	$113M	1,114,786	1,147,635
position key `pos:16525` · issuer key `iss:58` COM	ADD	+$36.4M	+78,983	$76.4M	$113M	309,201	388,184
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$1.6M	+31,987	$110M	$112M	482,607	514,594
position key `pos:16012` · issuer key `iss:1713` COM	ADD	+$11.2M	+54,259	$99.5M	$111M	1,181,330	1,235,589
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$22.2M	+44,258	$86.0M	$108M	2,111,625	2,155,883
position key `pos:14439` · issuer key `iss:66` COM	TRIM	−$15.8M	−272,905	$123M	$108M	872,359	599,454
position key `pos:18151` · issuer key `iss:594` COM	ADD	−$7.3M	+47,176	$113M	$106M	919,973	967,149
position key `pos:10330` · issuer key `iss:1250` COM	ADD	−$1.2M	+63,542	$105M	$104M	1,374,643	1,438,185
position key `pos:11761` · issuer key `iss:605` COM	ADD	+$48.4M	+144,030	$54.3M	$103M	2,321,975	2,466,005
position key `pos:17365` · issuer key `iss:1396` COM	ADD	+$13.9M	+153,854	$87.9M	$102M	2,509,179	2,663,033
position key `pos:15592` · issuer key `iss:954` COM	ADD	+$6.0M	+2,499	$94.6M	$101M	384,129	386,628
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$13.5M	+77,888	$86.5M	$100M	1,237,036	1,314,924
position key `pos:16507` · issuer key `iss:508` COM	ADD	−$18.9M	+20,979	$118M	$99.1M	334,074	355,053
position key `pos:10501` · issuer key `iss:779` CL B	ADD	+$18.5M	+100,555	$80.2M	$98.8M	1,579,966	1,680,521
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$10.5M	+37,010	$108M	$97.7M	1,966,610	2,003,620
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$16.4M	+40,133	$114M	$97.3M	907,992	948,125
position key `pos:14135` · issuer key `iss:1060` COM	ADD	+$20.4M	+118,326	$74.9M	$95.3M	2,724,901	2,843,227
position key `pos:15119` · issuer key `iss:489` CL A	ADD	+$24.6M	+950,652	$68.1M	$92.7M	2,277,047	3,227,699
position key `pos:13768` · issuer key `iss:1651` COM	ADD	+$5.3M	+19,560	$87.2M	$92.5M	268,982	288,542
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$11.3M	+37,256	$80.2M	$91.6M	437,530	474,786
position key `pos:12559` · issuer key `iss:1454` COM	ADD	+$12.9M	+25,092	$76.5M	$89.4M	862,517	887,609
position key `pos:11002` · issuer key `iss:696` COM	ADD	+$4.7M	+33,227	$83.7M	$88.4M	1,242,854	1,276,081
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$16.6M	+69,402	$71.6M	$88.2M	498,616	568,018
position key `pos:12600` · issuer key `iss:694` COM	ADD	+$14.0M	+54,316	$73.5M	$87.5M	1,014,134	1,068,450
position key `pos:11683` · issuer key `iss:1491` COM	ADD	+$7.8M	+91,181	$79.2M	$87.0M	347,788	438,969
position key `pos:16347` · issuer key `iss:1759` COM	ADD	+$19.8M	+31,429	$66.5M	$86.3M	680,534	711,963
position key `pos:10554` · issuer key `iss:1747` COM	ADD	+$26.8M	+118,016	$58.0M	$84.8M	285,815	403,831
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$39.9M	−41,707	$124M	$83.9M	140,916	99,209
position key `pos:11239` · issuer key `iss:764` COM	ADD	+$6.6M	+53,586	$76.8M	$83.4M	966,752	1,020,338
position key `pos:12141` · issuer key `iss:1933` COM	ADD	+$10.6M	+50,864	$71.4M	$82.0M	250,372	301,236
position key `pos:15818` · issuer key `iss:1742` COM	ADD	−$904K	+23,912	$81.5M	$80.6M	1,105,654	1,129,566
position key `sid:sec:prov:0efbc7d8375878c220f88f3581748a46` · issuer key `cusip6:92204A` MATERIALS ETF	TRIM	−$2.9M	−43,377	$80.3M	$77.5M	387,117	343,740

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 32

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13824` · issuer key `iss:1633` US AGGREGATE B	NO CHANGE	−$5.9K	$917K	$911K	39,228	39,228
position key `sid:sec:prov:f523b8fe0dcc91169b4ee8065e7a26a1` · issuer key `cusip6:233051` XTRACK MSCI EURP	NO CHANGE	+$12.2K	$813K	$825K	16,931	16,931
position key `pos:15789` · issuer key `iss:529` CL A	NO CHANGE	−$177K	$885K	$708K	37,515	37,515
position key `sid:sec:prov:47dbfb5eeb9cba8a6fed7bac16dbe998` · issuer key `cusip6:886364` SP DWJNS SUKUK	NO CHANGE	−$13.6K	$697K	$684K	38,197	38,197
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	NO CHANGE	+$49.6K	$575K	$625K	14,000	14,000
position key `sid:sec:prov:85778afc0d4ed5133425798078680edb` · issuer key `cusip6:12135Y` COM	NO CHANGE	−$185	$576K	$575K	9,239	9,239
position key `sid:sec:prov:5e2560c991a548f1a2d5cda3c4188e22` · issuer key `cusip6:74347R` PSHS ULTRA QQQ	NO CHANGE	−$81.8K	$612K	$530K	8,696	8,696
position key `sid:sec:prov:10e646e5d274d7ed35a5394ec1c22401` · issuer key `cusip6:74347R` LARGE CAP CRE	NO CHANGE	−$34.2K	$560K	$526K	7,027	7,027
position key `sid:sec:prov:04db8e230f7d6fd2ef9baff81e023a68` · issuer key `cusip6:98139A` COM CL A	NO CHANGE	−$227K	$735K	$508K	8,521	8,521
position key `sid:sec:prov:a8b2e69bbc833464570077c7345bbfa6` · issuer key `cusip6:210502` COM	NO CHANGE	−$100K	$584K	$484K	62,558	62,558
position key `pos:15407` · issuer key `iss:1799` COM	NO CHANGE	−$196K	$613K	$418K	4,640	4,640
position key `pos:15801` · issuer key `iss:182` COM	NO CHANGE	+$77.7K	$337K	$415K	6,219	6,219
position key `sid:sec:prov:e8c210d4e7840330f3af970f9f502144` · issuer key `cusip6:164024` COM	NO CHANGE	−$15.0K	$424K	$409K	7,598	7,598
position key `pos:14497` · issuer key `iss:197` COM	NO CHANGE	−$1.5K	$373K	$372K	110	110
position key `pos:11166` · issuer key `iss:640` COM	NO CHANGE	−$757	$336K	$336K	1,646	1,646
position key `pos:13168` · issuer key `iss:1105` COM	NO CHANGE	−$241K	$561K	$320K	56,500	56,500
position key `sid:sec:prov:72e2a7e5708adcd3be1e7f0ff54d834b` · issuer key `cusip6:33734X` TECH ALPHADEX	NO CHANGE	−$19.0K	$339K	$320K	2,015	2,015
position key `sid:sec:prov:1bbe22b229b05e70f9ec5041061de81b` · issuer key `cusip6:128125` COM SH BEN INT	NO CHANGE	−$38.3K	$353K	$315K	18,409	18,409
position key `pos:17986` · issuer key `iss:1846` COM	NO CHANGE	+$88.4K	$206K	$295K	373	373
position key `sid:sec:prov:3ff341420d0b3d8afc8675d45e78ca96` · issuer key `cusip6:915271` COM	NO CHANGE	+$12.5K	$269K	$282K	8,217	8,217
position key `sid:sec:prov:e74d5a9399c97d25b1a6f503cdec3593` · issuer key `cusip6:922040` 0-3 MO TREAS BIL	NO CHANGE	+$787	$270K	$270K	3,575	3,575
position key `pos:17264` · issuer key `iss:136` COM	NO CHANGE	+$55.1K	$196K	$251K	11,000	11,000
position key `pos:12993` · issuer key `iss:1898` COM CL A	NO CHANGE	+$131K	$100K	$232K	14,695	14,695
position key `sid:sec:prov:ad392383a7b39b7cb120d44eb4dfee04` · issuer key `cusip6:45783Y` LADERD ALCTN PWR	NO CHANGE	−$2.0K	$220K	$218K	4,413	4,413
position key `pos:12980` · issuer key `iss:964` SPONSORED ADR	NO CHANGE	−$60.7K	$251K	$190K	14,080	14,080
position key `pos:17698` · issuer key `iss:1300` COM	NO CHANGE	−$32.2K	$205K	$172K	22,206	22,206
position key `sid:sec:prov:48c22817d0282f6adb49db4d70f4dfa8` · issuer key `cusip6:27829F` COM	NO CHANGE	−$16.5K	$181K	$165K	19,000	19,000
position key `pos:14965` · issuer key `iss:1694` COM	NO CHANGE	−$50.4K	$213K	$162K	12,117	12,117
position key `sid:sec:prov:2c623cd0729bf2a7e5b754af3c8dcfdd` · issuer key `cusip6:816307` COM	NO CHANGE	−$201K	$363K	$162K	257,344	257,344
position key `pos:13255` · issuer key `cusip6:65342K` COM	NO CHANGE	+$44.4K	$97.9K	$142K	18,569	18,569
position key `sid:sec:prov:f93c0334aad9774e8f239e43b48d2d14` · issuer key `cusip6:63942X` COM	NO CHANGE	+$18.0K	$78.8K	$96.8K	11,032	11,032
position key `pos:18243` · issuer key `iss:849` COM	NO CHANGE	−$5.9K	$57.2K	$51.3K	11,823	11,823

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 384 issuers · $38.5B disclosed value over 511 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SCHWAB STRATEGIC TR

18 positions · 18 reported rows

Rows Empower Advisory Group, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$4.6B	185,695,369
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$1.4B	53,127,493
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$1.1B	36,903,750
CHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$11.3M	450,978
CHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$1.4M	42,453
CHWAB STRATEGIC TR · US REIT ETF CUSIP — src ↗	$1.3M	60,006
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$1.3M	49,733
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$1.2M	39,729
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$911K	39,228
SCHWAB STRATEGIC TR · INT-TRM U.S TRES CUSIP — src ↗	$662K	26,561
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$571K	20,494
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$339K	6,929
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$336K	10,352
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$309K	6,603
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$308K	12,698
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$280K	9,029
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$250K	8,588
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$215K	7,038

ticker not yet mapped

$7.1B

276,517,031

18.4%

—

VANGUARD INTL EQUITY INDEX F

6 positions · 6 reported rows

Rows Empower Advisory Group, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$1.9B	35,534,123
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$729M	4,998,653
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$648M	14,572,465
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$18.3M	243,932
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$414K	5,027
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$297K	3,036

ticker not yet mapped

$3.3B

55,357,236

8.6%

—

ISHARES TR

26 positions · 26 reported rows

Rows Empower Advisory Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$2.1B	8,590,751
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$158M	442,559
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$16.1M	113,011
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$13.6M	20,842
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$6.4M	51,298
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$5.4M	54,456
SHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$3.2M	7,519
SHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$1.8M	27,304
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$1.3M	11,903
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.0M	10,785
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$792K	8,141
SHARES TR · U.S. TECH ETF CUSIP — src ↗	$788K	4,346
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$709K	4,570
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$633K	2,964
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$535K	2,532
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$533K	4,887
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$464K	1,252
ISHARES TR · GLOBAL TECH ETF CUSIP — src ↗	$456K	4,563
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$452K	2,386
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$324K	985
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$291K	5,118
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$269K	2,099
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$235K	1,615
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$227K	1,715
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$225K	1,334
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$208K	2,032

ticker not yet mapped

$2.3B

9,380,967

6.1%

—

VANGUARD SCOTTSDALE FDS

3 positions · 3 reported rows

Rows Empower Advisory Group, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$1.4B	23,598,179
ANGUARD SCOTTSDALE FDS · LONG TERM TREAS CUSIP 92206C847 src ↗	$860M	15,544,156
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$605K	7,310

ticker not yet mapped

$2.3B

39,149,645

5.9%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows Empower Advisory Group, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.5B	16,879,079
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$417M	1,301,303
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$10.5M	17,596
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$8.6M	32,778
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$5.7M	13,001
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$3.9M	19,636
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$3.7M	12,743
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$2.6M	12,734
ANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$1.6M	5,420
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$1.1M	5,028
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$765K	4,150
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$508K	1,679
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$302K	1,175

ticker not yet mapped

$2.0B

18,306,322

5.1%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows Empower Advisory Group, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$1.8B	22,545,470
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$370K	5,020
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$218K	2,829

ticker not yet mapped

$1.8B

22,553,319

4.6%

—

ISHARES TR

10 positions · 10 reported rows

Rows Empower Advisory Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$1.0B	20,349,943
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$2.2M	38,534
ISHARES TR · NEW YORK MUN ETF CUSIP — src ↗	$1.2M	22,285
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$568K	8,290
SHARES TR · EAFE SML CP ETF CUSIP — src ↗	$450K	5,741
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$339K	3,195
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$328K	2,480
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$308K	3,870
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$247K	3,318
ISHARES TR · MBS ETF CUSIP — src ↗	$232K	2,444

ticker not yet mapped

$1.0B

20,440,100

2.7%

—

SPDR SERIES TRUST

7 positions · 7 reported rows

Rows Empower Advisory Group, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · BLOOMBERG EMERGI CUSIP — src ↗	$571M	27,649,126
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$158M	2,059,639
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.7M	103,797
PDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$474K	8,007
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$415K	4,243
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$310K	2,125
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$227K	4,004

ticker not yet mapped

$732M

29,830,941

1.9%

—

INVESCO ACTVELY MNGD ETC FD · OPTIMUM YIELD CUSIP 46090F100
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$598M

34,501,583

1.6%

—

ISHARES TR

3 positions · 3 reported rows

Rows Empower Advisory Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$523M	5,474,027
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$71.2M	503,648
ISHARES TR · CORE INTL AGGR CUSIP 46435G672 src ↗	$566K	11,312

ticker not yet mapped

$595M

5,988,987

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WORLD GOLD TR · SPDR GLD MINIS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$552M

5,951,012

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$534M

2,102,992

1.4%

—

ISHARES TR

4 positions · 4 reported rows

Rows Empower Advisory Group, LLC reported for ISHARES TR, as it reported them
ISHARES TR · 0-5YR HI YL CP CUSIP — src ↗	$512M	12,094,500
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$344K	4,895
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$222K	4,377
ISHARES TR · GLOBAL REIT ETF CUSIP 46434V647 src ↗	$202K	8,051

ticker not yet mapped

$512M

12,111,823

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$504M

2,888,694

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$476M

5,404,160

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$443M

2,128,797

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LPHABET INC

2 positions · 2 reported rows

Rows Empower Advisory Group, LLC reported for LPHABET INC, as it reported them
LPHABET INC · CAP STK CL C CUSIP — src ↗	$410M	1,428,163
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$25.7M	89,297

$435M

1,517,460

1.1%

—

VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF CUSIP 92203J407
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$421M

8,769,158

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$415M

1,120,799

1.1%

—

ANGUARD WORLD FD

10 positions · 10 reported rows

Rows Empower Advisory Group, LLC reported for ANGUARD WORLD FD, as it reported them
ANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$77.5M	343,740
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$75.8M	382,530
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$53.9M	240,152
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$43.7M	252,500
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$43.0M	239,298
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$17.0M	47,216
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$12.7M	40,792
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$8.9M	32,699
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$5.8M	8,276
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$398K	3,295

ticker not yet mapped

$339M

1,590,498

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$331M

2,667,112

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$320M

559,472

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$298M

1,754,841

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$256M

533,470

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$255M

866,890

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$246M

661,557

0.6%

—

ISHARES INC

3 positions · 3 reported rows

Rows Empower Advisory Group, LLC reported for ISHARES INC, as it reported them
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$237M	5,223,149
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$2.5M	35,186
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$1.3M	16,968

ticker not yet mapped

$241M

5,275,303

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$239M

259,772

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$219M

897,518

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$202M

404,083

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$196M

2,108,480

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$189M

189,531

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$181M

873,185

0.5%

—

UKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$178M

1,358,766

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$177M

1,841,822

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$169M

339,982

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$166M

623,655

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$158M

5,626,122

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$158M

1,455,249

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$153M

1,062,532

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$153M

1,583,291

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$148M

598,838

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$147M

1,528,842

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$137M

397,394

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$137M

442,412

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BAKER HUGHES COMPANY · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$136M

2,234,731

0.4%

—

INVESCO EXCHANGE TRADED FD T

4 positions · 4 reported rows

Rows Empower Advisory Group, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$125M	650,682
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$371K	7,815
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$349K	6,392
INVESCO EXCHANGE TRADED FD T · S&P500 QUALITY CUSIP — src ↗	$260K	3,464

ticker not yet mapped

$126M

668,353

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$125M

380,889

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCHER DANIELS MIDLAND CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$124M

1,705,726

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$124M

4,270,141

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$122M

171,890

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$120M

342,412

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$120M

442,159

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEMPRA · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$119M

1,221,072

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$119M

524,883

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN COPPER CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$117M

682,807

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUCOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$116M

688,836

0.3%

—

ONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$116M

882,296

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$115M

404,936

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$114M

495,981

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$114M

867,624

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED PARCEL SVCS INC · CL B CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$113M

1,147,635

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$113M

388,184

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$112M

514,594

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$111M

1,235,589

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$108M

2,155,883

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALBEMARLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$108M

599,454

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOLLAR TREE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$106M

967,149

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONSTER BEVERAGE CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$104M

1,438,185

0.3%

—

OW HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$103M

2,466,005

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PPL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$102M

2,663,033

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$101M

386,628

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$100M

1,314,924

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSTELLATION ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$99.1M

355,053

0.3%

—

REEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$98.8M

1,680,521

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$97.7M

2,003,620

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$97.3M

948,125

0.3%

—

INDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$95.3M

2,843,227

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$92.7M

3,227,699

0.2%

—

HERWIN WILLIAMS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$92.5M

288,542

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$91.6M

474,786

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PINNACLE WEST CAP CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$89.4M

887,609

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERSOURCE ENERGY · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$88.4M

1,276,081

0.2%

—

EPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$88.2M

568,018

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$87.5M

1,068,450

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$87.0M

438,969

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TARGET CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$86.3M

711,963

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$84.8M

403,831

0.2%

—

OLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$83.9M

99,209

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FORTINET INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$83.4M

1,020,338

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VULCAN MATLS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$82.0M

301,236

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$80.6M

1,129,566

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOORDASH INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$76.2M

507,612

0.2%

—

ASTMAN CHEM CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$75.8M

992,883

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$75.8M

524,088

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$74.2M

1,105,919

0.2%

—

ILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$73.8M

1,014,215

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHIPOTLE MEXICAN GRILL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$73.6M

2,298,417

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ESSENTIAL UTILS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$72.8M

1,808,639

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$72.3M

387,550

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 66.1%below median 80.0%
Concentration index: 320 bpsbelow median 446 bps
Positions with value: 511 / 511median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 66.1% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 320 · QoQ moves: 554

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Empower Advisory Group, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).