Empower Advisory Group, LLC

CIK

1978885

Location

Greenwood Village, CO

Portfolio Value

Large $14,626,289,196

Diversification

Diversified

Filing Date

Global Rank

#333 / 8,623 ▲ 16 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 8.1%

3Y Alpha vs SPY

-5.5%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

13 quarters · since Mar 2023

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+51.0%

SPY

+65.3%

Annualised alpha

-3.5%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

338 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.8%

−0.4 pts

Top 5

17.2%

−0.9 pts

Top 10

28.2%

−1.5 pts

HHI

144

Diversified−6

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	12.8%	$1,866,642,082	63
Consumer Defensive	10.3%	$1,500,929,889	21
Basic Materials	10.2%	$1,495,628,463	18
Utilities	10.2%	$1,490,412,163	20
Healthcare	8.8%	$1,285,210,457	32
Consumer Cyclical	8.4%	$1,232,721,123	24
Industrials	8.3%	$1,219,556,724	51
Financial Services	8.1%	$1,187,390,252	56
Communication Services	7.9%	$1,155,766,514	14
Energy	7.7%	$1,128,364,166	19
Unclassified	7.3%	$1,062,529,516	15
Real Estate	0.0%	$1,137,847	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
D	Dominion Energy, Inc	+1,009,616	1,014,837	$62,737,223
CMCSA	Comcast Corp	+950,652	3,227,699	$92,667,238
DKNG	DraftKings Inc.	+803,858	1,669,141	$36,086,828
PFE	Pfizer Inc	+482,503	5,626,122	$157,981,505
HOOD	Robinhood Markets, Inc.	+383,843	385,931	$26,745,018
NFLX	Netflix Inc	+351,599	1,841,822	$177,091,185
CMG	Chipotle Mexican Grill Inc	+278,244	2,298,417	$73,572,328
GE	General Electric Co	+265,194	404,936	$114,908,688
KHC	Kraft Heinz Co	+218,350	2,583,527	$58,103,522
MSFT	Microsoft Corp	+185,200	1,120,799	$414,886,165
AMZN	Amazon Com Inc	+178,803	2,128,797	$443,364,551
T	At&T Inc.	+176,850	4,270,141	$123,791,387
PG	PROCTER & GAMBLE Co	+166,978	1,062,532	$153,472,122
PPL	PPL Corp	+153,854	2,663,033	$101,727,860
DOW	Dow Inc.	+144,030	2,466,005	$102,709,108
LIN	Linde PLC	+141,349	339,982	$168,549,476
DD	DuPont de Nemours, Inc.	+123,051	1,197,483	$54,844,721
SO	Southern Co	+122,692	1,583,291	$152,819,247
MTCH	Match Group, Inc.	+120,591	2,215,603	$68,041,168
WTRG	Essential Utilities, Inc.	+120,105	1,808,639	$72,833,892
KMI	Kinder Morgan, Inc.	+118,326	2,843,227	$95,333,401
TMUS	T-Mobile US, Inc.	+118,016	403,831	$84,816,624
KMB	Kimberly Clark Corp	+109,351	486,548	$46,937,285
FCX	Freeport-Mcmoran Inc	+100,555	1,680,521	$98,781,024
PGR	Progressive Corp/Oh/	+91,181	438,969	$87,021,214
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AES	Aes Corp	−4,600,641	160,309	$2,258,753
PYPL	PayPal Holdings, Inc.	−949,358	16,830	$761,220
IBKR	Interactive Brokers Group, Inc.	−659,449	1,105,919	$74,173,987
OC	Owens Corning	−427,166	3,395	$367,406
SCCO	Southern Copper Corp/	−304,363	682,807	$117,483,747
ALB	Albemarle Corp	−272,905	599,454	$107,619,976
IAU	Ishares Gold Trust	−116,118	5,404,160	$476,430,745
KKR	KKR & Co. Inc.	−98,721	359,403	$33,244,777
CAT	Caterpillar Inc	−80,826	171,890	$121,777,189
SNOW	Snowflake Inc.	−76,088	176,892	$26,678,851
C	Citigroup Inc	−71,560	110,369	$12,516,948
GS	Goldman Sachs Group Inc	−41,707	99,209	$83,929,821
DASH	DoorDash, Inc.	−40,882	507,612	$76,217,941
BSX	Boston Scientific Corp	−39,626	55,203	$3,463,988
MRK	Merck & Co., Inc.	−30,301	168,610	$20,282,096
SCHW	Schwab Charles Corp	−27,383	163,843	$15,397,965
TJX	Tjx Companies Inc /De/	−27,313	141,207	$22,550,757
AAPL	Apple Inc.	−26,090	2,102,992	$533,718,339
MDB	MongoDB, Inc.	−25,644	26,289	$6,434,758
CL	Colgate Palmolive Co	−24,364	138,840	$11,833,333
KR	Kroger Co	−24,165	166,290	$12,032,744
XEL	Xcel Energy Inc	−23,911	148,218	$11,774,437
FSSL	FS Specialty Lending Fund	−20,686	25,117	$314,213
PEG	Public Service Enterprise Group Inc	−20,601	139,606	$11,301,105
ED	Consolidated Edison Inc	−17,460	103,738	$11,741,066
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	8,110	$1,941,534
AZN	Astrazeneca PLC	5,928	$1,169,120
CACI	Caci International Inc /De/	1,879	$1,021,931
BILL	BILL Holdings, Inc.	21,610	$827,663
CDNS	Cadence Design Systems Inc	2,277	$632,709
AVR	Anteris Technologies Global Corp.	101,082	$561,005
BWIN	Baldwin Insurance Group, Inc.	22,806	$500,363
CHRW	C. H. Robinson Worldwide, Inc.	2,986	$495,885
SNDK	Sandisk Corp	715	$454,268
COKE	Coca-Cola Consolidated, Inc.	1,940	$371,975
FAST	Fastenal Co	7,941	$368,462
BN	BROOKFIELD Corp /ON/	8,985	$363,622
CTVA	Corteva, Inc.	4,155	$347,815
FERG	Ferguson Enterprises Inc. /DE/	1,441	$336,127
ORLY	O Reilly Automotive Inc	3,410	$314,777
KTOS	Kratos Defense & Security Solutions, Inc.	4,108	$289,655
USB	US Bancorp De	5,545	$288,395
NFG	National Fuel Gas Co	3,000	$281,880
AGX	Argan Inc	514	$279,950
BE	Bloom Energy Corp	1,889	$255,940
PSX	Phillips 66	1,354	$246,671
UL	Unilever PLC	4,315	$245,825
LITE	Lumentum Holdings Inc.	340	$238,938
GRMN	Garmin Ltd	1,022	$237,114
WELL	Welltower Inc.	1,194	$236,065
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
TTD	Trade Desk, Inc.	14,349	$544,688
RF	Regions Financial Corp	12,787	$346,527
DOCS	Doximity, Inc.	6,859	$303,716
SAP	Sap SE	1,231	$299,022
STT	State Street Corp	2,287	$295,045
ZS	Zscaler, Inc.	1,300	$292,396
HPQ	Hp Inc	12,670	$282,287
KMX	Carmax Inc	6,939	$268,122
MSTR	Strategy Inc	1,752	$266,216
A	Agilent Technologies, Inc.	1,896	$257,988
HL	Hecla Mining Co/De/	12,395	$237,860
HROW	Harrow, Inc.	4,732	$231,868
NOW	ServiceNow, Inc.	1,487	$227,793
ATO	Atmos Energy Corp	1,313	$220,098
WEC	Wec Energy Group, Inc.	2,079	$219,251
FBTC	Fidelity Wise Origin Bitcoin Fund	2,869	$218,703
IR	Ingersoll Rand Inc.	2,748	$217,696
HLT	Hilton Worldwide Holdings Inc.	744	$213,714
CALM	Cal-Maine Foods Inc	2,669	$212,372
FISV	Fiserv Inc	3,109	$208,831
RBLX	Roblox Corp	2,491	$201,845
RITM	Rithm Capital Corp.	17,461	$190,324
AGNC	AGNC Investment Corp.	10,008	$107,285
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

338 tracked positions · $14,626,289,196 total · filing declares 511 positions · $38,522,644,623 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 338 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Added	5,951,012	+82,469	$551,599,302	+10.1%	3.77%
AAPL	Apple Inc. Technology	Reduced	2,102,992	-26,090	$533,718,339	−7.8%	3.65%
NVDA	Nvidia Corp Technology	Added	2,888,694	+3,066	$503,788,233	−6.4%	3.44%
IAU	Ishares Gold Trust	Reduced	5,404,160	-116,118	$476,430,745	+6.3%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,128,797	+178,803	$443,364,551	−1.5%	3.03%
MSFT	Microsoft Corp Technology	Added	1,120,799	+185,200	$414,886,165	−8.3%	2.84%
WMT	Walmart Inc. Consumer Defensive	Added	2,667,112	+21,105	$331,468,679	+12.4%	2.27%
META	Meta Platforms, Inc. Communication Services	Added	559,472	+76,416	$320,090,715	+0.4%	2.19%
XOM	ExxonMobil Holdings Corp Energy	Added	1,754,841	+58,665	$297,726,324	+45.9%	2.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	533,470	+29,369	$255,638,824	+0.9%	1.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	866,890	+26,853	$255,004,362	−5.8%	1.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	661,557	+12,435	$245,933,814	−15.8%	1.68%
LLY	ELI LILLY & Co Healthcare	Added	259,772	+10,171	$238,930,492	−10.9%	1.63%
JNJ	Johnson & Johnson Healthcare	Added	897,518	+8,139	$219,389,299	+19.2%	1.50%
MA	Mastercard Inc Financial Services	Added	404,083	+28,895	$201,904,111	−5.7%	1.38%
NEE	Nextera Energy Inc Utilities	Added	2,108,480	+40,719	$195,835,622	+18.0%	1.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	189,531	+9,571	$188,854,374	+21.7%	1.29%
CVX	Chevron Corp Energy	Added	873,185	+43,125	$180,661,976	+42.8%	1.24%
DUK	Duke Energy CORP Utilities	Added	1,358,766	+63,576	$177,916,820	+17.2%	1.22%
NFLX	Netflix Inc Communication Services	Added	1,841,822	+351,599	$177,091,185	+26.7%	1.21%
LIN	Linde PLC Basic Materials	Added	339,982	+141,349	$168,549,476	+99.0%	1.15%
ECL	Ecolab Inc. Basic Materials	Added	623,655	+20,984	$165,904,703	+4.9%	1.13%
PFE	Pfizer Inc Healthcare	Added	5,626,122	+482,503	$157,981,505	+23.3%	1.08%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	1,455,249	-9,341	$157,530,704	+7.7%	1.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,062,532	+166,978	$153,472,122	+19.6%	1.05%
SO	Southern Co Utilities	Added	1,583,291	+122,692	$152,819,247	+20.0%	1.04%
VLO	Valero Energy Corp/Tx Energy	Added	598,838	+20,509	$147,960,893	+57.2%	1.01%
DIS	Walt Disney Co Communication Services	Added	1,528,842	+89,582	$147,349,791	−10.0%	1.01%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	397,394	-2,494	$137,160,539	+16.8%	0.94%
AVGO	Broadcom Inc. Technology	Added	442,412	+4,989	$136,930,938	−9.6%	0.94%
BKR	Baker Hughes Co Energy	Added	2,234,731	+75,107	$136,430,327	+38.7%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	380,889	-7,852	$125,270,583	−6.4%	0.86%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	1,705,726	+52,845	$123,989,222	+30.5%	0.85%
T	At&T Inc. Communication Services	Added	4,270,141	+176,850	$123,791,387	+21.7%	0.85%
CAT	Caterpillar Inc Industrials	Reduced	171,890	-80,826	$121,777,189	−15.9%	0.83%
AMGN	Amgen Inc Healthcare	Added	342,412	+9,341	$120,477,662	+10.5%	0.82%
UNH	Unitedhealth Group Inc Healthcare	Added	442,159	+53,487	$119,643,803	−6.8%	0.82%
SRE	Sempra Utilities	Added	1,221,072	+36,887	$118,651,566	+13.5%	0.81%
HON	Honeywell International Inc Industrials	Added	524,883	+18,519	$118,639,323	+20.1%	0.81%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	682,807	-304,363	$117,483,747	−17.0%	0.80%
NUE	Nucor Corp Basic Materials	Added	688,836	+15,983	$116,482,167	+6.1%	0.80%
COP	Conocophillips Energy	Added	882,296	+73,268	$116,463,072	+53.8%	0.80%
GE	General Electric Co Industrials	Added	404,936	+265,194	$114,908,688	+167.0%	0.79%
WM	Waste Management Inc Industrials	Added	495,981	+21,117	$113,971,473	+9.2%	0.78%
AEP	American Electric Power Co Inc Utilities	Added	867,624	+45,127	$113,728,153	+19.9%	0.78%
UPS	United Parcel Service Inc Industrials	Added	1,147,635	+32,849	$112,904,331	+2.1%	0.77%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	388,184	+78,983	$112,763,570	+47.6%	0.77%
ABBV	AbbVie Inc. Healthcare	Added	514,594	+31,987	$111,919,049	+1.5%	0.77%
SBUX	Starbucks Corp Consumer Cyclical	Added	1,235,589	+54,259	$110,696,418	+11.3%	0.76%
VZ	Verizon Communications Inc Communication Services	Added	2,155,883	+44,258	$108,225,326	+25.8%	0.74%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.