Empower Advisory Group, LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 37,032,935
- Description
- Greenwood Village Colorado based fiduciary portfolio advisory practice with a manager led operating structure and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, valuation discipline and downside awareness, and active stewardship and governance oversight for planning centered advisory portfolios. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through investment policy adherence and exposure consistency.
- Website
- https://www.empower.com/
- Founded
- 2016
- 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 | 2/12/2026 | 501 | 37,032,935 | 13F-HR | Empower Advisory Group, LLC |
| Q3 2025 | 11/14/2025 | 528 | 36,075,142 | 13F-HR | Empower Advisory Group, LLC |
| Q2 2025 | 8/8/2025 | 497 | 33,389,746 | 13F-HR | Empower Advisory Group, LLC |
| Q4 2024 | 1/31/2025 | 498 | 29,693,879 | 13F-HR | Empower Advisory Group, LLC |
| Q3 2024 | 11/5/2024 | 502 | 29,579,464 | 13F-HR | Empower Advisory Group, LLC |
| Q2 2024 | 7/25/2024 | 490 | 26,940,156 | 13F-HR | Empower Advisory Group, LLC |
| Q1 2024 | 5/2/2024 | 495 | 26,710,715 | 13F-HR | Empower Advisory Group, LLC |
| Q4 2023 | 2/7/2024 | 475 | 25,396,881 | 13F-HR | Empower Advisory Group, LLC |
| Q3 2023 | 11/6/2023 | 459 | 22,618,916 | 13F-HR | Empower Advisory Group, LLC |
| Q2 2023 | 8/10/2023 | 481 | 23,192,673 | 13F-HR | Empower Advisory Group, LLC |
| Q1 2023 | 5/25/2023 | 484 | 22,267,755 | 13F-HR | Empower Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.08 M | 51.5% | 589.2 K | 0 | 589.2 K |
| ETFs | 16.24 M | 43.9% | 248.2 K | 0 | 248.2 K |
| Debt | 1.714 M | 4.6% | 120.4 K | 0 | 120.4 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
37,032,935
Holdings
501
QoQ value change ($000)
957,793
(2.7%)
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.