Empower Advisory Group, LLC

Greenwood Village, CO · CIK 1978885 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2000 · limited liability company

Assets managed$195.4bn
Staff8,051 · 6,138 in investment roles
Main clients (by assets)Individuals 65%, High net worth individuals 20%, State and local governments 13%
Websiteempower.com
Form ADV · 2026-07-09SEC adviser record

Kindmutual funds, wealth
Others nearbyEnglewood, CO, Waltham, MA, Leawood, KS, Congers, NY, Boston, MA, Hartford, CT
FamilyEmpower Advisory Group, LLC · 2 related pages

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Greenwood Village, CO (main office)United States	United States	about 6,119
Waltham, MAUnited States	United States	7
Overland Park, KSUnited States	United States	5
Honolulu, HIUnited States	United States	3
Boston, MAUnited States	United States	2
Hartford, CTUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$41.9bn reported value +8.8% vs Q1 2026

532positions

46.7%in top 10

45 new 243 added 189 reduced 23 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	182,562,625	$5.1bn12.06%	12.06%	Reduced -3.1m	-3,132,744 -1.7%
2	ISHARES TR RUSSELL 2000 ETF IWM	IWM	7,928,734	$2.4bn5.68%	5.68%	Reduced -662.0k	-662,017 -7.7%
3	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	35,767,193	$2.1bn5.09%	5.09%	Added +233.1k	+233,070 0.7%
4	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	24,303,617	$1.9bn4.52%	4.52%	Added +1.8m	+1,758,147 7.8%
5	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	17,590,235	$1.7bn4.05%	4.05%	Added +711.2k	+711,156 4.2%
6	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	25,562,812	$1.5bn3.60%	3.60%	Added +2.0m	+1,964,633 8.3%
7	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	56,682,533	$1.5bn3.58%	3.58%	Added +3.6m	+3,555,040 6.7%
8	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	37,697,754	$1.4bn3.25%	3.25%	Added +794.0k	+794,004 2.1%
9	ISHARES TR USD INV GRDE ETF USIG	USIG	21,938,094	$1.1bn2.68%	2.68%	Added +1.6m	+1,588,151 7.8%
10	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	16,920,030	$933.6m2.23%	2.23%	Added +1.4m	+1,375,874 8.8%
11	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	5,041,385	$777.8m1.86%	1.86%	Added +42.7k	+42,732 0.8%
12	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	15,483,969	$694.5m1.66%	1.66%	Added +911.5k	+911,504 6.2%
13	SPDR SER TR BLOOMBERG EMERGI EBND	EBND	29,889,679	$625.3m1.49%	1.49%	Added +2.2m	+2,240,553 8.1%
14	APPLE INC COM AAPL	AAPL	2,096,561	$606.7m1.45%	1.45%	Reduced -6.4k	-6,431 -0.3%
15	NVIDIA CORPORATION COM NVDA	NVDA	2,832,261	$566.7m1.35%	1.35%	Reduced -56.4k	-56,433 -1.9%
16	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	5,431,650	$558.4m1.33%	1.33%	Reduced -42.4k	-42,377 -0.8%
17	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	13,050,164	$553.5m1.32%	1.32%	Added +955.7k	+955,664 7.9%
18	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	6,581,765	$522.7m1.25%	1.25%	Added +630.8k	+630,753 10.6%
19	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	32,745,235	$520.0m1.24%	1.24%	Reduced -1.8m	-1,756,348 -5.1%
20	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,378,311	$510.0m1.22%	1.22%	Added +77.0k	+77,008 5.9%
21	AMAZON COM INC COM AMZN	AMZN	2,139,156	$509.8m1.22%	1.22%	Added +10.4k	+10,359 0.5%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	1,429,431	$505.1m1.20%	1.20%	Added +1.3k	+1,268 0.1%
23	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	9,884,431	$478.7m1.14%	1.14%	Added +1.1m	+1,115,273 12.7%
24	MICROSOFT CORP COM MSFT	MSFT	1,174,622	$438.2m1.05%	1.05%	Added +53.8k	+53,823 4.8%
25	ISHARES GOLD TR ISHARES NEW IAU	IAU	5,237,754	$395.5m0.94%	0.94%	Reduced -166.4k	-166,406 -3.1%
26	META PLATFORMS INC CL A META	META	608,286	$342.6m0.82%	0.82%	Added +48.8k	+48,814 8.7%
27	ELI LILLY & CO COM LLY	LLY	268,075	$321.5m0.77%	0.77%	Added +8.3k	+8,303 3.2%
28	WALMART INC COM WMT	WMT	2,678,512	$303.4m0.72%	0.72%	Added +11.4k	+11,400 0.4%
29	JPMORGAN CHASE & CO COM JPM	JPM	884,396	$289.5m0.69%	0.69%	Added +17.5k	+17,506 2.0%
30	TESLA INC COM TSLA	TSLA	687,262	$289.1m0.69%	0.69%	Added +25.7k	+25,705 3.9%
31	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	553,421	$276.9m0.66%	0.66%	Added +20.0k	+19,951 3.7%
32	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	4,655,004	$254.6m0.61%	0.61%	Reduced -568.1k	-568,145 -10.9%
33	EXXON MOBIL CORP COM XOM	XOM	1,778,973	$243.2m0.58%	0.58%	Added +24.1k	+24,132 1.4%
34	JOHNSON & JOHNSON COM JNJ	JNJ	905,317	$229.9m0.55%	0.55%	Added +7.8k	+7,799 0.9%
35	MASTERCARD INCORPORATED CL A MA	MA	439,850	$225.9m0.54%	0.54%	Added +35.8k	+35,767 8.8%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	501,433	$208.4m0.50%	0.50%	Added +59.3k	+59,274 13.4%
37	NEXTERA ENERGY INC COM NEE	NEE	2,148,375	$188.6m0.45%	0.45%	Added +39.9k	+39,895 1.9%
38	LINDE PLC SHS LIN	LIN	351,687	$182.5m0.44%	0.44%	Added +11.7k	+11,705 3.4%
39	CATERPILLAR INC COM CAT	CAT	171,332	$182.5m0.44%	0.44%	Reduced -558	-558 -0.3%
40	COSTCO WHSL CORP NEW COM COST	COST	194,416	$181.9m0.43%	0.43%	Added +4.9k	+4,885 2.6%
41	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,406,743	$178.1m0.42%	0.42%	Added +48.0k	+47,977 3.5%
42	GE AEROSPACE COM NEW GE	GE	475,630	$177.8m0.42%	0.42%	Added +70.7k	+70,694 17.5%
43	ISHARES TR RUS 1000 ETF IWB	IWB	430,492	$176.3m0.42%	0.42%	Reduced -12.1k	-12,067 -2.7%
44	PROCTER AND GAMBLE CO COM PG	PG	1,147,249	$168.2m0.40%	0.40%	Added +84.7k	+84,717 8.0%
45	BROADCOM INC COM AVGO	AVGO	440,326	$166.3m0.40%	0.40%	Reduced -2.1k	-2,086 -0.5%
46	DOORDASH INC CL A DASH	DASH	886,708	$163.6m0.39%	0.39%	Added +379.1k	+379,096 74.7%
47	SOUTHERN CO COM SO	SO	1,634,931	$156.5m0.37%	0.37%	Added +51.6k	+51,640 3.3%
48	DISNEY WALT CO COM DIS	DIS	1,606,937	$154.7m0.37%	0.37%	Added +78.1k	+78,095 5.1%
49	NUCOR CORP COM NUE	NUE	683,400	$152.2m0.36%	0.36%	Reduced -5.4k	-5,436 -0.8%
50	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	709,955	$151.1m0.36%	0.36%	Added +59.3k	+59,273 9.1%
51	CHEVRON CORP NEW COM CVX	CVX	893,452	$148.1m0.35%	0.35%	Added +20.3k	+20,267 2.3%
52	HOME DEPOT INC COM HD	HD	418,548	$147.6m0.35%	0.35%	Added +37.7k	+37,659 9.9%
53	ECOLAB INC COM ECL	ECL	502,698	$140.1m0.33%	0.33%	Reduced -121.0k	-120,957 -19.4%
54	MONSTER BEVERAGE CORP NEW COM MNST	MNST	1,453,855	$139.7m0.33%	0.33%	Added +15.7k	+15,670 1.1%
55	NETFLIX INC COM NFLX	NFLX	1,924,471	$137.4m0.33%	0.33%	Added +82.6k	+82,649 4.5%
56	NEWMONT CORP COM NEM	NEM	1,452,242	$135.6m0.32%	0.32%	Reduced -3.0k	-3,007 -0.2%
57	SOUTHERN COPPER CORP COM SCCO	SCCO	761,440	$132.7m0.32%	0.32%	Added +78.6k	+78,633 11.5%
58	ARCHER DANIELS MIDLAND CO COM ADM	ADM	1,718,328	$131.3m0.31%	0.31%	Added +12.6k	+12,602 0.7%
59	STARBUCKS CORP COM SBUX	SBUX	1,256,740	$128.4m0.31%	0.31%	Added +21.2k	+21,151 1.7%
60	ABBVIE INC COM ABBV	ABBV	507,376	$127.7m0.30%	0.30%	Reduced -7.2k	-7,218 -1.4%
61	AMGEN INC COM AMGN	AMGN	349,667	$126.6m0.30%	0.30%	Added +7.3k	+7,255 2.1%
62	UNITED PARCEL SERVICE INC CL B UPS	UPS	1,159,700	$124.7m0.30%	0.30%	Added +12.1k	+12,065 1.1%
63	AMERICAN ELEC PWR CO INC COM AEP	AEP	883,476	$120.9m0.29%	0.29%	Added +15.9k	+15,852 1.8%
64	COCA COLA CO COM KO	KO	1,483,851	$120.6m0.29%	0.29%	Added +168.9k	+168,927 12.8%
65	DOLLAR TREE INC COM DLTR	DLTR	996,913	$120.6m0.29%	0.29%	Added +29.8k	+29,764 3.1%
66	AIR PRODS & CHEMS INC COM APD	APD	403,505	$118.3m0.28%	0.28%	Added +15.3k	+15,321 4.0%
67	CONOCOPHILLIPS COM COP	COP	1,121,787	$116.6m0.28%	0.28%	Added +239.5k	+239,491 27.1%
68	PFIZER INC COM PFE	PFE	4,830,581	$116.3m0.28%	0.28%	Reduced -795.5k	-795,541 -14.1%
69	BANK AMERICA CORP COM BAC	BAC	2,023,849	$115.3m0.28%	0.28%	Added +20.2k	+20,229 1.0%
70	WASTE MGMT INC DEL COM WM	WM	516,221	$115.1m0.27%	0.27%	Added +20.2k	+20,240 4.1%
71	CONSTELLATION ENERGY CORP COM CEG	CEG	456,220	$113.3m0.27%	0.27%	Added +101.2k	+101,167 28.5%
72	FREEPORT-MCMORAN INC CL B FCX	FCX	1,716,132	$107.9m0.26%	0.26%	Added +35.6k	+35,611 2.1%
73	PROGRESSIVE CORP COM PGR	PGR	493,071	$107.7m0.26%	0.26%	Added +54.1k	+54,102 12.3%
74	SEMPRA COM SRE	SRE	1,146,724	$106.3m0.25%	0.25%	Reduced -74.3k	-74,348 -6.1%
75	ILLINOIS TOOL WKS INC COM ITW	ITW	391,313	$105.8m0.25%	0.25%	Added +4.7k	+4,685 1.2%
76	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	1,151,797	$101.2m0.24%	0.24%	Reduced -907.8k	-907,842 -44.1%
77	GOLDMAN SACHS GROUP INC COM GS	GS	99,927	$101.1m0.24%	0.24%	Added +718	+718 0.7%
78	VULCAN MATLS CO COM VMC	VMC	341,908	$100.9m0.24%	0.24%	Added +40.7k	+40,672 13.5%
79	VALERO ENERGY CORP COM VLO	VLO	383,974	$100.0m0.24%	0.24%	Reduced -214.9k	-214,864 -35.9%
80	SHERWIN WILLIAMS CO COM SHW	SHW	289,805	$99.8m0.24%	0.24%	Added +1.3k	+1,263 0.4%
81	PPL CORP COM PPL	PPL	2,727,832	$99.2m0.24%	0.24%	Added +64.8k	+64,799 2.4%
82	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	340,136	$98.8m0.24%	0.24%	Reduced -57.3k	-57,258 -14.4%
83	FORTINET INC COM FTNT	FTNT	635,048	$97.6m0.23%	0.23%	Reduced -385.3k	-385,290 -37.8%
84	VERIZON COMMUNICATIONS INC COM VZ	VZ	2,286,352	$96.8m0.23%	0.23%	Added +130.5k	+130,469 6.0%
85	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	1,111,873	$96.8m0.23%	0.23%	Added +6.0k	+5,954 0.5%
86	SYSCO CORP COM SYY	SYY	1,156,132	$96.6m0.23%	0.23%	Added +26.6k	+26,566 2.4%
87	PINNACLE WEST CAP CORP COM PNW	PNW	901,686	$96.5m0.23%	0.23%	Added +14.1k	+14,077 1.6%
88	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	2,818,363	$95.8m0.23%	0.23%	Added +519.9k	+519,946 22.6%
89	TARGET CORP COM TGT	TGT	728,102	$95.1m0.23%	0.23%	Added +16.1k	+16,139 2.3%
90	RTX CORPORATION COM RTX	RTX	497,192	$94.3m0.23%	0.23%	Added +22.4k	+22,406 4.7%
91	MASCO CORP COM MAS	MAS	1,159,225	$94.3m0.23%	0.23%	Added +27.0k	+27,036 2.4%
92	EVERSOURCE ENERGY COM ES	ES	1,301,909	$94.1m0.22%	0.22%	Added +25.8k	+25,828 2.0%
93	EVERGY INC COM EVRG	EVRG	1,082,040	$93.5m0.22%	0.22%	Added +13.6k	+13,590 1.3%
94	KINDER MORGAN INC DEL COM KMI	KMI	2,880,841	$92.1m0.22%	0.22%	Added +37.6k	+37,614 1.3%
95	ABBOTT LABS COM ABT	ABT	934,540	$84.8m0.20%	0.20%	Reduced -13.6k	-13,585 -1.4%
96	COMCAST CORP NEW CL A CMCSA	CMCSA	3,436,733	$84.4m0.20%	0.20%	Added +209.0k	+209,034 6.5%
97	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	510,183	$83.5m0.20%	0.20%	Added +6.5k	+6,535 1.3%
98	BOEING CO COM BA	BA	385,384	$83.4m0.20%	0.20%	Added +27.7k	+27,725 7.8%
99	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	363,505	$83.2m0.20%	0.20%	Added +19.8k	+19,765 5.8%
100	PEPSICO INC COM PEP	PEP	612,908	$83.0m0.20%	0.20%	Added +44.9k	+44,890 7.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		262,442	$118.6m262.4k shares
DUPONT DE NEMOURS INC DWDP	DWDP	399,161	$54.8m399.2k shares
MASIMO CORP MASI	MASI	14,105	$2.5m14.1k shares
BILL HOLDINGS INC BILL	BILL	21,610	$827.7k21.6k shares
BURKE HERBERT FINL SVCS CORP BHRB	BHRB	9,239	$575.5k9.2k shares
ISHARES TR LQD	LQD	4,887	$532.6k4.9k shares
D R HORTON INC DHI	DHI	3,538	$485.5k3.5k shares
CONSUMER PORTFOLIO SVCS INC CPSS	CPSS	62,558	$483.6k62.6k shares
ASSURANT INC AIZ	AIZ	2,083	$453.7k2.1k shares
MCCORMICK & CO INC MKC	MKC	8,438	$425.6k8.4k shares
THOMSON REUTERS CORP		4,640	$417.5k4.6k shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	4,108	$289.7k4.1k shares
UNILEVER PLC UL	UL	4,315	$245.8k4.3k shares
ISHARES TR MBB	MBB	2,444	$232.1k2.4k shares
FIDELITY COVINGTON TRUST FHLC	FHLC	3,221	$226.6k3.2k shares
VANGUARD BD INDEX FDS BIV	BIV	2,829	$218.3k2.8k shares
ARK 21SHARES BITCOIN ETF ARKB	ARKB	9,640	$216.8k9.6k shares
SCHWAB STRATEGIC TR SCHV	SCHV	7,038	$214.7k7.0k shares
MARKEL GROUP INC MKL	MKL	107	$204.8k107 shares
AMERIPRISE FINL INC AMP	AMP	455	$202.2k455 shares
PROLOGIS INC. PLD	PLD	1,527	$201.8k1.5k shares
NAVITAS SEMICONDUCTOR CORP NVTS	NVTS	11,032	$96.8k11.0k shares
BLACKBERRY LTD BB	BB	20,301	$65.8k20.3k shares