Empower Advisory Group, LLC

CIK 1978885 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $38.5B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: INTL EQTY ETF · position key `pos:12476` · issuer key `iss:1633`	ADD	+$250M	+4,917,272	$4.3B	$4.6B	180,778,097	185,695,369
—	share class as filed: RUSSELL 2000 ETF · position key `pos:15702` · issuer key `iss:1012`	ADD	+$45.5M	+120,455	$2.1B	$2.1B	8,470,296	8,590,751
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$89.0M	+1,464,071	$1.8B	$1.9B	34,070,052	35,534,123
—	share class as filed: SHORT TRM BOND · position key `pos:10984` · issuer key `iss:2477`	ADD	+$115M	+1,573,272	$1.7B	$1.8B	20,972,198	22,545,470
—	share class as filed: REAL ESTATE ETF · position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `iss:2483`	ADD	+$68.0M	+728,138	$1.4B	$1.5B	16,150,941	16,879,079
—	share class as filed: US TIPS ETF · position key `pos:17475` · issuer key `iss:1633`	ADD	+$98.0M	+3,460,522	$1.3B	$1.4B	49,666,971	53,127,493
—	share class as filed: INTER TERM TREAS · position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `iss:2482`	ADD	+$93.3M	+1,706,338	$1.3B	$1.4B	21,891,841	23,598,179
—	share class as filed: US SML CAP ETF · position key `pos:11515` · issuer key `iss:1633`	ADD	+$104M	+2,879,382	$969M	$1.1B	34,024,368	36,903,750
—	share class as filed: USD INV GRDE ETF · position key `pos:16582` · issuer key `iss:1013`	ADD	+$63.2M	+1,432,900	$979M	$1.0B	18,917,043	20,349,943
—	share class as filed: LONG TERM TREAS · position key `sid:sec:prov:0642809ea123953125be984c495918ab` · issuer key `iss:2482`	ADD	+$56.3M	+1,132,293	$804M	$860M	14,411,863	15,544,156
—	share class as filed: FTSE SMCAP ETF · position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `iss:2480`	ADD	+$20.1M	+54,473	$709M	$729M	4,944,180	4,998,653
—	share class as filed: GLB EX US ETF · position key `sid:sec:prov:4ae6e5e370779fa3136d4bcb6bdffb76` · issuer key `iss:2480`	ADD	−$1.3M	+414,047	$649M	$648M	14,158,418	14,572,465
—	share class as filed: OPTIMUM YIELD · position key `sid:sec:prov:bef9316abbc3a8eebd6ee52ecb807d25` · issuer key `cusip6:46090F`	ADD	+$162M	+1,606,945	$436M	$598M	32,894,638	34,501,583
—	share class as filed: BLOOMBERG EMERGI · position key `pos:11124` · issuer key `iss:1602`	ADD	+$12.8M	+1,541,701	$558M	$571M	26,107,425	27,649,126
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPDR GLD MINIS · position key `pos:14579` · issuer key `iss:1990`	ADD	+$50.6M	+82,469	$501M	$552M	5,868,543	5,951,012
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$45.1M	−26,090	$579M	$534M	2,129,082	2,102,992
—	share class as filed: ESG AW MSCI EAFE · position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G`	TRIM	−$101M	−1,088,415	$624M	$523M	6,562,442	5,474,027
—	share class as filed: 0-5YR HI YL CP · position key `pos:17088` · issuer key `iss:2405`	ADD	+$34.1M	+953,377	$478M	$512M	11,141,123	12,094,500
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	−$34.4M	+3,066	$538M	$504M	2,885,628	2,888,694
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ISHARES NEW · position key `pos:11871` · issuer key `iss:1011`	TRIM	+$28.3M	−116,118	$448M	$476M	5,520,278	5,404,160

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
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: US AGGREGATE B · position key `pos:13824` · issuer key `iss:1633`	NO CHANGE	−$5.9K	$917K	$911K	39,228	39,228
—	share class as filed: XTRACK MSCI EURP · position key `sid:sec:prov:f523b8fe0dcc91169b4ee8065e7a26a1` · issuer key `cusip6:233051`	NO CHANGE	+$12.2K	$813K	$825K	16,931	16,931
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15789` · issuer key `iss:529`	NO CHANGE	−$177K	$885K	$708K	37,515	37,515
—	share class as filed: SP DWJNS SUKUK · position key `sid:sec:prov:47dbfb5eeb9cba8a6fed7bac16dbe998` · issuer key `iss:2469`	NO CHANGE	−$13.6K	$697K	$684K	38,197	38,197
—	share class as filed: PHYSCL GOLD SHS · position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A`	NO CHANGE	+$49.6K	$575K	$625K	14,000	14,000
—	share class as filed: COM · position key `sid:sec:prov:85778afc0d4ed5133425798078680edb` · issuer key `cusip6:12135Y`	NO CHANGE	−$185	$576K	$575K	9,239	9,239
—	share class as filed: PSHS ULTRA QQQ · position key `sid:sec:prov:5e2560c991a548f1a2d5cda3c4188e22` · issuer key `cusip6:74347R`	NO CHANGE	−$81.8K	$612K	$530K	8,696	8,696
—	share class as filed: LARGE CAP CRE · position key `sid:sec:prov:10e646e5d274d7ed35a5394ec1c22401` · issuer key `cusip6:74347R`	NO CHANGE	−$34.2K	$560K	$526K	7,027	7,027
—	share class as filed: COM CL A · position key `sid:sec:prov:04db8e230f7d6fd2ef9baff81e023a68` · issuer key `cusip6:98139A`	NO CHANGE	−$227K	$735K	$508K	8,521	8,521
—	share class as filed: COM · position key `sid:sec:prov:a8b2e69bbc833464570077c7345bbfa6` · issuer key `cusip6:210502`	NO CHANGE	−$100K	$584K	$484K	62,558	62,558
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15407` · issuer key `iss:1799`	NO CHANGE	−$196K	$613K	$418K	4,640	4,640
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15801` · issuer key `iss:182`	NO CHANGE	+$77.7K	$337K	$415K	6,219	6,219
—	share class as filed: COM · position key `sid:sec:prov:e8c210d4e7840330f3af970f9f502144` · issuer key `cusip6:164024`	NO CHANGE	−$15.0K	$424K	$409K	7,598	7,598
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14497` · issuer key `iss:197`	NO CHANGE	−$1.5K	$373K	$372K	110	110
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11166` · issuer key `iss:640`	NO CHANGE	−$757	$336K	$336K	1,646	1,646
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13168` · issuer key `iss:1105`	NO CHANGE	−$241K	$561K	$320K	56,500	56,500
—	share class as filed: TECH ALPHADEX · position key `sid:sec:prov:72e2a7e5708adcd3be1e7f0ff54d834b` · issuer key `iss:2381`	NO CHANGE	−$19.0K	$339K	$320K	2,015	2,015
—	share class as filed: COM SH BEN INT · position key `sid:sec:prov:1bbe22b229b05e70f9ec5041061de81b` · issuer key `cusip6:128125`	NO CHANGE	−$38.3K	$353K	$315K	18,409	18,409
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17986` · issuer key `iss:1846`	NO CHANGE	+$88.4K	$206K	$295K	373	373
—	share class as filed: COM · position key `sid:sec:prov:3ff341420d0b3d8afc8675d45e78ca96` · issuer key `cusip6:915271`	NO CHANGE	+$12.5K	$269K	$282K	8,217	8,217
—	share class as filed: 0-3 MO TREAS BIL · position key `sid:sec:prov:e74d5a9399c97d25b1a6f503cdec3593` · issuer key `cusip6:922040`	NO CHANGE	+$787	$270K	$270K	3,575	3,575
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17264` · issuer key `iss:136`	NO CHANGE	+$55.1K	$196K	$251K	11,000	11,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:12993` · issuer key `iss:1898`	NO CHANGE	+$131K	$100K	$232K	14,695	14,695
—	share class as filed: LADERD ALCTN PWR · position key `sid:sec:prov:ad392383a7b39b7cb120d44eb4dfee04` · issuer key `cusip6:45783Y`	NO CHANGE	−$2.0K	$220K	$218K	4,413	4,413
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:12980` · issuer key `iss:964`	NO CHANGE	−$60.7K	$251K	$190K	14,080	14,080
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17698` · issuer key `iss:1300`	NO CHANGE	−$32.2K	$205K	$172K	22,206	22,206
—	share class as filed: COM · position key `sid:sec:prov:48c22817d0282f6adb49db4d70f4dfa8` · issuer key `cusip6:27829F`	NO CHANGE	−$16.5K	$181K	$165K	19,000	19,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14965` · issuer key `iss:1694`	NO CHANGE	−$50.4K	$213K	$162K	12,117	12,117
—	share class as filed: COM · position key `sid:sec:prov:2c623cd0729bf2a7e5b754af3c8dcfdd` · issuer key `cusip6:816307`	NO CHANGE	−$201K	$363K	$162K	257,344	257,344
—	share class as filed: COM · position key `pos:13255` · issuer key `iss:2426`	NO CHANGE	+$44.4K	$97.9K	$142K	18,569	18,569
—	share class as filed: COM · position key `sid:sec:prov:f93c0334aad9774e8f239e43b48d2d14` · issuer key `cusip6:63942X`	NO CHANGE	+$18.0K	$78.8K	$96.8K	11,032	11,032
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18243` · issuer key `iss:849`	NO CHANGE	−$5.9K	$57.2K	$51.3K	11,823	11,823

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

384 issuers · 511 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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 66.1%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 320 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 511 / 511median book 97.5 positions

554 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.