Empower Advisory Group, LLC

Empower Advisory Group, LLC declares $4.7B in 75 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 11.1% of its $41.9B 13F portfolio. Largest positions: Apple (0.01% of the company) and NVIDIA (0.01% of the company). It is a private wealth platform: it holds shares for many client accounts, so its trades are left out of the quarter's moves on /holders. Over time: $4.7B in 75 of these companies for Q2 2026, against $1.9B in 52 for Q1 2023 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $203.1M and sold $163.4M of these stocks, at the quarter's prices: a net purchase of $39.6M; 9 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Empower Advisory Group, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +7.7% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +18.6% (SMH +87.2%). Over three years, quarter after quarter: +120.7% (SMH +325.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL) — $606.7M: 2.1M shares, 0.01% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q1 2023
2. NVIDIA (NVDA) — $566.7M: 2.8M shares, 0.01% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q1 2023
3. Alphabet (GOOGL) — $534.0M: 1.5M shares, 0.01% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q1 2023
4. Amazon (AMZN) — $509.8M: 2.1M shares, 0.02% of the company, 1.2% of its portfolio (added this quarter); held since Q1 2023
5. Microsoft (MSFT) — $438.2M: 1.2M shares, 0.02% of the company, 1.0% of its portfolio (added this quarter); held since Q1 2023
6. Meta Platforms (META) — $342.6M: 608,286 shares, 0.02% of the company, 0.82% of its portfolio (added this quarter); held since Q1 2023
7. NextEra Energy (NEE) — $188.6M: 2.1M shares, 0.10% of the company, 0.45% of its portfolio (added this quarter); held since Q1 2023
8. Caterpillar (CAT) — $182.5M: 171,332 shares, 0.04% of the company, 0.44% of its portfolio (trimmed this quarter); held since Q1 2023
9. Duke Energy (DUK) — $178.1M: 1.4M shares, 0.18% of the company, 0.42% of its portfolio (added this quarter); held since Q1 2023
10. Broadcom (AVGO) — $166.3M: 440,326 shares, 0.01% of the company, 0.40% of its portfolio (trimmed this quarter); held since Q1 2023
11. Southern Company (SO) — $156.5M: 1.6M shares, 0.14% of the company, 0.37% of its portfolio (added this quarter); held since Q1 2023
12. American Electric Power (AEP) — $120.9M: 883,476 shares, 0.16% of the company, 0.29% of its portfolio (added this quarter); held since Q1 2023
13. Constellation Energy (CEG) — $113.3M: 456,220 shares, 0.13% of the company, 0.27% of its portfolio (added this quarter); held since Q1 2024
14. Fortinet (FTNT) — $97.6M: 635,048 shares, 0.09% of the company, 0.23% of its portfolio (trimmed this quarter); held since Q1 2023
15. Snowflake (SNOW) — $79.2M: 311,068 shares, 0.09% of the company, 0.19% of its portfolio (added this quarter); held since Q2 2025

By sector

• Cloud & AI giants — $2.4B, 52% of its AI holdings, 6 companies
• Power, electrical & cooling — $1.1B, 24% of its AI holdings, 21 companies
• Chips & compute — $763.9M, 16% of its AI holdings, 10 companies
• AI software — $289.3M, 6% of its AI holdings, 14 companies
• Equipment & test — $20.6M, 0% of its AI holdings, 6 companies
• Optics — $11.9M, 0% of its AI holdings, 2 companies
• Memory & storage — $9.7M, 0% of its AI holdings, 5 companies
• Interconnect — $8.2M, 0% of its AI holdings, 4 companies
• Servers & systems — $7.9M, 0% of its AI holdings, 5 companies
• Neoclouds & data centers — $575,202.00, 0% of its AI holdings, 2 companies

Biggest changes this quarter

• trimmed Dominion Energy (D): -$68.7M at the quarter's price
• opened a position in Exelon (EXC): +$68.6M at the quarter's price
• trimmed Fortinet (FTNT): -$59.2M at the quarter's price
• added to Snowflake (SNOW): +$34.1M at the quarter's price
• added to Meta Platforms (META): +$27.5M at the quarter's price
• added to Constellation Energy (CEG): +$25.1M at the quarter's price
• added to Microsoft (MSFT): +$20.1M at the quarter's price
• trimmed NVIDIA (NVDA): -$11.3M at the quarter's price
• trimmed Vistra (VST): -$8.8M at the quarter's price
• added to Duke Energy (DUK): +$6.1M at the quarter's price

Other holders of this size

• Raiffeisen Bank International AG — $4.6B in 104 of these companies
• DSM CAPITAL PARTNERS LLC — $4.7B in 43 of these companies
• MAVERICK CAPITAL LTD — $4.6B in 81 of these companies
• MAIRS & POWER INC — $4.7B in 39 of these companies
• WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST — $4.6B in 7 of these companies
• Compagnie Lombard Odier SCmA — $4.7B in 73 of these companies
• Schonfeld Strategic Advisors LLC — $4.6B in 164 of these companies
• INTECH INVESTMENT MANAGEMENT LLC — $4.7B in 185 of these companies

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