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Empowered Funds, LLC — 13F Holdings & Portfolio

CIK 1592828 · latest 13F-HR filed 2026-06-16

Backtest portfolio

Empowered Funds, LLC manages $15.67B in 13F-reported U.S. long-equity assets across 8,620 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (0.75%), VEA (0.69%), IDEV (0.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3803 WEST CHESTER PIKE
SUITE 150
NEWTOWN SQUARE, PA 19073
Phone
(215) 882-9983
Filing Manager
Empowered Funds, LLC
NEWTOWN SQUARE, PA
Signatory
Brian P, Massaro
Chief Technology Officer
Loading holdings…
AUM

$15.67B

Long-equity book

Holdings

8,620

Distinct positions

Period

2026-03-31

Filed 2026-06-16

Q/Q Activity

+0 / −0 / ↑0 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • ZUMIEZ INC-$3.6M -38.6%
  • ZURN ELKAY WATER SOLNS CORP-$256.6K -50.0%
Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $116.8M 0.75% 669,662 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $107.9M 0.69% 1,684,604 SH
3 ISHARES TR IDEV 46435G326 $107.8M 0.69% 1,290,231 SH
4 APPLE INC AAPL 037833100 $98.0M 0.63% 386,096 SH
5 NVIDIA CORPORATION NVDA 67066G104 $97.4M 0.62% 558,693 SH
6 EXXON MOBIL CORP XOM 30231G102 $92.5M 0.59% 545,361 SH
7 NVIDIA CORPORATION NVDA 67066G104 $89.7M 0.57% 514,303 SH
8 APPLE INC AAPL 037833100 $89.6M 0.57% 353,219 SH
9 ALPHABET INC GOOGL 02079K305 $88.0M 0.56% 306,146 SH
10 CHEVRON CORPORATION CVX 166764100 $82.3M 0.53% 397,977 SH
11 APPLE INC AAPL 037833100 $73.4M 0.47% 289,227 SH
12 MICROSOFT CORP MSFT 594918104 $71.1M 0.45% 192,055 SH
13 EA SERIES TRUST BOXX 02072L565 $71.1M 0.45% 611,146 SH
14 VANGUARD MALVERN FDS VTIP 922020805 $67.3M 0.43% 1,347,765 SH
15 MICROSOFT CORP MSFT 594918104 $66.2M 0.42% 178,706 SH
16 VANGUARD INTL EQUITY INDEX F VWO 922042858 $64.5M 0.41% 1,192,968 SH
17 ELI LILLY & CO LLY 532457108 $59.1M 0.38% 64,294 SH
18 MICROSOFT CORP MSFT 594918104 $57.3M 0.37% 154,904 SH
19 VISTRA CORP VST 92840M102 $55.3M 0.35% 368,025 SH
20 AMERICAN CENTY ETF TR AVRE 025072356 $54.5M 0.35% 1,237,572 SH
21 AMERICAN CENTY ETF TR AVDV 025072802 $54.3M 0.35% 543,283 SH
22 EA SERIES TRUST CAOS 02072L516 $54.2M 0.35% 597,146 SH
23 BROADCOM INC AVGO 11135F101 $53.5M 0.34% 172,723 SH
24 NVIDIA CORPORATION NVDA 67066G104 $51.5M 0.33% 295,559 SH
25 AMAZON COM INC AMZN 023135106 $49.9M 0.32% 239,640 SH
26 APPLE INC AAPL 037833100 $49.7M 0.32% 195,949 SH
27 BROADCOM INC AVGO 11135F101 $49.5M 0.32% 159,974 SH
28 SCHWAB STRATEGIC TR SCHR 808524854 $48.0M 0.31% 1,933,622 SH
29 ALPHABET INC GOOGL 02079K305 $44.4M 0.28% 154,375 SH
30 ALPHABET INC GOOGL 02079K305 $43.5M 0.28% 151,161 SH
31 AMERICAN CENTY ETF TR AVES 025072372 $42.8M 0.27% 713,801 SH
32 BROADCOM INC AVGO 11135F101 $41.5M 0.26% 134,146 SH
33 AMAZON COM INC AMZN 023135106 $40.2M 0.26% 193,136 SH
34 EA SERIES TRUST BOXX 02072L565 $39.3M 0.25% 338,116 SH
35 AMAZON COM INC AMZN 023135106 $38.8M 0.25% 186,148 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $37.6M 0.24% 127,690 SH
37 META PLATFORMS INC META 30303M102 $37.0M 0.24% 64,746 SH
38 NETFLIX INC. NFLX 64110L106 $35.8M 0.23% 372,373 SH
39 ISHARES TR STIP 46429B747 $35.8M 0.23% 346,824 SH
40 ALPHABET INC GOOG 02079K107 $35.1M 0.22% 122,500 SH
41 CF INDUSTRIES HOLD CF 125269100 $34.0M 0.22% 261,987 SH
42 ALPHABET INC GOOGL 02079K305 $33.2M 0.21% 115,625 SH
43 ISHARES TR IOO 464287572 $33.1M 0.21% 274,000 SH
44 GE VERNOVA INC GEV 36828A101 $32.3M 0.21% 36,981 SH
45 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $32.2M 0.21% 95,230 SH
46 VERTIV HOLDINGS CO VRT 92537N108 $31.6M 0.20% 125,998 SH
47 META PLATFORMS INC META 30303M102 $31.5M 0.20% 55,120 SH
48 META PLATFORMS INC META 30303M102 $31.5M 0.20% 54,998 SH
49 CIRRUS LOGIC INC CRUS 172755100 $29.8M 0.19% 205,832 SH
50 EXPEDIA GROUP INC EXPE 30212P303 $28.2M 0.18% 122,280 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $15.68B 8,595 0001592828-26-000005
2026-03-31 2026-06-16 $15.67B 8,620 0001592828-26-000006
2025-12-31 2026-02-18 $5.89B 3,248 0001592828-26-000004
2025-12-31 2026-02-11 $12.57B 6,524 0001592828-26-000003