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Empowered Funds, LLC

CIK:0001592828
Asset Manager
$16B AUM
1,746 holdings
Havertown, PA, United States
Founded:2013
28 employees
Latest filing:Jun 30, 2025

Empowered Funds, LLC is an SEC-registered investment adviser and asset manager headquartered in Havertown, Pennsylvania. Founded in 2013, the firm primarily sponsors and manages ETFs under the ETF Architect brand, serving investment companies, high net worth individuals, and institutional investors. The firm has approximately 28 employees as of 2025, with a focus on providing ETF management and investment advisory services.

Investment Strategy

Empowered Funds, LLC primarily acts as an ETF sponsor and adviser, offering a range of equity-focused and rules-based investment strategies through its ETF Architect platform. Its investment approach is rooted in systematic, evidence-based methodologies, targeting factor exposures such as value, momentum, and quality. The firm emphasizes transparency, cost efficiency, and academic rigor in portfolio construction, catering to institutional and advisory clients seeking diversified, long-term investment solutions.

Top Buys
M
MSFTMICROSOFT CORP
+$100.3M
N
NVDANVIDIA CORPORATION
+$91.8M
A
AVGOBROADCOM INC
+$45.5M
A
AMZNAMAZON COM INC
+$44.1M
N
NFLXNETFLIX INC
+$38.1M
Top Sells
V
VTIPVANGUARD MALVERN FDS
-$31.3M
L
LTPZPIMCO ETF TR
-$15.7M
C
CORTCORCEPT THERAPEUTICS INC
-$13.8M
T
TGTTARGET CORP
-$13.4M
M
MOATVANECK ETF TRUST
-$13.4M

Top Holdings

N
NVDANVIDIA CORPORATION
+2.2%$194.6M
M
MSFTMICROSOFT CORP
+2.0%$180.0M
A
AAPLAPPLE INC
+1.5%$135.0M
V
VEAVANGUARD TAX-MANAGED FDS
+1.3%$113.1M
X
XOMEXXON MOBIL CORP
+1.3%$112.0M

Equity Positions (1,720)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION2.20%$194.6M1,231,836$84.40$157.99+$91.8M
M
MSFT
MICROSOFT CORP2.04%$180.0M361,934$402.82$497.41+$100.3M
A
AAPL
APPLE INC1.53%$135.0M657,753$195.96$205.17+$29.1M
V
VEA
VANGUARD TAX-MANAGED FDS1.28%$113.1M1,983,512$49.64$57.01+$13.6M
X
XOM
EXXON MOBIL CORP1.27%$112.0M1,038,632$96.33$107.80-$5.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+5.3%
SEMICONDUCTORS & RELATED DEVICES
+5.1%
PETROLEUM REFINING
+3.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.9%
PHARMACEUTICAL PREPARATIONS
+2.8%