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Empowered Funds, LLC

SEC CIK
0001592828
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
239
+33 vs. Q3 2021
Portfolio value
$886.8M
+$107.4M (+13.8%) vs. Q3 2021
Filed
Feb 10, 2022
SEC
Holdings of Empowered Funds, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF675,929$35.7M4.0%+675,929New–
SPDR Series Trust78464A714ST STR SP RETAIL375,173$33.9M3.8%−152,480−28.9%Reduced–
iShares Tr464288307MRGSTR MD CP GRW364,388$26.7M3.0%+364,388New–
iShares Russell Mid-Cap Growth ETF464287481ETF228,900$26.4M3.0%+228,900New–
iShares Tr464287770U.S. FIN SVC ETF135,725$26.2M3.0%+135,725New–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF377,600$25.6M2.9%+377,600New–
Vanguard Malvern FDS922020805STRM INFPROIDX315,165$16.2M1.8%−78,346−19.9%Reduced–
Alpha Architect ETF Tr02072L102US QUAN VALUE434,311$16.1M1.8%+44,464+11.4%Added–
ProShares Tr74347X849SHRT 20+YR TRE938,912$15.0M1.7%−156,871−14.3%Reduced–
iShares Tr464288794US BR DEL SE ETF132,375$14.6M1.6%+132,375New–
Alpha Architect ETF Tr02072L300INTL QUAN MOMNTM414,206$14.0M1.6%+2,408+0.6%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF171,333$12.4M1.4%+171,333New–
VanEck ETF Trust92189H409HIGH YLD MUNIETF193,188$12.1M1.4%+193,188New–
SPDR Series Trust78464A284ST NUVE HIGH ETF200,700$12.1M1.4%+200,700New–
Alpha Architect ETF Tr02072L201INTL QUAN VALUE457,680$12.0M1.4%+2,660+0.6%Added–
iShares Tips Bond ETF464287176ETF92,880$12.0M1.4%+23,564+34.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF49,513$12.0M1.3%−28,259−36.3%Reduced–
SPDR Series Trust78464A789ST STR SP INS279,331$11.3M1.3%+279,331New–
Vanguard Total World Stock ETF922042742ETF95,925$10.3M1.2%+95,925New–
Alpha Architect ETF Tr02072L409US QUAN MOMENTUM188,557$9.46M1.1%+1,096+0.6%Added–
iShares Russell Top 200 Growth ETF464289438ETF49,631$8.60M1.0%−25,325−33.8%Reduced–
ARCBArcbest CorpCOM62,704$7.51M0.8%+62,704NewHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF92,143$7.44M0.8%+92,143New–
Schwab U.S. Large-Cap Growth ETF808524300ETF45,203$7.40M0.8%−44,429−49.6%Reduced–
SGOLabrdn Gold ETF TrustETF413,068$7.25M0.8%+413,068NewHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS106,004$7.05M0.8%+84,877+401.7%Added–
PAGPenske Automotive Group, Inc.COM65,413$7.01M0.8%+65,413NewHistory
MGYMagnolia Oil & Gas CorpCL A355,344$6.71M0.8%+355,344NewHistory
SIGSignet Jewelers LtdSHS75,865$6.60M0.7%+290.0%AddedHistory
NUENucor CorpCOM57,600$6.58M0.7%+1,644+2.9%AddedHistory
DDSDillard's, Inc.CL A25,445$6.24M0.7%−4,702−15.6%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF102,401$5.68M0.6%+102,401New–
DGXQuest Diagnostics IncCOM32,294$5.59M0.6%+4,185+14.9%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK36,641$5.53M0.6%+4,113+12.6%AddedHistory
HPQHP IncStock145,971$5.50M0.6%−27,961−16.1%ReducedHistory
BBYBest Buy Co IncStock53,404$5.43M0.6%+8,453+18.8%AddedHistory
AAAlcoa CorpStock90,570$5.40M0.6%−549−0.6%ReducedHistory
AEOAmerican Eagle Outfitters IncCOM211,174$5.35M0.6%+157,394+292.7%AddedHistory
BLDRBuilders FirstSource, Inc.Stock61,798$5.30M0.6%+61,798NewHistory
DBBInvesco DB Base Metals FundBASE METALS FD237,732$5.29M0.6%+126,725+114.2%AddedHistory
WGOWinnebago Industries IncCOM70,246$5.26M0.6%+5,576+8.6%AddedHistory
DKSDick's Sporting Goods, Inc.Stock45,558$5.24M0.6%+12,839+39.2%AddedHistory
LENLennar CorpCL A44,305$5.15M0.6%+62+0.1%AddedHistory
MOSMosaic CoCOM130,687$5.13M0.6%+130,687NewHistory
ARWArrow Electronics, Inc.COM38,092$5.12M0.6%−404−1.0%ReducedHistory
MMacy's, Inc.COM194,551$5.09M0.6%−3,644−1.8%ReducedHistory
WLKWestlake CorpCOM52,042$5.05M0.6%−339−0.6%ReducedHistory
CLFCleveland-Cliffs Inc.COM231,951$5.05M0.6%+32,830+16.5%AddedHistory
PHMPultegroup IncCOM88,192$5.04M0.6%−3,475−3.8%ReducedHistory
PIIPolaris Inc.Stock45,760$5.03M0.6%+8,669+23.4%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -54,032$4.98M0.6%+54,032NewHistory
LADLithia Motors IncCOM16,764$4.98M0.6%+3,677+28.1%AddedHistory
OLNOLIN CorpStock86,191$4.96M0.6%+48,979+131.6%AddedHistory
URBNUrban Outfitters IncCOM168,746$4.95M0.6%+34,039+25.3%AddedHistory
LPXLouisiana-Pacific CorpCOM63,098$4.94M0.6%−9,942−13.6%ReducedHistory
MANManpowerGroup Inc.COM50,707$4.93M0.6%+50,707NewHistory
KSSKOHLS CorpStock99,692$4.92M0.6%+17,180+20.8%AddedHistory
BKEBuckle IncCOM116,269$4.92M0.6%+116,269NewHistory
XUnited States Steel CorpCOM206,546$4.92M0.6%+21,180+11.4%AddedHistory
ATKRAtkore Inc.COM44,183$4.91M0.6%−24,224−35.4%ReducedHistory
SPDR Series Trust78464A755ST STR SP METAL109,602$4.91M0.6%+109,602New–
FLFoot Locker, Inc.COM112,392$4.90M0.6%+23,484+26.4%AddedHistory
UGIUgi CorpStock106,340$4.88M0.6%+106,340NewHistory
UHALU-Haul Holding CoCOM6,714$4.88M0.5%+6,714NewHistory
LHLabcorp Holdings Inc.COM NEW15,515$4.88M0.5%+815+5.5%AddedHistory
OCOwens CorningStock53,849$4.87M0.5%+6,356+13.4%AddedHistory
RSReliance, Inc.COM30,017$4.87M0.5%−507−1.7%ReducedHistory
LGIHLGI Homes, Inc.COM31,503$4.87M0.5%+31,503NewHistory
GILDGilead Sciences, Inc.Stock66,876$4.86M0.5%+66,876NewHistory
AGCOAGCO CorpCOM41,460$4.81M0.5%+6,797+19.6%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM7,604$4.80M0.5%+7,604NewHistory
STLDSteel Dynamics IncCOM77,054$4.78M0.5%+6,523+9.2%AddedHistory
IPInternational Paper CoCOM101,739$4.78M0.5%+101,739NewHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF130,938$4.78M0.5%+102,269+356.7%Added–
Vanguard S&P 500 ETF922908363ETF10,920$4.77M0.5%+8,292+315.5%Added–
WSMWilliams Sonoma IncCOM28,172$4.76M0.5%+4,379+18.4%AddedHistory
SNASnap-on IncCOM22,016$4.74M0.5%+1,479+7.2%AddedHistory
HOLXHologic IncCOM60,914$4.66M0.5%+4,153+7.3%AddedHistory
WHRWhirlpool CorpStock19,827$4.65M0.5%−883−4.3%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF55,590$4.65M0.5%+55,590New–
CRICarters IncCOM45,601$4.62M0.5%+45,601NewHistory
Kraneshares Trust500767678GLOBAL CARB STRA85,537$4.35M0.5%+452+0.5%Added–
MSFTMicrosoft CorpStock12,402$4.17M0.5%−8,598−40.9%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF132,271$4.10M0.5%+132,271New–
SPYSPDR S&P 500 ETF TrustETF8,487$4.03M0.5%+8,487NewHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI133,941$3.63M0.4%+133,941New–
SPDR Series Trust78468R721STATE STREET SPD70,143$3.63M0.4%+70,143New–
iShares U.S. Regional Banks ETF464288778ETF58,002$3.58M0.4%+58,002New–
SPDR Series Trust78464A144ST STR CORPO ETF100,968$3.52M0.4%+80,826+401.3%Added–
Vanguard Long-Term Treasury ETF92206C847ETF39,283$3.51M0.4%+31,407+398.8%Added–
GOOGLAlphabet Inc.Stock1,020$2.96M0.3%−1,401−57.9%ReducedHistory
JLLJones Lang Lasalle IncCOM10,266$2.77M0.3%+10,266NewHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD195,647$2.75M0.3%+195,647New–
METAMeta Platforms, Inc.Stock8,171$2.75M0.3%+3,440+72.7%AddedHistory
Swedish Expt CR Corp870297603ROG AGRI ETN22308,702$2.67M0.3%+1,636+0.5%Added–
KKRKKR & Co. Inc.COM34,120$2.54M0.3%+34,120NewHistory
RRRRed Rock Resorts, Inc.CL A39,272$2.16M0.2%+39,272NewHistory
CCJCameco CorpStock93,606$2.04M0.2%+37,673+67.4%AddedHistory
THCTenet Healthcare CorpCOM NEW24,623$2.01M0.2%−59,418−70.7%ReducedHistory
CACCCredit Acceptance CorpCOM2,902$2.00M0.2%+2,902NewHistory

Sold out since Q3 2021 (60)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Empowered Funds, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE798,227$47.2M6.1%–
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS245,660$35.4M4.5%–
Vanguard Morningstar Growth ETF922908736ETF97,623$28.3M3.6%–
iShares Tr464287291GLOBAL TECH ETF429,775$24.4M3.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF116,043$12.6M1.6%–
VanEck ETF Trust92189F437FALLEN ANGEL HG383,055$12.6M1.6%–
PIMCO ETF Tr72201R2051-5 US TIP IDX215,539$11.8M1.5%–
Fidelity Covington Trust316092204MSCI CONSM DIS145,281$11.7M1.5%–
Vanguard World FD921910816MEGA GRWTH IND37,239$8.74M1.1%–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT39,649$7.63M1.0%–
APAAPA CorpStock215,999$4.63M0.6%History
TSNTyson Foods, Inc.Stock57,656$4.55M0.6%History
GMGeneral Motors CoCOM86,061$4.54M0.6%History
Vanguard Information Technology ETF92204A702ETF11,226$4.50M0.6%–
LEALear CorpCOM NEW28,464$4.45M0.6%History
BWABorgwarner IncCOM102,631$4.43M0.6%History
HRBH&R Block IncCOM175,558$4.39M0.6%History
BCBrunswick CorpCOM45,743$4.36M0.6%History
OMCOmnicom Group Inc.COM59,469$4.31M0.6%History
Paramount Global92556H206CL B108,963$4.30M0.6%–
FCXFreeport-McMoran IncStock132,189$4.30M0.6%History
QVCGAOld QVC Group, Inc.COM SER A418,632$4.27M0.5%History
SCCOSouthern Copper CorpStock74,644$4.19M0.5%History
BBWIBath & Body Works, Inc.COM66,121$4.17M0.5%History
UHSUniversal Health Services IncCL B29,974$4.15M0.5%History
TOLToll Brothers, Inc.COM70,654$3.91M0.5%History
iShares Tr46435U853BROAD USD HIGH83,869$3.47M0.4%–
iShares Tr46434V4070-5YR HI YL CP75,744$3.45M0.4%–
iShares Tr464287721U.S. TECH ETF32,159$3.26M0.4%–
BILLBILL Holdings, Inc.Stock8,007$2.14M0.3%History
CLDXCelldex Therapeutics, Inc.COM NEW34,836$1.88M0.2%History
BYDBoyd Gaming CorpCOM28,690$1.81M0.2%History
Direxion Shs ETF Tr25460E521DAILY FTSE CHINA92,256$1.78M0.2%–
ARVNArvinas, Inc.COM20,607$1.69M0.2%History
EVREvercore Inc.CLASS A12,607$1.69M0.2%History
OMFOneMain Holdings, Inc.COM30,394$1.68M0.2%History
IVZInvesco Ltd.Stock68,923$1.66M0.2%History
MRNAModerna, Inc.Stock4,306$1.66M0.2%History
OMCLOmnicell, Inc.COM11,152$1.66M0.2%History
COFCapital One Financial CorpStock10,198$1.65M0.2%History
ASOAcademy Sports & Outdoors, Inc.COM41,235$1.65M0.2%History
STAAStaar Surgical CoCOM PAR $0.0112,828$1.65M0.2%History
SLMSLM CorpCOM92,950$1.64M0.2%History
DFSDiscover Financial ServicesCOM13,279$1.63M0.2%History
BSYBentley Systems IncCOM CL B26,880$1.63M0.2%History
AXONAxon Enterprise, Inc.COM9,305$1.63M0.2%History
BBIOBridgeBio Pharma, Inc.COM34,623$1.62M0.2%History
ANFAbercrombie & Fitch CoCL A43,135$1.62M0.2%History
ALBAlbemarle CorpStock7,389$1.62M0.2%History
ESIElement Solutions IncCOM74,636$1.62M0.2%History
MTZMastec IncCOM18,668$1.61M0.2%History
CRWDCrowdStrike Holdings, Inc.Stock6,446$1.58M0.2%History
AFGAmerican Financial Group IncCOM12,588$1.58M0.2%History
KLICKulicke & Soffa Industries IncCOM26,462$1.54M0.2%History
KTBKontoor Brands, Inc.Stock30,687$1.53M0.2%History
TPRTapestry, Inc.COM40,599$1.50M0.2%History
NVCRNovoCure LtdORD SHS12,741$1.48M0.2%History
CPRICapri Holdings LtdSHS28,559$1.38M0.2%History
BMYBristol Myers Squibb CoStock9,181$543.0K0.1%History
TSLXSixth Street Specialty Lending, Inc.COM12,872$286.0K<0.1%History