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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Portfolio Manager
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Performance
-2.30% (2026 Q1)
AUM (13F)
$5.78B
# of Holdings
984
Performance Rank
Allocation (Top 20)
52.44%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Holdings Map

Top 50 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
5.93%1.96M$341.4M
+11.63%(+203.97K)
2025-Q1: 880.4K shares2025-Q2: 1.10M shares2025-Q3: 1.50M shares2025-Q4: 1.75M shares2026-Q1: 1.96M shares
$129.25(+74.72%)
2026-03-31
QUAL
ISHARES TR
5.89%1.77M$338.9M
+0.13%(+2.27K)
2025-Q1: 997.8K shares2025-Q2: 950.2K shares2025-Q3: 986.0K shares2025-Q4: 1.76M shares2026-Q1: 1.77M shares
$160.07(+31.80%)
2026-03-31
IQLT
ISHARES TR
5.5%6.84M$316.2M
+6.13%(+395.34K)
2025-Q1: 3.19M shares2025-Q2: 3.33M shares2025-Q3: 3.49M shares2025-Q4: 6.44M shares2026-Q1: 6.84M shares
$39.77(+24.15%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
4.25%4.89M$244.3M
+5.10%(+237.36K)
2025-Q1: 3.88M shares2025-Q2: 4.08M shares2025-Q3: 4.30M shares2025-Q4: 4.65M shares2026-Q1: 4.89M shares
$49.39(+2.17%)
2026-03-31
MTUM
ISHARES TR
4.01%960.4K$230.5M
-1.41%(-13.78K)
2025-Q1: 1.02M shares2025-Q2: 1.03M shares2025-Q3: 1.03M shares2025-Q4: 974.2K shares2026-Q1: 960.4K shares
$166.94(+82.94%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
3.77%2.74M$217.1M
+12.75%(+309.83K)
2025-Q1: 2.17M shares2025-Q2: 2.26M shares2025-Q3: 2.34M shares2025-Q4: 2.43M shares2026-Q1: 2.74M shares
$79.17(-0.18%)
2026-03-31
AAPL
APPLE INC
2.7%612.4K$155.4M
-1.28%(-7.93K)
2025-Q1: 495.1K shares2025-Q2: 592.5K shares2025-Q3: 602.9K shares2025-Q4: 620.3K shares2026-Q1: 612.4K shares
$156.52(+90.95%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
2.69%3.19M$154.8M
+4.46%(+136.25K)
2025-Q1: 2.76M shares2025-Q2: 2.73M shares2025-Q3: 2.88M shares2025-Q4: 3.06M shares2026-Q1: 3.19M shares
$35.90(+46.61%)
2026-03-31
EFV
ISHARES TR
2.6%2.01M$149.4M
+4.17%(+80.47K)
2025-Q1: 1.71M shares2025-Q2: 1.82M shares2025-Q3: 1.87M shares2025-Q4: 1.93M shares2026-Q1: 2.01M shares
$50.12(+56.70%)
2026-03-31
IEMG
ISHARES INC
2.41%1.98M$138.4M
+2.21%(+42.95K)
2025-Q1: 1.70M shares2025-Q2: 1.76M shares2025-Q3: 1.77M shares2025-Q4: 1.94M shares2026-Q1: 1.98M shares
$53.41(+53.62%)
2026-03-31

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