Top 50 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.93% | 1.96M | $341.4M | +11.63%(+203.97K) | $129.25(+74.72%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.89% | 1.77M | $338.9M | +0.13%(+2.27K) | $160.07(+31.80%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.5% | 6.84M | $316.2M | +6.13%(+395.34K) | $39.77(+24.15%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.25% | 4.89M | $244.3M | +5.10%(+237.36K) | $49.39(+2.17%) | 2026-03-31 | |
| MTUM | ISHARES TR | 4.01% | 960.4K | $230.5M | -1.41%(-13.78K) | $166.94(+82.94%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.77% | 2.74M | $217.1M | +12.75%(+309.83K) | $79.17(-0.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.7% | 612.4K | $155.4M | -1.28%(-7.93K) | $156.52(+90.95%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.69% | 3.19M | $154.8M | +4.46%(+136.25K) | $35.90(+46.61%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.6% | 2.01M | $149.4M | +4.17%(+80.47K) | $50.12(+56.70%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.41% | 1.98M | $138.4M | +2.21%(+42.95K) | $53.41(+53.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.39% | +41.98% |
| Top 20 Holdings Unweighted | +13.06% | +44.54% |
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