Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Yorkville America Investment Trust shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Yorkville America Investment Trust shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Yorkville America Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including Yorkville America Investment Trust held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yorkville America Investment Trust by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $837k 20k 42.36

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Quality Grow (QGRW)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Yorkville America Investment Trust

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Equitable Trust
Vision Financial Markets

View all funds holding Yorkville America Investment Trust