Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Latest statistics and disclosures from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, QUAL, IQLT, MTUM, VTIP, and represent 26.41% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QUAL (+$155M), IQLT (+$134M), NVDA (+$59M), QGRW (+$42M), VTIP (+$18M), IEMG (+$12M), NFLX (+$9.4M), DFUV (+$8.2M), VCSH (+$7.4M), KAT (+$6.6M).
- Started 196 new stock positions in DG, EFX, SYF, IWO, STRL, SHG, PAGS, IQV, EDIV, AAON.
- Reduced shares in these 10 stocks: MTUM (-$14M), SCHE (-$8.3M), BSCP, ADP, VTI, GOOG, CP, CATY, CVCO, ADI.
- Sold out of its positions in ADT, SGOL, AEG, AKRO, ALGT, OKLO, AMRX, BBIO, BLDR, CMS.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $559M.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $5.6B in assets under management (AUM), dropping by 12.32%.
- Central Index Key (CIK): 0001510434
Tip: Access up to 7 years of quarterly data
Positions held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds 891 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 891 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Dec. 31, 2025 positions
- Download the Empirical Financial Services, LLC d.b.a. Empirical Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.5 | $366M | +19% | 2.0M | 186.50 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.2 | $351M | +78% | 1.8M | 198.62 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 5.2 | $293M | +84% | 6.4M | 45.45 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.3 | $244M | -5% | 974k | 250.31 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.1 | $230M | +8% | 4.7M | 49.46 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.4 | $194M | +3% | 2.4M | 79.73 |
|
| Apple (AAPL) | 3.0 | $169M | +2% | 621k | 271.86 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.5 | $143M | +6% | 3.1M | 46.59 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $138M | +3% | 1.9M | 71.41 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $131M | +9% | 1.9M | 67.22 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $115M | +3% | 1.4M | 83.75 |
|
| Microsoft Corporation (MSFT) | 2.0 | $111M | 230k | 483.62 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.6 | $90M | 1.8M | 49.90 |
|
|
| Spdr Series Trust State Street Spd (SJNK) | 1.6 | $89M | +6% | 3.5M | 25.32 |
|
| Meta Platforms Cl A (META) | 1.3 | $71M | +2% | 107k | 660.07 |
|
| Amazon (AMZN) | 1.2 | $68M | +10% | 295k | 230.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $67M | +2% | 99k | 682.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $65M | 342k | 190.99 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $65M | +5% | 1.1M | 58.73 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $58M | +3% | 612k | 93.97 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $57M | 909k | 62.47 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.0 | $55M | 918k | 59.55 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $48M | -4% | 151k | 313.80 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.8 | $42M | +15576% | 724k | 58.67 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $40M | +9% | 395k | 101.98 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $38M | +6% | 429k | 88.49 |
|
| Cisco Systems (CSCO) | 0.6 | $36M | +4% | 464k | 77.03 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $35M | +6% | 777k | 45.53 |
|
| Tesla Motors (TSLA) | 0.6 | $35M | +18% | 78k | 449.72 |
|
| Broadcom (AVGO) | 0.6 | $33M | +9% | 96k | 346.10 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $30M | +5% | 1.1M | 26.91 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $30M | 211k | 143.33 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $28M | 715k | 39.59 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $28M | 131k | 211.79 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $28M | +8% | 1.2M | 24.04 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $27M | -9% | 81k | 335.27 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.5 | $27M | 282k | 95.09 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $26M | +7% | 81k | 322.22 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $26M | -2% | 670k | 38.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $24M | -2% | 77k | 313.06 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.4 | $23M | 146k | 157.70 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $23M | 324k | 69.67 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $22M | +5% | 1.2M | 18.22 |
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $22M | +3% | 86k | 251.17 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $21M | 50k | 412.77 |
|
|
| Vanguard Wellington Us Momentum (VFMO) | 0.4 | $20M | +2% | 106k | 191.25 |
|
| Altria (MO) | 0.4 | $20M | +5% | 345k | 57.66 |
|
| Wal-Mart Stores (WMT) | 0.4 | $20M | 177k | 111.41 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $19M | -3% | 22k | 862.11 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.3 | $19M | +7% | 418k | 45.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $19M | +3% | 38k | 502.65 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $19M | +4% | 163k | 116.09 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $19M | 163k | 113.92 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $18M | 409k | 45.05 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $18M | 174k | 102.39 |
|
|
| Cummins (CMI) | 0.3 | $17M | -3% | 34k | 510.44 |
|
| Johnson & Johnson (JNJ) | 0.3 | $17M | +14% | 84k | 206.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $17M | +4% | 28k | 614.30 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $17M | -2% | 53k | 314.80 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $17M | +4% | 119k | 141.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $17M | +2% | 26k | 627.13 |
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.3 | $17M | 605k | 27.35 |
|
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.3 | $16M | 248k | 65.03 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $16M | 15k | 1074.65 |
|
|
| International Business Machines (IBM) | 0.3 | $16M | 54k | 296.21 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $16M | 293k | 53.76 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $15M | -35% | 467k | 32.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $15M | +12% | 126k | 120.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $15M | 22k | 684.94 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $15M | +11% | 513k | 28.48 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.3 | $15M | 585k | 24.94 |
|
|
| Philip Morris International (PM) | 0.3 | $14M | -2% | 88k | 160.41 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $14M | -3% | 54k | 257.95 |
|
| Automatic Data Processing (ADP) | 0.2 | $13M | -19% | 50k | 257.23 |
|
| Visa Com Cl A (V) | 0.2 | $12M | +6% | 36k | 350.71 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $12M | 70k | 177.37 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $12M | 268k | 45.98 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $12M | 278k | 44.17 |
|
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.2 | $12M | -6% | 183k | 65.66 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $12M | 120k | 99.91 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $12M | +63% | 55k | 214.16 |
|
| Corning Incorporated (GLW) | 0.2 | $12M | -3% | 134k | 87.56 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $12M | -2% | 68k | 171.18 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $11M | 384k | 29.61 |
|
|
| Rbb Fund Trust Longview Advantg (EBI) | 0.2 | $11M | 198k | 56.58 |
|
|
| Quanta Services (PWR) | 0.2 | $11M | +3% | 27k | 422.06 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $11M | -2% | 92k | 120.34 |
|
| Oracle Corporation (ORCL) | 0.2 | $11M | 57k | 194.91 |
|
|
| At&t (T) | 0.2 | $11M | +11% | 435k | 24.84 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $11M | +3% | 272k | 39.10 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $11M | 74k | 143.52 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $11M | 84k | 125.88 |
|
|
| Netflix (NFLX) | 0.2 | $11M | +868% | 112k | 93.76 |
|
| Gilead Sciences (GILD) | 0.2 | $10M | +7% | 85k | 122.74 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $10M | +3% | 36k | 279.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $9.9M | -3% | 28k | 349.99 |
|
| Caterpillar (CAT) | 0.2 | $9.6M | +17% | 17k | 572.87 |
|
| Analog Devices (ADI) | 0.2 | $9.6M | -12% | 36k | 271.20 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $9.5M | 217k | 43.94 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $9.3M | -2% | 63k | 148.98 |
|
| TJX Companies (TJX) | 0.2 | $9.2M | +3% | 60k | 153.61 |
|
| AutoZone (AZO) | 0.2 | $9.1M | +6% | 2.7k | 3391.57 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $8.9M | 198k | 45.21 |
|
|
| Micron Technology (MU) | 0.2 | $8.5M | -3% | 30k | 285.41 |
|
| McKesson Corporation (MCK) | 0.2 | $8.4M | +2% | 10k | 820.33 |
|
| Western Digital (WDC) | 0.1 | $8.3M | -12% | 49k | 172.27 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $8.3M | +5% | 46k | 183.40 |
|
| Abbvie (ABBV) | 0.1 | $8.3M | +8% | 36k | 228.49 |
|
| Chevron Corporation (CVX) | 0.1 | $8.2M | 54k | 152.41 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $8.2M | +3% | 179k | 45.88 |
|
| Hldgs (UAL) | 0.1 | $8.1M | +7% | 73k | 111.82 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $7.8M | -13% | 45k | 173.49 |
|
| Paychex (PAYX) | 0.1 | $7.7M | 69k | 112.18 |
|
|
| Home Depot (HD) | 0.1 | $7.7M | +15% | 22k | 344.10 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $7.6M | +11% | 159k | 47.99 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $7.6M | +6% | 76k | 99.85 |
|
| Eaton Corp SHS (ETN) | 0.1 | $7.1M | +5% | 22k | 318.52 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $7.0M | -3% | 207k | 33.81 |
|
| Qualcomm (QCOM) | 0.1 | $6.9M | 41k | 171.05 |
|
|
| Advisors Ser Tr Scharf Etf (KAT) | 0.1 | $6.6M | NEW | 119k | 55.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $6.3M | +20% | 21k | 303.89 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $6.2M | +13% | 259k | 24.02 |
|
| Applied Materials (AMAT) | 0.1 | $6.2M | -5% | 24k | 256.99 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $6.2M | -2% | 120k | 51.12 |
|
| Bank of America Corporation (BAC) | 0.1 | $6.1M | 111k | 55.00 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $6.0M | +6% | 85k | 71.62 |
|
| Ge Aerospace Com New (GE) | 0.1 | $5.9M | +20% | 19k | 308.03 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $5.9M | +19% | 17k | 357.18 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $5.9M | 224k | 26.23 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $5.8M | 125k | 46.71 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $5.8M | 192k | 30.20 |
|
|
| Blackrock (BLK) | 0.1 | $5.8M | -13% | 5.4k | 1070.34 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.7M | +15% | 12k | 487.86 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $5.6M | 53k | 106.70 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $5.5M | -12% | 27k | 203.04 |
|
| McDonald's Corporation (MCD) | 0.1 | $5.5M | +2% | 18k | 305.63 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $5.4M | -7% | 42k | 131.03 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $5.2M | 49k | 107.11 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.2M | +16% | 9.1k | 570.88 |
|
| American Express Company (AXP) | 0.1 | $5.2M | -5% | 14k | 369.96 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $5.1M | -10% | 53k | 95.92 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $5.1M | 112k | 45.54 |
|
|
| Intel Corporation (INTC) | 0.1 | $5.1M | +91% | 138k | 36.90 |
|
| O'reilly Automotive (ORLY) | 0.1 | $5.1M | +17% | 55k | 91.21 |
|
| Coupang Cl A (CPNG) | 0.1 | $5.0M | -3% | 211k | 23.59 |
|
| Danaher Corporation (DHR) | 0.1 | $4.9M | +2% | 21k | 228.92 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $4.8M | 43k | 113.72 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $4.7M | 130k | 36.06 |
|
|
| Kroger (KR) | 0.1 | $4.6M | +6% | 74k | 62.48 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $4.5M | 56k | 81.01 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $4.5M | +15% | 36k | 125.29 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $4.5M | 60k | 74.17 |
|
|
| Cardinal Health (CAH) | 0.1 | $4.4M | -3% | 22k | 205.50 |
|
| Emcor (EME) | 0.1 | $4.4M | +18% | 7.2k | 611.79 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.4M | +54% | 12k | 373.43 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $4.3M | +2% | 129k | 33.45 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $4.3M | 80k | 53.94 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $4.3M | 14k | 302.17 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $4.3M | +12% | 4.7k | 906.37 |
|
| Hartford Financial Services (HIG) | 0.1 | $4.2M | +20% | 31k | 137.80 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.2M | -7% | 29k | 143.31 |
|
| Amgen (AMGN) | 0.1 | $4.0M | +2% | 12k | 327.31 |
|
| Entergy Corporation (ETR) | 0.1 | $4.0M | 43k | 92.43 |
|
|
| Merck & Co (MRK) | 0.1 | $4.0M | +34% | 38k | 105.26 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.9M | 47k | 84.21 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.9M | +20% | 22k | 177.75 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $3.8M | +7% | 163k | 23.37 |
|
| Wec Energy Group (WEC) | 0.1 | $3.8M | +3% | 36k | 105.46 |
|
| NVR (NVR) | 0.1 | $3.8M | -13% | 519.00 | 7292.77 |
|
| Garmin SHS (GRMN) | 0.1 | $3.8M | +16% | 19k | 202.85 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.8M | +6% | 52k | 72.68 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.7M | +42% | 47k | 78.81 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $3.7M | -2% | 4.2k | 879.00 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.7M | -6% | 21k | 177.53 |
|
| Coca-Cola Company (KO) | 0.1 | $3.6M | -3% | 52k | 69.91 |
|
| Deere & Company (DE) | 0.1 | $3.6M | +8% | 7.8k | 465.55 |
|
| Boeing Company (BA) | 0.1 | $3.5M | -6% | 16k | 217.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.5M | 39k | 89.46 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $3.5M | 177k | 19.74 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $3.5M | +2% | 167k | 20.89 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.4M | -4% | 105k | 32.62 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $3.4M | 182k | 18.84 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $3.4M | 175k | 19.58 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $3.4M | 166k | 20.60 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $3.4M | +7% | 202k | 16.70 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.3M | 29k | 117.21 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $3.3M | 198k | 16.92 |
|
|
| CRH Ord (CRH) | 0.1 | $3.3M | +11% | 27k | 124.81 |
|
| State Street Corporation (STT) | 0.1 | $3.3M | +13% | 26k | 129.01 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.3M | 4.3k | 753.81 |
|
|
| Cme (CME) | 0.1 | $3.2M | -7% | 12k | 273.09 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $3.2M | +2% | 117k | 27.21 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $3.1M | NEW | 148k | 20.88 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754800.00 |
|
|
| Goldman Sachs (GS) | 0.1 | $3.0M | -3% | 3.4k | 879.00 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $3.0M | 17k | 181.21 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $3.0M | +21% | 35k | 85.55 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.9M | +107% | 14k | 210.34 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.9M | -4% | 24k | 123.26 |
|
| First Tr Exchange-traded Com Shs Annual (FDM) | 0.1 | $2.9M | 36k | 79.62 |
|
|
| Pepsi (PEP) | 0.1 | $2.9M | -4% | 20k | 143.52 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.9M | -11% | 16k | 184.20 |
|
| Citigroup Com New (C) | 0.1 | $2.9M | +19% | 24k | 116.69 |
|
| Fiserv (FI) | 0.1 | $2.8M | +8% | 42k | 67.17 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.8M | +3% | 20k | 141.06 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.8M | -13% | 30k | 93.20 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $2.8M | +10% | 20k | 143.47 |
|
| Ge Vernova (GEV) | 0.1 | $2.8M | +4% | 4.3k | 653.64 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.8M | +8% | 41k | 69.40 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $2.8M | -5% | 4.8k | 579.45 |
|
| S&p Global (SPGI) | 0.0 | $2.7M | +2% | 5.3k | 522.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.7M | -4% | 13k | 219.71 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.7M | +7% | 33k | 81.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.7M | +10% | 9.1k | 290.22 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.6M | +6% | 11k | 231.32 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $2.6M | +49% | 37k | 70.12 |
|
| Uber Technologies (UBER) | 0.0 | $2.6M | +14% | 32k | 81.71 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.6M | -10% | 9.6k | 268.30 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $2.6M | -42% | 35k | 73.63 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $2.5M | -7% | 45k | 56.81 |
|
| Lowe's Companies (LOW) | 0.0 | $2.5M | -19% | 10k | 241.16 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.5M | +4% | 25k | 97.13 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $2.4M | +11% | 28k | 85.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.4M | 9.8k | 246.16 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $2.4M | +93% | 17k | 143.97 |
|
| UnitedHealth (UNH) | 0.0 | $2.4M | -12% | 7.2k | 330.11 |
|
| Verizon Communications (VZ) | 0.0 | $2.4M | +19% | 58k | 40.73 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $2.4M | -2% | 60k | 39.45 |
|
| Honeywell International (HON) | 0.0 | $2.4M | -5% | 12k | 195.08 |
|
| Booking Holdings (BKNG) | 0.0 | $2.3M | -17% | 435.00 | 5355.45 |
|
| Fortinet (FTNT) | 0.0 | $2.3M | 29k | 79.41 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $2.3M | +13% | 6.9k | 336.66 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.3M | +27% | 24k | 96.03 |
|
| Loar Holdings Com Shs (LOAR) | 0.0 | $2.3M | 34k | 68.00 |
|
|
| Sanmina (SANM) | 0.0 | $2.3M | 15k | 150.07 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $2.3M | +15% | 39k | 57.46 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $2.2M | -19% | 24k | 95.35 |
|
| Bank Of Nt Butterfield&son L Shs New (NTB) | 0.0 | $2.2M | +18% | 45k | 49.82 |
|
| salesforce (CRM) | 0.0 | $2.2M | -24% | 8.2k | 264.91 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $2.2M | 86k | 25.24 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.1M | -19% | 78k | 27.43 |
|
| Allstate Corporation (ALL) | 0.0 | $2.1M | 10k | 208.14 |
|
|
| NetScout Systems (NTCT) | 0.0 | $2.1M | +4% | 78k | 27.06 |
|
| Williams Companies (WMB) | 0.0 | $2.1M | 35k | 60.11 |
|
|
| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $2.1M | 90k | 22.83 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $2.0M | -9% | 18k | 110.27 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.0M | +44% | 64k | 30.54 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.0M | +11% | 30k | 66.00 |
|
| Edwards Lifesciences (EW) | 0.0 | $1.9M | +2% | 23k | 85.25 |
|
| Rev | 0.0 | $1.9M | 32k | 60.84 |
|
Past Filings by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
SEC 13F filings are viewable for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management going back to 2011
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q4 filed Jan. 16, 2026
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q3 filed Nov. 10, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q2 filed July 21, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q1 filed May 8, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q4 filed Jan. 22, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q3 filed Nov. 1, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q2 filed Aug. 9, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q1 filed May 7, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q4 filed Feb. 6, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q3 filed Nov. 3, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q2 filed Aug. 11, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q1 filed May 9, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q4 filed Feb. 8, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q3 filed Nov. 3, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q2 filed Aug. 2, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q1 filed May 13, 2022