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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, VTIP, MTUM, and represent 25.94% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Dfa Invt Dimensions Group In (+$59M), NVDA (+$29M), VCSH (+$25M), IQLT (+$18M), QGRW (+$16M), VTIP (+$12M), DFUV (+$6.6M), EFV (+$6.0M), GOOG (+$5.5M), PG (+$5.1M).
Started 146 new stock positions in EG, JCI, VMI, IWP, GMED, O, DINO, ESI, PK, BLD.
Reduced shares in these 10 stocks: SJNK (-$51M), HYMB (-$6.7M), GLW, MTUM, MSFT, SCHA, KAT, AAPL, HYD, SCHX.
Sold out of its positions in AAON, AYI, AKAM, APO, AstraZeneca, AN, CVCO, Comerica Incorporated, CRVS, EXG.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $227M.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $5.8B in assets under management (AUM), dropping by 3.03%.
Central Index Key (CIK): 0001510434

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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds 984 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 984 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.4	$371M	+8%	2.1M	174.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.9	$339M		1.8M	191.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.5	$316M	+6%	6.8M	46.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$244M	+5%	4.9M	49.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.0	$231M		960k	239.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.8	$217M	+12%	2.7M	79.27	View chart
Apple (AAPL)	2.7	$155M		612k	253.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.7	$155M	+4%	3.2M	48.46	View chart
Ishares Tr Eafe Value Etf (EFV)	2.6	$149M	+4%	2.0M	74.35	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$138M	+2%	2.0M	69.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$115M		1.4M	82.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$94M		1.8M	52.78	View chart
Microsoft Corporation (MSFT)	1.4	$82M	-3%	221k	370.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$67M	+3%	1.2M	58.54	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$67M		340k	196.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.1	$63M	+2%	631k	99.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$63M		97k	650.41	View chart
Amazon (AMZN)	1.1	$62M		296k	208.27	View chart
Meta Platforms Cl A (META)	1.0	$61M		106k	572.11	View chart
Dfa Invt Dimensions Group In U.s. Micro Cap P	1.0	$59M	NEW	1.2M	50.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$58M		899k	64.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$57M		914k	62.45	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.9	$55M	+41%	1.0M	53.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$49M	+12%	170k	286.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$46M	+5%	415k	110.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$40M	+6%	456k	88.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$40M	+10%	857k	46.74	View chart
Spdr Series Trust State Street Spd (SJNK)	0.6	$37M	-57%	1.5M	24.98	View chart
Cisco Systems (CSCO)	0.6	$37M	+2%	476k	77.59	View chart
Broadcom (AVGO)	0.5	$31M	+4%	100k	309.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$30M	-2%	206k	145.79	View chart
Tesla Motors (TSLA)	0.5	$29M		79k	371.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$28M		1.1M	24.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$28M		129k	217.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$28M		711k	38.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$27M	-6%	1.1M	25.64	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$27M		282k	95.62	View chart
JPMorgan Chase & Co. (JPM)	0.4	$26M	+6%	87k	294.16	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$25M		678k	36.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$25M	-4%	77k	320.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$24M	+9%	84k	287.57	View chart
Altria (MO)	0.4	$24M	+4%	359k	66.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$23M		317k	71.13	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$23M	-3%	141k	159.61	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$22M	+4%	1.2M	17.75	View chart
Wal-Mart Stores (WMT)	0.4	$22M		176k	124.28	View chart
Johnson & Johnson (JNJ)	0.4	$22M	+6%	89k	244.44	View chart
Vanguard Wellington Us Momentum (VFMO)	0.4	$22M	+2%	109k	197.10	View chart
Costco Wholesale Corporation (COST)	0.4	$21M	-3%	22k	996.16	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$21M	+4%	89k	236.35	View chart
Bank of New York Mellon Corporation (BK)	0.4	$21M	+6%	174k	118.63	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$20M	+8%	453k	44.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$19M	+5%	52k	367.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$19M	+5%	172k	111.37	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$19M		617k	29.95	View chart
Cummins (CMI)	0.3	$18M		34k	538.02	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$18M		401k	45.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$18M		38k	479.20	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$18M	-2%	170k	103.43	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$18M	+2%	121k	144.95	View chart
Exxon Mobil Corporation (XOM)	0.3	$17M	+7%	99k	169.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$17M	+3%	55k	298.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$16M	+4%	132k	124.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$16M		28k	577.15	View chart
Lam Research Corp Com New (LRCX)	0.3	$16M	+11%	76k	213.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$16M		27k	597.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$16M		293k	54.05	View chart
Philip Morris International (PM)	0.3	$15M	+3%	91k	165.35	View chart
At&t (T)	0.3	$15M	+18%	518k	28.99	View chart
Eli Lilly & Co. (LLY)	0.3	$15M	+9%	16k	919.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$15M	-3%	450k	32.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$15M	+3%	22k	653.21	View chart
Corning Incorporated (GLW)	0.2	$14M	-22%	104k	135.97	View chart
Dell Technologies CL C (DELL)	0.2	$14M	+2%	86k	164.13	View chart
Quanta Services (PWR)	0.2	$14M	-3%	26k	549.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$14M		53k	261.92	View chart
International Business Machines (IBM)	0.2	$14M	+6%	57k	242.39	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$13M		247k	53.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$13M		71k	184.28	View chart
Chevron Corporation (CVX)	0.2	$13M	+15%	62k	206.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$13M	-16%	429k	29.08	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$12M		263k	47.02	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$12M	-2%	271k	45.47	View chart
Western Digital (WDC)	0.2	$12M	-7%	45k	270.49	View chart
Gilead Sciences (GILD)	0.2	$12M		86k	139.37	View chart
Netflix (NFLX)	0.2	$12M	+10%	123k	96.15	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.2	$12M	-2%	178k	66.12	View chart
Caterpillar (CAT)	0.2	$12M	-3%	16k	708.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$11M	-2%	374k	30.50	View chart
Advanced Micro Devices (AMD)	0.2	$11M		56k	203.43	View chart
Micron Technology (MU)	0.2	$11M	+9%	32k	337.85	View chart
Charles Schwab Corporation (SCHW)	0.2	$11M	-2%	116k	93.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$11M		73k	148.10	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.2	$11M	-5%	188k	57.86	View chart
Analog Devices (ADI)	0.2	$11M	-3%	34k	318.14	View chart
Visa Com Cl A (V)	0.2	$11M		36k	302.24	View chart
Automatic Data Processing (ADP)	0.2	$10M		51k	203.19	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.2	$10M		267k	38.77	View chart
TJX Companies (TJX)	0.2	$10M	+7%	65k	159.70	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.2	$10M		220k	45.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$10M	+7%	39k	257.36	View chart
AutoZone (AZO)	0.2	$9.6M	+6%	2.8k	3377.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$9.5M	+7%	67k	141.42	View chart
Procter & Gamble Company (PG)	0.2	$9.4M	+122%	65k	144.44	View chart
Applied Materials (AMAT)	0.2	$9.2M	+11%	27k	341.79	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$8.9M	-7%	183k	48.93	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.9M		46k	192.90	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$8.8M	+9%	196k	44.80	View chart
McKesson Corporation (MCK)	0.1	$8.6M	-3%	9.9k	865.38	View chart
Newmont Mining Corporation (NEM)	0.1	$8.5M	+3%	79k	108.25	View chart
Abbvie (ABBV)	0.1	$8.3M	+4%	38k	217.49	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$8.1M	+5%	168k	47.83	View chart
Eaton Corp SHS (ETN)	0.1	$8.0M		22k	357.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$8.0M	+57%	18k	436.65	View chart
Texas Instruments Incorporated (TXN)	0.1	$8.0M	-8%	41k	194.14	View chart
Oracle Corporation (ORCL)	0.1	$7.9M	-5%	54k	147.11	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$7.8M	-46%	316k	24.80	View chart
Home Depot (HD)	0.1	$7.8M	+5%	24k	328.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$7.2M	+2%	21k	337.95	View chart
Metropcs Communications (TMUS)	0.1	$7.2M	+25%	34k	210.03	View chart
Hldgs (UAL)	0.1	$7.1M	+6%	77k	92.07	View chart
Baker Hughes Company Cl A (BKR)	0.1	$6.9M		114k	61.05	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$6.8M		203k	33.54	View chart
Hewlett Packard Enterprise (HPE)	0.1	$6.7M	+9%	283k	23.81	View chart
O'reilly Automotive (ORLY)	0.1	$6.4M	+26%	70k	92.31	View chart
Paychex (PAYX)	0.1	$6.4M		70k	92.12	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$6.2M		125k	49.69	View chart
McDonald's Corporation (MCD)	0.1	$6.1M	+9%	20k	310.79	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$6.0M		84k	71.73	View chart
Ge Aerospace Com New (GE)	0.1	$5.8M	+5%	20k	283.78	View chart
Monolithic Power Systems (MPWR)	0.1	$5.7M	+11%	5.2k	1093.36	View chart
Kroger (KR)	0.1	$5.7M	+6%	79k	72.36	View chart
Emcor (EME)	0.1	$5.7M	+7%	7.7k	738.32	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$5.7M		189k	30.07	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.7M	+9%	53k	106.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.6M		53k	106.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.5M	-2%	219k	25.10	View chart
Garmin SHS (GRMN)	0.1	$5.5M	+26%	24k	232.01	View chart
Merck & Co (MRK)	0.1	$5.4M	+19%	45k	120.29	View chart
Bank of America Corporation (BAC)	0.1	$5.4M		111k	48.75	View chart
Blackrock (BLK)	0.1	$5.2M		5.4k	961.71	View chart
Lpl Financial Holdings (LPLA)	0.1	$5.1M	+3%	17k	300.83	View chart
Arista Networks Com Shs (ANET)	0.1	$5.1M		42k	122.78	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.1M	-25%	21k	243.08	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$5.0M		43k	118.45	View chart
Bristol Myers Squibb (BMY)	0.1	$5.0M	+4%	83k	60.65	View chart
Intel Corporation (INTC)	0.1	$4.9M	-18%	112k	44.13	View chart
Entergy Corporation (ETR)	0.1	$4.9M		44k	112.36	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$4.8M	-2%	127k	38.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.8M	+73%	35k	138.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.8M	+6%	9.6k	499.66	View chart
Ge Vernova (GEV)	0.1	$4.8M	+27%	5.5k	872.92	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.8M	+48%	33k	146.28	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$4.7M	+2%	132k	35.94	View chart
Cardinal Health (CAH)	0.1	$4.7M	+4%	22k	211.31	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$4.6M		56k	81.50	View chart
Hartford Financial Services (HIG)	0.1	$4.5M	+10%	34k	135.23	View chart
Arch Cap Group Ord (ACGL)	0.1	$4.5M	-12%	47k	95.99	View chart
Coca-Cola Company (KO)	0.1	$4.5M	+12%	59k	76.05	View chart
Starbucks Corporation (SBUX)	0.1	$4.5M	+7%	50k	89.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$4.4M	+3%	15k	302.29	View chart
Qualcomm (QCOM)	0.1	$4.4M	-16%	34k	128.78	View chart
Parker-Hannifin Corporation (PH)	0.1	$4.3M	+14%	4.8k	895.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.3M	+2%	12k	356.56	View chart
Wec Energy Group (WEC)	0.1	$4.3M	+2%	37k	115.77	View chart
American Express Company (AXP)	0.1	$4.2M		14k	302.49	View chart
Amgen (AMGN)	0.1	$4.2M	-3%	12k	351.85	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$4.1M	-3%	58k	70.91	View chart
Deere & Company (DE)	0.1	$4.1M	-7%	7.2k	563.29	View chart
Advisors Ser Tr Scharf Etf (KAT)	0.1	$4.0M	-36%	76k	53.59	View chart
Coupang Cl A (CPNG)	0.1	$3.9M		209k	18.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.9M	-3%	50k	78.66	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.8M	-36%	76k	50.14	View chart
Boeing Company (BA)	0.1	$3.8M	+17%	19k	199.03	View chart
Goldman Sachs (GS)	0.1	$3.7M	+29%	4.4k	846.09	View chart
Cme (CME)	0.1	$3.6M	+4%	12k	295.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.6M	+20%	17k	213.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.6M	-4%	46k	78.41	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.5M	-5%	27k	130.94	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$3.5M	-2%	162k	21.49	View chart
State Street Corporation (STT)	0.1	$3.5M	+7%	28k	126.56	View chart
NVR (NVR)	0.1	$3.5M		528.00	6589.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.5M	+45%	113k	30.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$3.5M	-2%	38k	90.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$3.5M		176k	19.62	View chart
Danaher Corporation (DHR)	0.1	$3.4M	-14%	18k	189.60	View chart
Verizon Communications (VZ)	0.1	$3.4M	+18%	68k	50.20	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$3.4M	+2%	208k	16.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.4M		168k	20.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$3.4M		184k	18.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$3.4M		175k	19.53	View chart
Southern Copper Corporation (SCCO)	0.1	$3.4M		20k	172.08	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$3.3M		200k	16.72	View chart
Abbott Laboratories (ABT)	0.1	$3.3M	-10%	32k	102.67	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.3M	-13%	140k	23.22	View chart
American Intl Group Com New (AIG)	0.1	$3.2M	+21%	42k	75.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.1M	+2%	108k	29.13	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$3.1M	+2%	152k	20.59	View chart
CRH Ord (CRH)	0.1	$3.1M	+10%	29k	105.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.1M		4.4k	697.69	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.0M	-6%	109k	27.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.0M	+4%	34k	88.16	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.0M	+19%	53k	56.58	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$3.0M	-4%	16k	189.59	View chart
NetScout Systems (NTCT)	0.1	$3.0M	+20%	94k	31.79	View chart
Williams Companies (WMB)	0.1	$3.0M	+17%	41k	72.78	View chart
Pepsi (PEP)	0.1	$3.0M	-4%	19k	155.29	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.1	$2.9M		36k	82.09	View chart
Fiserv (FISV)	0.0	$2.9M	+22%	52k	55.80	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$2.9M		4.00	718140.00	View chart
Delta Air Lines Com New (DAL)	0.0	$2.8M	+5%	43k	66.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$2.8M	+5%	13k	215.06	View chart
Morgan Stanley Com New (MS)	0.0	$2.8M	-17%	17k	164.58	View chart
Nextera Energy (NEE)	0.0	$2.8M	+45%	30k	92.88	View chart
Keysight Technologies (KEYS)	0.0	$2.8M	+17%	9.8k	282.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$2.7M		24k	113.11	View chart
General Dynamics Corporation (GD)	0.0	$2.7M	+14%	7.9k	343.22	View chart
Wells Fargo & Company (WFC)	0.0	$2.7M	+11%	34k	79.61	View chart
Anglogold Ashanti Com Shs (AU)	0.0	$2.7M	-2%	28k	97.36	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$2.7M	+21%	20k	132.90	View chart
Bank Of N T Butterfield & So Shs New (NTB)	0.0	$2.7M	+13%	51k	52.48	View chart
W.R. Berkley Corporation (WRB)	0.0	$2.6M	+6%	40k	66.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.6M		9.1k	287.18	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$2.6M		61k	42.56	View chart
Kla Corp Com New (KLAC)	0.0	$2.5M	+18%	1.7k	1472.41	View chart
Nasdaq Omx (NDAQ)	0.0	$2.4M	+13%	29k	84.89	View chart
Sanmina (SANM)	0.0	$2.4M	+24%	19k	129.64	View chart
Canadian Pacific Kansas City (CP)	0.0	$2.4M	-11%	31k	78.67	View chart
Cheniere Energy Com New (LNG)	0.0	$2.4M	+6%	8.5k	283.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.4M		9.7k	248.00	View chart
Lowe's Companies (LOW)	0.0	$2.4M		10k	236.27	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.4M	+171%	3.9k	604.41	View chart
Fortinet (FTNT)	0.0	$2.4M		29k	81.72	View chart
Citigroup Com New (C)	0.0	$2.4M	-14%	21k	113.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.4M		24k	97.13	View chart
ConocoPhillips (COP)	0.0	$2.4M	-2%	18k	132.00	View chart
EOG Resources (EOG)	0.0	$2.3M	+8%	16k	144.57	View chart
Union Pacific Corporation (UNP)	0.0	$2.3M	-18%	9.3k	242.62	View chart
Palo Alto Networks (PANW)	0.0	$2.2M	-9%	14k	160.32	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$2.2M	+209%	4.8k	463.21	View chart
Uber Technologies (UBER)	0.0	$2.2M		31k	71.93	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$2.2M		87k	25.07	View chart
Whitestone REIT (WSR)	0.0	$2.2M	+10%	134k	16.17	View chart
Honeywell International (HON)	0.0	$2.1M	-22%	9.3k	226.04	View chart
Snap-on Incorporated (SNA)	0.0	$2.1M	+50%	5.7k	363.22	View chart
Walt Disney Company (DIS)	0.0	$2.0M	+43%	21k	96.38	View chart
Remitly Global (RELY)	0.0	$2.0M	NEW	130k	15.67	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.0M	-10%	35k	56.86	View chart
Axis Cap Hldgs SHS (AXS)	0.0	$2.0M	+49%	19k	101.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$2.0M	+74%	26k	75.10	View chart

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 2026 Q1 filed May 4, 2026
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

View all past filings

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