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

Q: What is Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio value?

As of Q4 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management manages $5.6B across 891 reported positions in their SEC 13F filing.

Q: When did Empirical Financial Services, LLC d.b.a. Empirical Wealth Management last file a 13F?

The most recent 13F filing from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

CIK: 0001510434SEC EDGAR →

Portfolio Value

$5.6B

Holdings

891

As of

Q4 2025

New Positions

156

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDAPut NVIDIA CORPORATION	1,959,881	$365.5M	6.51%
2	QUAL ISHARES TR	1,764,425	$350.4M	6.24%
3	IQLT ISHARES TR	6,444,572	$292.9M	5.22%
4	MTUM ISHARES TR	974,177	$243.8M	4.34%
5	VTIP VANGUARD MALVERN FDS	4,653,452	$230.2M	4.10%
6	VCSH VANGUARD SCOTTSDALE FDS	2,429,096	$193.7M	3.45%
7	AAPLPut APPLE INC	621,346	$168.9M	3.01%
8	DFUV DIMENSIONAL ETF TRUST	3,058,248	$142.5M	2.54%
9	EFV ISHARES TR	1,928,740	$137.7M	2.45%
10	IEMG ISHARES INC	1,941,744	$130.5M	2.32%

Quarterly Changes

Top Buys

QUAL↑ Increased

$158.7M

IQLT↑ Increased

$138.8M

META↑ Increased

$76.7M

AMZNNEW

$68.1M

SPY↑ Increased

$64.3M

Top Sells

AMZNCLOSED

$58.7M

AVGOCLOSED

$29.0M

COST↓ Decreased

$21.5M

MTUM↓ Decreased

$20.5M

CMI↓ Decreased

$14.5M

New Positions (198)

$68.1M · 295K shares

$33.2M · 96K shares

$6.6M · 119K shares

$3.1M · 148K shares

$1.8M · 27K shares

$1.7M · 8K shares

$1.1M · 28K shares

$1.0M · 14K shares

$907K · 33K shares

$749K · 23K shares

$747K · 28K shares

$709K · 15K shares

$708K · 13K shares

$662K · 8K shares

$621K · 9K shares

$617K · 6K shares

$615K · 26K shares

$589K · 48K shares

$588K · 3K shares

$536K · 3K shares

$534K · 7K shares

$520K · 7K shares

$515K · 29K shares

$510K · 4K shares

$506K · 25K shares

$494K · 3K shares

$490K · 16K shares

$487K · 4K shares

$480K · 2K shares

$479K · 2K shares

$478K · 13K shares

$477K · 865 shares

$473K · 49K shares

$469K · 9K shares

$468K · 3K shares

$467K · 1K shares

$464K · 48K shares

$463K · 12K shares

$455K · 17K shares

$453K · 3K shares

$450K · 6K shares

$450K · 990 shares

$446K · 34K shares

$443K · 14K shares

$437K · 3K shares

$437K · 314 shares

$436K · 2K shares

$434K · 2K shares

$433K · 10K shares

$419K · 2K shares

$419K · 2K shares

$418K · 27K shares

$416K · 3K shares

$413K · 2K shares

$412K · 3K shares

$411K · 21K shares

$407K · 2K shares

$401K · 645 shares

$401K · 1K shares

$400K · 9K shares

LAMR

$395K · 3K shares

UHS

$393K · 2K shares

$391K · 13K shares

$390K · 5K shares

$386K · 13K shares

$385K · 7K shares

$383K · 2K shares

$381K · 4K shares

$379K · 1K shares

$367K · 7K shares

$366K · 4K shares

$366K · 1K shares

$365K · 4K shares

$361K · 27K shares

$360K · 3K shares

$352K · 4K shares

SLV

$351K · 5K shares

$349K · 8K shares

$343K · 5K shares

$341K · 15K shares

$339K · 8K shares

$338K · 31K shares

$336K · 2K shares

$335K · 752 shares

$334K · 6K shares

$331K · 4K shares

$331K · 6K shares

$330K · 12K shares

$327K · 4K shares

$326K · 4K shares

$322K · 9K shares

$320K · 9K shares

TELFY

$319K · 79K shares

$319K · 8K shares

$318K · 19K shares

$316K · 2K shares

$314K · 13K shares

$314K · 2K shares

$312K · 6K shares

$310K · 5K shares

PCTY

$309K · 2K shares

TXG

$309K · 19K shares

HBC2

$307K · 4K shares

$300K · 4K shares

$285K · 3K shares

$283K · 9K shares

$283K · 10K shares

$282K · 6K shares

$280K · 6K shares

$278K · 979 shares

$278K · 10K shares

$277K · 2K shares

$274K · 3K shares

$273K · 2K shares

$271K · 1K shares

$270K · 6K shares

$268K · 44K shares

$268K · 15K shares

$267K · 9K shares

$267K · 6K shares

$267K · 2K shares

$266K · 9K shares

$266K · 2K shares

$265K · 3K shares

$264K · 4K shares

$264K · 10K shares

$263K · 2K shares

$260K · 7K shares

$256K · 318 shares

$256K · 1K shares

$255K · 2K shares

$255K · 7K shares

$253K · 5K shares

$250K · 22K shares

$250K · 6K shares

$248K · 10K shares

$248K · 11K shares

$248K · 4K shares

$247K · 6K shares

$246K · 2K shares

$244K · 2K shares

$242K · 675 shares

$242K · 580 shares

$242K · 14K shares

$241K · 9K shares

$240K · 792 shares

$240K · 6K shares

$236K · 5K shares

$233K · 3K shares

$233K · 9K shares

$232K · 3K shares

$232K · 11K shares

$231K · 5K shares

$228K · 2K shares

$227K · 977 shares

$226K · 2K shares

$223K · 4K shares

$223K · 3K shares

$221K · 2K shares

$218K · 2K shares

$218K · 976 shares

$218K · 3K shares

$217K · 4K shares

$216K · 14K shares

$214K · 8K shares

$214K · 664 shares

$214K · 2K shares

$213K · 2K shares

$213K · 9K shares

$213K · 3K shares

$212K · 1K shares

$211K · 5K shares

$211K · 2K shares

$209K · 728 shares

$209K · 2K shares

$208K · 6K shares

$208K · 694 shares

$207K · 3K shares

$206K · 1K shares

$206K · 3K shares

$205K · 948 shares

$205K · 3K shares

$205K · 9K shares

$204K · 2K shares

$203K · 1K shares

$203K · 9K shares

$201K · 657 shares

$199K · 9K shares

$156K · 20K shares

$148K · 14K shares

$139K · 11K shares

$133K · 11K shares

$113K · 16K shares

$112K · 17K shares

$111K · 34K shares

$99K · 12K shares

$76K · 12K shares

$56K · 10K shares

Closed Positions (97)

$58.7M · 267K shares

$29.0M · 88K shares

$3.4M · 163K shares

$1.8M · 36K shares

$832K · 9K shares

$746K · 32K shares

$676K · 9K shares

$675K · 34K shares

$641K · 7K shares

$618K · 27K shares

$605K · 17K shares

$603K · 10K shares

$572K · 2K shares

$561K · 8K shares

$522K · 8K shares

$514K · 5K shares

$499K · 10K shares

$490K · 7K shares

$468K · 5K shares

$466K · 4K shares

$457K · 18K shares

AMRX

$449K · 45K shares

APTV

$441K · 5K shares

$438K · 13K shares

$437K · 244 shares

$432K · 4K shares

$420K · 3K shares

$407K · 3K shares

$403K · 80K shares

$383K · 1K shares

$383K · 10K shares

$381K · 7K shares

$380K · 544 shares

$353K · 30K shares

$352K · 6K shares

$348K · 3K shares

$344K · 2K shares

$343K · 2K shares

$341K · 2K shares

ROM

$336K · 4K shares

WSO

$316K · 781 shares

$306K · 2K shares

CTVA

$302K · 4K shares

DRI

$299K · 2K shares

EQT

$298K · 5K shares

$293K · 6K shares

$292K · 979 shares

$279K · 2K shares

$278K · 3K shares

$278K · 6K shares

$275K · 771 shares

$274K · 2K shares

$272K · 8K shares

$272K · 6K shares

$271K · 3K shares

$270K · 2K shares

$262K · 12K shares

$261K · 10K shares

$260K · 1K shares

$258K · 7K shares

$254K · 307 shares

$254K · 29K shares

$246K · 7K shares

$245K · 7K shares

$243K · 13K shares

$237K · 4K shares

$237K · 3K shares

$235K · 2K shares

$231K · 4K shares

$230K · 3K shares

$229K · 44K shares

$224K · 4K shares

$222K · 999 shares

$219K · 708 shares

$217K · 3K shares

$215K · 3K shares

$215K · 27K shares

$213K · 1K shares

$213K · 2K shares

$212K · 3K shares

$211K · 2K shares

$210K · 17K shares

$209K · 4K shares

$208K · 724 shares

$205K · 19K shares

$204K · 8K shares

$203K · 3K shares

$202K · 919 shares

$201K · 1K shares

$201K · 8K shares

$200K · 1K shares

$180K · 12K shares

$171K · 10K shares

$140K · 13K shares

$100K · 12K shares

$47K · 14K shares

$43K · 14K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	332	$3.6B	67.4%
Technology	117	$955.0M	18.1%
Consumer Cyclical	65	$171.5M	3.3%
Industrials	99	$121.6M	2.3%
Communication Services	21	$108.7M	2.1%
Healthcare	69	$95.0M	1.8%
Unknown	49	$82.7M	1.6%
Consumer Defensive	29	$65.5M	1.2%
Energy	35	$43.7M	0.8%
Real Estate	23	$27.2M	0.5%
Basic Materials	26	$26.6M	0.5%
Utilities	26	$24.1M	0.5%