Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$3.9B
Holdings
646
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (646 positions)
| Stock | Value |
|---|---|
MTUMISHARES TR | $206.2M |
VTIPVANGUARD MALVERN FDS | $193.5M |
VCSHVANGUARD SCOTTSDALE FDS | $171.3M |
QUALISHARES TR | $170.5M |
IQLTISHARES TR | $126.6M |
DFUVDIMENSIONAL ETF TRUST | $113.8M |
AAPLAPPLE INC | $110.6M |
VCITVANGUARD SCOTTSDALE FDS | $102.2M |
EFVISHARES TR | $101.0M |
NVDANVIDIA CORPORATION | $100.3M |
IEMGISHARES INC | $91.7M |
SJNKSPDR SER TR | $75.6M |
MSFTMICROSOFT CORP | $74.7M |
DFIVDIMENSIONAL ETF TRUST | $73.2M |
VGSHVANGUARD SCOTTSDALE FDS | $57.5M |
SPYSPDR S&P 500 ETF TR | $51.2M |
VTVVANGUARD INDEX FDS | $50.6M |
METAMETA PLATFORMS INC | $48.5M |
DFATDIMENSIONAL ETF TRUST | $45.7M |
VEAVANGUARD TAX-MANAGED FDS | $44.2M |
AVDVAMERICAN CENTY ETF TR | $39.0M |
AMZNAMAZON COM INC | $38.4M |
COSTCOSTCO WHSL CORP NEW | $34.7M |
VNQVANGUARD INDEX FDS | $34.5M |
CSCOCISCO SYS INC | $25.6M |
AVUVAMERICAN CENTY ETF TR | $25.6M |
VSSVANGUARD INTL EQUITY INDEX F | $25.3M |
DFACDIMENSIONAL ETF TRUST | $24.2M |
ESGDISHARES TR | $23.8M |
SCHCSCHWAB STRATEGIC TR | $23.0M |
VBRVANGUARD INDEX FDS | $23.0M |
GOOGALPHABET INC | $23.0M |
ADPAUTOMATIC DATA PROCESSING IN | $19.8M |
STIPISHARES TR | $19.7M |
SCHFSCHWAB STRATEGIC TR | $19.1M |
XFEBFIRST TR EXCH TRADED FD III | $18.9M |
MOALTRIA GROUP INC | $18.7M |
SCHESCHWAB STRATEGIC TR | $18.0M |
DFASDIMENSIONAL ETF TRUST | $17.9M |
4I1PHILIP MORRIS INTL INC | $17.4M |
FISVFISERV INC | $17.3M |
VTIVANGUARD INDEX FDS | $17.2M |
WMTWALMART INC | $16.8M |
TXNTEXAS INSTRS INC | $16.6M |
OZBELPOINTE PREP LLC | $16.2M |
NULVNUSHARES ETF TR | $15.8M |
SCHXSCHWAB STRATEGIC TR | $15.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $15.4M |
TSLATESLA INC | $15.3M |
JPMJPMORGAN CHASE & CO. | $15.1M |
HYMBSPDR SER TR | $14.6M |
VNQIVANGUARD INTL EQUITY INDEX F | $14.3M |
MGCVANGUARD WORLD FD | $14.2M |
ADIANALOG DEVICES INC | $14.2M |
EFGISHARES TR | $13.8M |
VVVANGUARD INDEX FDS | $13.7M |
FPFFIRST TR EXCH TRD ALPHDX FD | $13.1M |
MGVVANGUARD WORLD FD | $13.1M |
IWCISHARES TR | $12.7M |
VWOVANGUARD INTL EQUITY INDEX F | $12.5M |
MGKVANGUARD WORLD FD | $12.3M |
JNJJOHNSON & JOHNSON | $12.1M |
VBVANGUARD INDEX FDS | $11.8M |
7HPHP INC | $11.5M |
XOMEXXON MOBIL CORP | $11.4M |
AVGOBROADCOM INC | $11.1M |
IBMINTERNATIONAL BUSINESS MACHS | $11.0M |
GOOGLALPHABET INC | $11.0M |
VFMOVANGUARD WELLINGTON FD | $10.8M |
LLYELI LILLY & CO | $10.6M |
BKBANK NEW YORK MELLON CORP | $10.6M |
NDQINVESCO QQQ TR | $10.6M |
ADBEADOBE INC | $10.5M |
SCHVSCHWAB STRATEGIC TR | $10.5M |
VOOVANGUARD INDEX FDS | $10.5M |
EWXSPDR INDEX SHS FDS | $10.5M |
ESGEISHARES INC | $10.4M |
IVVISHARES TR | $10.4M |
VVISA INC | $10.4M |
PAYXPAYCHEX INC | $10.4M |
IJRISHARES TR | $10.3M |
CMICUMMINS INC | $10.2M |
SCHASCHWAB STRATEGIC TR | $10.1M |
ESMLISHARES TR | $9.9M |
VYMVANGUARD WHITEHALL FDS | $9.5M |
EBIRBB FUND TRUST | $9.5M |
TAT&T INC | $9.4M |
SCHWSCHWAB CHARLES CORP | $9.3M |
VOEVANGUARD INDEX FDS | $9.3M |
ORCLORACLE CORP | $8.9M |
NUMVNUSHARES ETF TR | $8.8M |
NFLXNETFLIX INC | $8.7M |
DWXSPDR INDEX SHS FDS | $8.6M |
EMREMERSON ELEC CO | $8.5M |
ABBVABBVIE INC | $8.2M |
FNDFSCHWAB STRATEGIC TR | $8.2M |
CVXCHEVRON CORP NEW | $8.0M |
IWBISHARES TR | $7.9M |
BLKBLACKROCK INC | $7.6M |
ACGLARCH CAP GROUP LTD | $7.5M |
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