Institutional Manager · CIK 0001510434
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Seattle, WA · File #028-14067
Latest AUM
$5.61B
Positions
1,378
Top-10 Concentration
54.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,378 pos · $5.61B
- 13F HOLDINGS REPORTQ/E Sep 20251,170 pos · $5.00B
- 13F HOLDINGS REPORTQ/E Jun 2025984 pos · $4.43B
- 13F HOLDINGS REPORTQ/E Mar 2025825 pos · $3.89B
- 13F HOLDINGS REPORTQ/E Dec 2024698 pos · $3.69B
- 13F HOLDINGS REPORTQ/E Sep 2024570 pos · $3.56B
- 13F HOLDINGS REPORTQ/E Jun 2024562 pos · $3.37B
- 13F HOLDINGS REPORTQ/E Mar 2024530 pos · $3.31B
- 13F HOLDINGS REPORTQ/E Dec 2023465 pos · $2.55B
- 13F HOLDINGS REPORTQ/E Sep 2023460 pos · $2.49B
- 13F HOLDINGS REPORTQ/E Jun 2023463 pos · $2.31B
- 13F HOLDINGS REPORTQ/E Mar 2023459 pos · $2.12B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F339 | 1,757,522 | $349.1M | 9.05% |
| 2 | ISHARES TR | 46434V456 | 6,425,806 | $292.1M | 7.57% |
| 3 | ISHARES TR | 46432F396 | 971,779 | $243.2M | 6.31% |
| 4 | NVIDIA CORPORATION | NVDA | 1,245,495 | $232.3M | 6.02% |
| 5 | VANGUARD MALVERN FDS | 922020805 | 4,628,760 | $228.9M | 5.94% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,428,277 | $193.6M | 5.02% |
| 7 | APPLE INC | AAPL | 586,988 | $159.6M | 4.14% |
| 8 | DIMENSIONAL ETF TRUST | 25434V724 | 3,042,782 | $141.8M | 3.68% |
| 9 | ISHARES TR | 464288877 | 1,905,855 | $136.1M | 3.53% |
| 10 | ISHARES INC | 46434G103 | 1,934,209 | $130.0M | 3.37% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 1,370,191 | $114.8M | 2.98% |
| 12 | MICROSOFT CORP | MSFT | 223,247 | $108.0M | 2.80% |
| 13 | NVIDIA CORPORATION | NVDA | 507,886 | $94.7M | 2.46% |
| 14 | DIMENSIONAL ETF TRUST | 25434V807 | 1,797,589 | $89.7M | 2.33% |
| 15 | SPDR SERIES TRUST | 78468R408 | 3,521,824 | $89.2M | 2.31% |
| 16 | SPDR S&P 500 ETF TR | SPY | 97,118 | $66.2M | 1.72% |
| 17 | AMAZON COM INC | AMZN | 285,901 | $66.0M | 1.71% |
| 18 | META PLATFORMS INC | META | 99,587 | $65.7M | 1.70% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,106,464 | $65.0M | 1.68% |
| 20 | VANGUARD INDEX FDS | 922908744 | 340,029 | $64.9M | 1.68% |