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

CIK: 0001510434SEC EDGAR →

Portfolio Value

$5.6B

Holdings

891

As of

Q4 2025

New Positions

156

Closed Positions

Portfolio Value History

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

NVDA↑ Increased

$306.5B

VTIP↑ Increased

$217.5B

QUAL↑ Increased

$191.4B

VCSH↑ Increased

$186.6B

IQLT↑ Increased

$153.8B

Top Sells

MTUM↓ Decreased

$264.1B

DFIV↓ Decreased

$84.5B

VTV↓ Decreased

$64.5B

AMZNCLOSED

$58.7B

GOOG↓ Decreased

$38.5B

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 · 990 shares

$450K · 6K shares

$446K · 34K shares

$443K · 14K shares

$437K · 314 shares

$437K · 3K 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 · 2K shares

$314K · 13K 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 · 10K shares

$278K · 979 shares

$277K · 2K shares

$274K · 3K shares

$273K · 2K shares

$271K · 1K shares

$270K · 6K shares

$268K · 15K shares

$268K · 44K shares

$267K · 6K shares

$267K · 9K shares

$267K · 2K shares

$266K · 9K shares

$266K · 2K shares

$265K · 3K shares

$264K · 10K shares

$264K · 4K shares

$263K · 2K shares

$260K · 7K shares

$256K · 318 shares

$256K · 1K shares

$255K · 7K shares

$255K · 2K shares

$253K · 5K shares

$250K · 22K shares

$250K · 6K shares

$248K · 4K shares

$248K · 11K shares

$248K · 10K shares

$247K · 6K shares

$246K · 2K shares

$244K · 2K shares

$242K · 14K shares

$242K · 675 shares

$242K · 580 shares

$241K · 9K shares

$240K · 6K shares

$240K · 792 shares

$236K · 5K shares

$233K · 9K shares

$233K · 3K shares

$232K · 11K shares

$232K · 3K shares

$231K · 5K shares

$228K · 2K shares

$227K · 977 shares

$226K · 2K shares

$223K · 3K shares

$223K · 4K shares

$221K · 2K shares

$218K · 976 shares

$218K · 2K shares

$218K · 3K shares

$217K · 4K shares

$216K · 14K shares

$214K · 2K shares

$214K · 8K shares

$214K · 664 shares

$213K · 9K shares

$213K · 2K shares

$213K · 3K shares

$212K · 1K shares

$211K · 2K shares

$211K · 5K shares

$209K · 728 shares

$209K · 2K shares

$208K · 694 shares

$208K · 6K shares

$207K · 3K shares

$206K · 3K shares

$206K · 1K shares

$205K · 3K shares

$205K · 948 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)

$58.7B · 267K shares

$29.0B · 88K shares

$3.4B · 163K shares

$1.8B · 36K shares

$831.6M · 9K shares

$746.5M · 32K shares

$676.3M · 9K shares

$675.5M · 34K shares

$640.9M · 7K shares

$618.2M · 27K shares

$605.1M · 17K shares

$602.5M · 10K shares

$571.6M · 2K shares

$560.9M · 8K shares

$522.0M · 8K shares

$514.4M · 5K shares

$499.1M · 10K shares

$489.7M · 7K shares

$468.5M · 5K shares

$466.4M · 4K shares

$457.3M · 18K shares

AMRX

$448.7M · 45K shares

APTV

$440.8M · 5K shares

$438.4M · 13K shares

$436.6M · 244 shares

$432.2M · 4K shares

$419.6M · 3K shares

$407.3M · 3K shares

$403.4M · 80K shares

$382.7M · 1K shares

$382.5M · 10K shares

$380.7M · 7K shares

$379.7M · 544 shares

$352.8M · 30K shares

$351.8M · 6K shares

$348.1M · 3K shares

$343.8M · 2K shares

$342.6M · 2K shares

$341.5M · 2K shares

ROM

$335.6M · 4K shares

WSO

$315.8M · 781 shares

$305.6M · 2K shares

CTVA

$302.4M · 4K shares

DRI

$298.9M · 2K shares

EQT

$298.4M · 5K shares

$293.1M · 6K shares

$291.7M · 979 shares

$278.9M · 2K shares

$278.4M · 3K shares

$277.8M · 6K shares

$274.9M · 771 shares

$274.4M · 2K shares

$272.0M · 8K shares

$271.9M · 6K shares

$270.8M · 3K shares

$269.7M · 2K shares

$261.7M · 12K shares

$260.7M · 10K shares

$260.2M · 1K shares

$258.4M · 7K shares

$254.3M · 307 shares

$254.0M · 29K shares

$246.3M · 7K shares

$245.1M · 7K shares

$243.0M · 13K shares

$237.2M · 4K shares

$237.2M · 3K shares

$235.2M · 2K shares

$231.3M · 4K shares

$229.9M · 3K shares

$229.4M · 44K shares

$224.0M · 4K shares

$222.0M · 999 shares

$219.3M · 708 shares

$216.6M · 3K shares

$214.8M · 3K shares

$214.5M · 27K shares

$213.4M · 1K shares

$212.7M · 2K shares

$212.2M · 3K shares

$211.3M · 2K shares

$210.0M · 17K shares

$209.3M · 4K shares

$208.4M · 724 shares

$204.6M · 19K shares

$204.4M · 8K shares

$202.9M · 3K shares

$201.7M · 919 shares

$201.4M · 1K shares

$201.0M · 8K shares

$200.3M · 1K shares

$179.7M · 12K shares

$171.2M · 10K shares

$140.4M · 13K shares

$100.2M · 12K shares

$46.5M · 14K shares

$43.2M · 14K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	331	$3.7B	65.4%
Technology	117	$962.5M	17.1%
Consumer Cyclical	65	$186.4M	3.3%
Communication Services	21	$179.3M	3.2%
Industrials	99	$157.7M	2.8%
Healthcare	69	$123.5M	2.2%
Unknown	50	$121.5M	2.2%
Consumer Defensive	29	$84.7M	1.5%
Energy	35	$43.7M	0.8%
Real Estate	23	$27.2M	0.5%
Utilities	26	$26.9M	0.5%
Basic Materials	26	$26.6M	0.5%