Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK: 1510434SEC EDGAR →
Portfolio Value
$2.9T
Holdings
984
As of
Q1 2026
New Positions
978
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 6,839,909 | $316.2B | 10.92% |
| 2 | VANGUARD MALVERN FDS | 4,890,809 | $244.3B | 8.44% |
| 3 | VANGUARD SCOTTSDALE FDS | 2,738,923 | $217.1B | 7.50% |
| 4 | DIMENSIONAL ETF TRUST | 3,194,495 | $154.8B | 5.35% |
| 5 | ISHARES TR | 2,009,214 | $149.4B | 5.16% |
| 6 | ISHARES INC | 1,984,690 | $138.4B | 4.78% |
| 7 | VANGUARD SCOTTSDALE FDS | 1,391,592 | $115.2B | 3.98% |
| 8 | DIMENSIONAL ETF TRUST | 1,785,481 | $94.2B | 3.26% |
| 9 | VANGUARD SCOTTSDALE FDS | 1,150,169 | $67.3B | 2.33% |
| 10 | AMERICAN CENTY ETF TR | 630,579 | $63.0B | 2.18% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 344 | $2.4T | 84.2% |
| Unknown | 56 | $107.7B | 3.7% |
| Technology | 137 | $103.2B | 3.6% |
| Consumer Defensive | 34 | $46.0B | 1.6% |
| Communication Services | 29 | $38.1B | 1.3% |
| Industrials | 114 | $37.5B | 1.3% |
| Consumer Cyclical | 67 | $28.7B | 1.0% |
| Healthcare | 72 | $26.2B | 0.9% |
| Energy | 38 | $23.7B | 0.8% |
| Real Estate | 33 | $22.9B | 0.8% |
| Basic Materials | 31 | $11.2B | 0.4% |
| Utilities | 29 | $11.0B | 0.4% |