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

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

CIK 1510434 · Institution · as of Dec 31, 2025
Portfolio value
$5.58B
Positions
891
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 891 →
CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$350.45M1,764,4256.3%
NVIDIA Corp$327.01M1,753,3815.9%
iShares Tr$292.91M6,444,5725.3%
iShares MSCI UAE ETF$243.85M974,1774.4%
Vanguard Malvern Fds$230.16M4,653,4524.1%
Vanguard Scottsdale Fds$193.67M2,429,0963.5%
Apple Inc.$168.65M620,3463.0%
Dimensional ETF Trust$142.48M3,058,2482.6%
iShares Tr$137.73M1,928,7402.5%
iShares Inc$130.52M1,941,7442.3%
Vanguard Scottsdale Fds$114.79M1,370,6682.1%
Microsoft Corp$111.04M229,6032.0%
Dimensional ETF Trust$90.21M1,807,7921.6%
SPDR Series Trust$89.18M3,522,3041.6%
Meta Platforms Inc$70.59M106,9421.3%
Amazon.com Inc$68.11M295,0781.2%
SPDR S&P 500 ETF Tr$67.30M98,6881.2%
Vanguard Index Fds$65.40M342,4021.2%
Vanguard Scottsdale Fds$65.00M1,106,7471.2%
American Centy ETF Tr$57.55M612,4141.0%
Vanguard Tax-Managed Fds$56.78M908,9891.0%
Dimensional ETF Trust$54.68M918,3851.0%
Alphabet Inc.$47.52M151,4330.9%
WisdomTree Tr$42.45M723,4640.8%
American Centy ETF Tr$40.26M394,7690.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.