§ 13F · FUND PROFILE
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.0B (13F)Positions · 1170Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 1.76M | $337M | 5.8% | ±0% |
| 2 | IQLT | ISHARES TR | 6.81M | $315M | 5.4% | +6% |
| 3 | VTIP | VANGUARD MALVERN FDS | 4.85M | $242M | 4.2% | +5% |
| 4 | MTUM | ISHARES TR | 957K | $230M | 4.0% | −1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 2.74M | $217M | 3.8% | +13% |
| 6 | NVDA | NVIDIA CORPORATION | 1.06M | $185M | 3.2% | +8% |
| 7 | NVDA | NVIDIA CORPORATION | 896K | $156M | 2.7% | — |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 3.17M | $154M | 2.7% | +4% |
| 9 | EFV | ISHARES TR | 1.97M | $147M | 2.5% | +4% |
| 10 | AAPL | APPLE INC | 562K | $143M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EMPIRICAL SIGNAL
AC read
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management is a Other fund managing $5.0 billion in assets. The fund runs a massive portfolio of 1,170 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed