§ 13F · FUND PROFILE
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4430.0T (13F)Positions · 984Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$132.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 1.76M | $349.1T | 6.2% | +80% |
| 2 | IQLT | ISHARES TR | 6.43M | $292.1T | 5.2% | +85% |
| 3 | MTUM | ISHARES TR | 972K | $243.2T | 4.3% | −5% |
| 4 | NVDA | NVIDIA CORPORATION | 1.25M | $232.3T | 4.1% | +2% |
| 5 | VTIP | VANGUARD MALVERN FDS | 4.63M | $228.9T | 4.1% | — |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 2.43M | $193.6T | 3.4% | — |
| 7 | AAPL | APPLE INC | 587K | $159.6T | 2.8% | +2% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 3.04M | $141.8T | 2.5% | +6% |
| 9 | EFV | ISHARES TR | 1.91M | $136.1T | 2.4% | — |
| 10 | IEMG | ISHARES INC | 1.93M | $130.0T | 2.3% | — |
§ 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 $4430046.9 trillion in assets. The fund runs a broad portfolio of 984 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed