Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.91 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $280M, Ishares Msci Usa Momentum Fact with a value of $264M, Vanguard Sht Trm Inflt Prot Fd with a value of $218M, Ishares Msci Usa Quality Facto with a value of $192M, and Vanguard Sht Term Corp Bd ETF with a value of $187M.

Examining the 13F form we can see an increase of $543M in the current position value, from $4.37B to 4.91B.

Below you can find more details about Empirical Financial Services, LLC D.B.A. Empirical Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $4.91 Billion
ETFs: $3.09 Billion
Technology: $836 Million
Financial Services: $183 Million
Communication Services: $179 Million
Consumer Cyclical: $171 Million
Industrials: $142 Million
Healthcare: $103 Million
Consumer Defensive: $100 Million
Other: $105 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$280 Million 5.7% of portfolio
1,500,493
Q3 2025 Added 36.52%
$0
$264 Million 5.38% of portfolio
1,030,720
Q3 2025 Reduced 0.05%
$0
$218 Million 4.43% of portfolio
4,300,563
Q3 2025 Added 5.3%
$0
$192 Million 3.9% of portfolio
985,960
Q3 2025 Added 3.77%
$0
$187 Million 3.8% of portfolio
2,336,613
Q3 2025 Added 3.56%
$0
$154 Million 3.14% of portfolio
3,487,855
Q3 2025 Added 4.79%
$4.3T
$154 Million 3.13% of portfolio
602,915
Q3 2025 Added 1.76%
$0
$129 Million 2.62% of portfolio
2,881,660
Q3 2025 Added 5.55%
$0
$127 Million 2.58% of portfolio
1,871,231
Q3 2025 Added 2.88%
$3.78T
$118 Million 2.4% of portfolio
227,352
Q3 2025 Added 9.04%
$0
$111 Million 2.27% of portfolio
1,323,030
Q3 2025 Added 2.65%
$0
$94.8 Million 1.93% of portfolio
1,766,844
Q3 2025 Added 0.49%
$0
$84.7 Million 1.73% of portfolio
3,310,477
Q3 2025 Added 5.26%
$0
$84.6 Million 1.72% of portfolio
1,834,355
Q3 2025 Added 0.54%
$1.37T
$76.8 Million 1.56% of portfolio
104,570
Q3 2025 Added 16.41%
$0
$64.6 Million 1.32% of portfolio
346,440
Q3 2025 Reduced 1.01%
$0
$61.7 Million 1.26% of portfolio
1,047,642
Q3 2025 Added 3.44%
$2.39T
$58.4 Million 1.19% of portfolio
265,964
Q3 2025 Added 24.74%
$0
$53.9 Million 1.1% of portfolio
898,707
Q3 2025 Reduced 1.28%
$0
$52.9 Million 1.08% of portfolio
594,022
Q3 2025 Added 2.68%
$0
$52.8 Million 1.07% of portfolio
906,255
Q3 2025 Reduced 1.76%
$1.74T
$38.5 Million 0.78% of portfolio
158,167
Q3 2025 Added 12.49%
$0
$36.8 Million 0.75% of portfolio
402,241
Q3 2025 Added 3.92%
$0
$35.9 Million 0.73% of portfolio
361,072
Q3 2025 Added 9.43%
$0
$33.1 Million 0.67% of portfolio
728,102
Q3 2025 Added 4.19%
$0
$30.5 Million 0.62% of portfolio
214,060
Q3 2025 Reduced 0.42%
$319B
$30.3 Million 0.62% of portfolio
442,297
Q3 2025 Added 2.87%
$1.29T
$29.3 Million 0.6% of portfolio
65,823
Q3 2025 Reduced 4.47%
$0
$29.1 Million 0.59% of portfolio
88,766
Q3 2025 Added 40.78%
$139B
$29 Million 0.59% of portfolio
87,771
Q3 2025 Added 8.33%
$0
$28.3 Million 0.58% of portfolio
1,075,445
Q3 2025 Reduced 1.38%
$0
$27.6 Million 0.56% of portfolio
132,274
Q3 2025 Reduced 0.32%
$0
$27.6 Million 0.56% of portfolio
716,143
Q3 2025 Reduced 1.24%
$0
$26.4 Million 0.54% of portfolio
283,859
Q3 2025 Added 0.35%
$0
$26 Million 0.53% of portfolio
688,403
Q3 2025 Reduced 2.9%
$0
$24.6 Million 0.5% of portfolio
1,057,450
Q3 2025 Added 10.63%
$881B
$23.9 Million 0.49% of portfolio
75,686
Q3 2025 Added 10.64%
$0
$24.1 Million 0.49% of portfolio
721,565
Q3 2025 Added 8.89%
$0
$22.1 Million 0.45% of portfolio
322,275
Q3 2025 Added 1.44%
$404B
$21.5 Million 0.44% of portfolio
23,197
Q3 2025 Reduced 25.93%
$0
$21.7 Million 0.44% of portfolio
145,805
Q3 2025 Reduced 0.44%
$104B
$21.5 Million 0.44% of portfolio
325,933
Q3 2025 Added 1.08%
$0
$20.5 Million 0.42% of portfolio
1,121,163
Q3 2025 Added 0.32%
$0
$19.9 Million 0.41% of portfolio
103,917
Q3 2025 Reduced 3.35%
$0
$20.3 Million 0.41% of portfolio
83,092
Q3 2025 Added 14.28%
$0
$19.6 Million 0.4% of portfolio
48,651
Q3 2025 Added 17.57%
$1.65T
$19.3 Million 0.39% of portfolio
79,218
Q3 2025 Added 3.75%
$0
$18.6 Million 0.38% of portfolio
389,705
Q3 2025 Added 4.14%
$0
$18.4 Million 0.38% of portfolio
161,867
Q3 2025 Added 14.52%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $4.91 Billion
  • Prior Value $4.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 156 stocks
  • Additional Purchases 394 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 185 stocks
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email