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 Market Cap. of $2 Billions to $10 Billions
