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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96B
$1.92 Million 0.04% of portfolio
74,373
Q3 2025 New
$658M
$1.57 Million 0.03% of portfolio
56,567
Q3 2025 Added 19.76%
$659M
$1.47 Million 0.03% of portfolio
119,862
Q3 2025 Added 6.31%
$861M
$948,000 0.02% of portfolio
5,605
Q3 2025 New
$1.72B
$831,000 0.02% of portfolio
21,248
Q3 2025 New
$408M
$1.21 Million 0.02% of portfolio
169,200
Q3 2025 Added 0.71%
$917M
$595,000 0.01% of portfolio
14,720
Q3 2025 Added 27.67%
$1.06B
$281,000 0.01% of portfolio
10,697
Q3 2025 Added 44.18%
$1.31B
$530,000 0.01% of portfolio
5,865
Q3 2025 Added 17.82%
$1.87B
$571,000 0.01% of portfolio
1,774
Q3 2025 Reduced 19.36%
$1.95B
$251,000 0.01% of portfolio
14,989
Q3 2025 Added 25.82%
$1.09B
$333,000 0.01% of portfolio
12,957
Q3 2025 New
$1.93B
$289,000 0.01% of portfolio
8,676
Q3 2025 New
$720M
$352,000 0.01% of portfolio
29,872
Q3 2025 New
$685M
$484,000 0.01% of portfolio
19,207
Q3 2025 New
$1.09B
$428,000 0.01% of portfolio
31,451
Q3 2025 New
$1.16B
$277,000 0.01% of portfolio
5,582
Q3 2025 Added 22.6%
$570M
$712,000 0.01% of portfolio
24,173
Q3 2025 Added 22.4%
$641M
$287,000 0.01% of portfolio
12,303
Q3 2025 New
$1.76B
$448,000 0.01% of portfolio
44,829
Q3 2025 Reduced 56.68%
$1.31B
$246,000 0.01% of portfolio
7,178
Q3 2025 Added 23.91%
$1.67B
$491,000 0.01% of portfolio
10,930
Q2 2025 Added 0.02%
$797M
$397,000 0.01% of portfolio
12,280
Q3 2025 New
$377M
$77,000 0.0% of portfolio
21,773
Q2 2024 New
$1.32B
$185,000 0.0% of portfolio
24,436
Q3 2025 New
$856M
$244,000 0.0% of portfolio
8,016
Q3 2025 Reduced 0.01%
$986M
$110,000 0.0% of portfolio
13,650
Q2 2023 New
$1.23B
$235,000 0.0% of portfolio
28,871
Q3 2025 New
$852M
$189,000 0.0% of portfolio
13,063
Q1 2025 Reduced 0.76%
$493M
$28,000 0.0% of portfolio
11,000
Q1 2025 Reduced 46.07%
$1.2B
$237,000 0.0% of portfolio
3,904
Q3 2025 New
$1.48B
$193,000 0.0% of portfolio
11,133
Q3 2025 New
$1.36B
$91,000 0.0% of portfolio
18,689
Q3 2025 Reduced 0.15%
$1.18B
$234,000 0.0% of portfolio
3,246
Q3 2025 New
$1.58B
$72,000 0.0% of portfolio
10,000
Q3 2024 New
$465M
$166,000 0.0% of portfolio
40,500
Q2 2025 Added 35.0%
$1.92B
$220,000 0.0% of portfolio
5,080
Q3 2025 New
$1.49B
$209,000 0.0% of portfolio
16,948
Q3 2025 Added 22.26%
$1.83B
$200,000 0.0% of portfolio
1,489
Q3 2025 New
$495M
$245,000 0.0% of portfolio
10,481
Q3 2025 New
$953M
$190,000 0.0% of portfolio
10,000
Q2 2025 New
$543M
$46,000 0.0% of portfolio
13,800
Q2 2025 New
$1.38B
$194,000 0.0% of portfolio
12,760
Q3 2025 New
$682M
$236,000 0.0% of portfolio
4,192
Q3 2025 New

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
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