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.
Stock Holdings Table
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