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CIK: 0001510434
Total reported value
$6.9B
$6.9B
527 檔
11.9%
At the close of Q1 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management disclosed equity holdings valued at approximately $6.9B, spread across 527 reported holdings.
During Q1 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 527 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.83% | -0.05% | -16.94% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.68% | -0.43% | +1.74% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.64% | +0.68% | +0.15% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.62% | -0.45% | +3.78% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.86% | -0.11% | +3.77% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.02% | +0.24% | +5.21% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.77% | -0.24% | +1.45% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.64% | +0.01% | +3.41% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.55% | +0.06% | +4.63% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.53% | -0.20% | +4.22% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.07% | -24.44% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.16% | +7.79% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.98% | -0.18% | +2.94% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.97% | -0.16% | +2.47% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.61% | -0.02% | +2.90% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.49% | -0.13% | +2.46% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.48% | -0.08% | -5.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | +0.05% | -1.28% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.41% | -0.05% | +0.87% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.12% | -0.06% | -3.50% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.00% | -0.09% | +4.80% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.04% | +3.13% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.78% | -0.06% | -0.40% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.77% | -0.05% | +4.36% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | -0.02% | +0.82% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.05% | +16.06% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.02% | -1.21% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.58% | -0.05% | +2.73% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.57% | -0.02% | +7.66% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | -0.01% | +0.09% | |
| 31 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.55% | -0.04% | +0.30% | |
| 32 | NVR | Nvr Inc | Stock-Consumer Disc | 0.54% | -0.01% | +5.02% | |
| 33 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.54% | -0.02% | +11.13% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.52% | +0.02% | +19.30% | |
| 35 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.52% | -0.01% | +4.54% | |
| 36 | OZ | Belpointe Prep Llc- Class A | Stock-Other | 0.50% | -0.07% | -1.53% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.04% | +8.48% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.15% | -8.42% | |
| 39 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.45% | -0.03% | +4.89% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | -0.02% | +1.70% | |
| 41 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.42% | — | +18.70% | |
| 42 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.42% | -0.02% | -0.98% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.18% | +7.77% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.42% | -0.01% | -4.66% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | -0.05% | +8.16% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.10% | +6.11% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | +10.61% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | +0.02% | +12.69% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.39% | -0.08% | +1.57% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | — | -4.93% |
According to official SEC Form 13F filings, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported a total U.S. public equity portfolio value of $6.9B across 527 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, VCSH, MTUM) accounted for 11.9% of total reported equity market value during Q1 2024.
During Q1 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included NVDA (6.8%)、VCSH (4.7%)、MTUM (4.6%). The largest single position, NVDA, represented 6.8% of total portfolio value.
In Q1 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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