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CIK: 0001510434
Total reported value
$6.9B
$6.9B
646 檔
12.7%
During the Q1 2025 filing period, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (CIK: 0001510434) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.9B across 646 reported positions.
In Q1 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 646 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.30% | +0.68% | +2.40% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.98% | -0.45% | +3.99% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.41% | -0.43% | +0.64% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.39% | -0.11% | +4.12% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 3.26% | +0.24% | +10.74% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.93% | +0.01% | +4.81% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.07% | +9.54% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.63% | -0.24% | +1.65% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.60% | -0.20% | +3.67% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | -0.05% | +23.58% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.36% | +0.06% | +2.91% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.94% | -0.16% | +5.39% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.16% | +3.92% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.88% | -0.18% | +1.06% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.48% | -0.13% | +1.58% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.05% | +1.73% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.08% | +2.92% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.15% | +0.71% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.18% | -0.05% | +3.50% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | -0.06% | +3.66% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.00% | -0.09% | +5.98% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.04% | +11.08% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.05% | +16.28% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.89% | -0.02% | +2.52% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.18% | +11.65% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.66% | +0.02% | +10.40% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.65% | -0.06% | +0.54% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.62% | -0.02% | -2.61% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.61% | -0.05% | -1.40% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.59% | -0.02% | +8.88% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | -0.02% | +6.31% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.10% | +46.59% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | +0.03% | +509.91% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.51% | -0.05% | -2.76% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | +0.02% | +16.40% | |
| 36 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.49% | -0.04% | -1.60% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | -0.02% | +597.23% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.03% | +11.06% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | -0.01% | -2.69% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.01% | +928.72% | |
| 41 | FISV | Fiserv Inc | Stock-Other | 0.44% | -0.01% | +871.03% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.04% | +15.38% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.09% | +350.55% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.03% | +768.22% | |
| 45 | OZ | Belpointe Prep Llc- Class A | Stock-Other | 0.42% | -0.07% | -1.81% | |
| 46 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.41% | -0.03% | -0.33% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | -0.02% | +3.85% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.02% | -8.51% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.01% | +129.22% |
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 646 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MTUM, VTIP, VCSH) accounted for 12.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
MTUM
市值: $206.2M
During Q1 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included MTUM (5.3%)、VTIP (5.0%)、VCSH (4.4%). The largest single position, MTUM, represented 5.3% of total portfolio value.
In Q1 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 50 total portfolio adjustments, initiating 50 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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