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CIK: 0001510434
Total reported value
$6.9B
$6.9B
790 檔
17.0%
The Q3 2025 SEC filing reveals that Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held a total portfolio value of $6.9B, covering 790 public equity positions.
In Q3 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management displayed an active expansion posture, initiating 3 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MTUM, VTIP) accounted for 17.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
PWR
市值: $10.6M
Top Position Liquidated / Trimmed
QUAL
前期市值: $170.5M
Showing top 200 holdings (of 790 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.14% | -0.05% | +43.16% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.29% | +0.68% | -0.05% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.36% | -0.45% | +5.30% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.84% | -0.11% | +3.77% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.74% | -0.43% | +3.56% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.08% | +0.24% | +4.79% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.07% | +1.76% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.58% | +0.01% | +5.55% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.54% | -0.20% | +2.88% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.16% | +9.04% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.33% | +0.06% | +0.49% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.23% | -0.24% | +2.65% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.70% | -0.16% | +5.26% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.69% | -0.18% | +0.54% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.15% | +16.41% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -0.08% | -1.01% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | +0.05% | -1.31% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.23% | -0.13% | +3.44% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.04% | +24.59% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | -0.06% | -1.28% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.06% | -0.09% | +2.68% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 1.06% | -0.05% | -1.76% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.10% | +12.49% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.02% | +3.92% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.72% | +0.02% | +9.43% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.66% | -0.02% | +4.19% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.61% | -0.06% | -0.42% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.18% | +2.87% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.02% | -4.47% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.04% | +40.78% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.05% | +8.33% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.57% | -0.02% | -1.38% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | -0.02% | -1.24% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.02% | -0.32% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.53% | -0.05% | +0.35% | |
| 36 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.52% | -0.01% | -2.90% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | +0.02% | +10.63% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.48% | -0.03% | +8.89% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.01% | +10.64% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.44% | -0.01% | +1.44% | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.43% | +0.02% | -0.44% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | -0.02% | +1.08% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.05% | -29.31% | |
| 44 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.41% | -0.04% | +0.32% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.41% | +0.02% | +14.28% | |
| 46 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.40% | +0.01% | -3.35% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.39% | +0.04% | +17.57% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.05% | +3.75% | |
| 49 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.37% | -0.02% | +4.14% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | +0.01% | +14.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.6% | +43.16% | Add |
| 2 | DUHP | Dimensional US High Profi Et | +0.5% | -2.90% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +9.04% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +8.33% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +16.41% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +1.76% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | -4.47% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +24.59% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +12.49% | Add |
| 10 | SCHX | Schwab US Large-cap ETF | +0.2% | -1.38% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +40.78% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | +184.99% | Add |
| 13 | VFMO | Vanguard US Momentum Factor | +0.1% | -3.35% | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | +168.21% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.75% | Add |
| 16 | IWC | Ishares Micro-cap ETF | +0.1% | -0.44% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +10.64% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | +0.56% | Trim |
| 19 | SCHC | Schwab Intl Small-cap Equity | +0.1% | +4.19% | Add |
| 20 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +17.57% | Add |
| 21 | BNY | Bank Of New York Mellon CORP | +0.1% | +17.26% | Add |
| 22 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +2.68% | Add |
| 23 | AVUV | Avantis US Small Cap Value | +0.1% | +9.43% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.38% | Add |
| 25 | MGC | Vanguard Mega Cap ETF | 0% | +14.28% | Add |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +8.89% | Add |
| 27 | SCHF | Schwab Intl Equity ETF | — | +10.63% | Add |
| 28 | MTUM | Ishares Msci USA Momentum Fa | 0% | -0.05% | Add |
| 29 | VTV | Vanguard Value ETF | 0% | -1.01% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +0.49% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.31% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +2.88% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.28% | Add |
| 34 | DFAT | Dimensional US Target Value | -0.1% | -1.76% | Add |
| 35 | IQLT | Ishares Msci International Q | -0.2% | +4.79% | Add |
| 36 | DFIV | Dimensional International Va | -0.2% | +0.54% | Trim |
| 37 | EMR | Emerson Electric Co | -0.2% | -95.06% | Trim |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.2% | +5.26% | Add |
| 39 | HPQ | Hp Inc | -0.2% | -70.90% | Trim |
| 40 | TXN | Texas Instruments Inc | -0.2% | -43.41% | Trim |
| 41 | FISV | Fiserv Inc | -0.3% | -44.32% | Trim |
| 42 | DFUV | Dimensional US Marketwide Va | -0.4% | +5.55% | Add |
| 43 | VCIT | Vanguard Int-term Corporate | -0.4% | +2.65% | Add |
| 44 | COST | Costco Wholesale CORP | -0.5% | -29.31% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.6% | +3.77% | Trim |
| 46 | VTIP | Vanguard Short-term Tips | -0.6% | +5.30% | Add |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | -0.7% | +3.56% | Add |
| 48 | PWR | Quanta Services Inc | — | NEW | New buy |
| 49 | CPNG | Coupang Inc | — | NEW | New buy |
| 50 | WDC | Western Digital CORP | — | NEW | New buy |
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 790 disclosed positions in Q3 2025.
During Q3 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included NVDA (6.1%)、MTUM (5.3%)、VTIP (4.4%). The largest single position, NVDA, represented 6.1% of total portfolio value.
In Q3 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 50 total portfolio adjustments, initiating 3 new buys, adding to 39 positions, trimming 8 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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