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CIK: 0001510434
Total reported value
$6.9B
$6.9B
891 檔
21.6%
During the Q4 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 891 reported positions.
In Q4 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 891 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.51% | -0.05% | +19.15% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.24% | -0.11% | +78.95% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 5.22% | +0.24% | +84.77% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.34% | +0.68% | -5.49% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.10% | -0.45% | +8.21% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.45% | -0.43% | +3.96% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.07% | +2.82% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.54% | +0.01% | +6.13% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.45% | -0.20% | +3.07% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.32% | +0.06% | +9.90% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.04% | -0.24% | +3.60% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.16% | +0.99% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.61% | -0.18% | -1.45% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.59% | -0.16% | +6.40% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.15% | +2.27% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.04% | +10.41% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.05% | +2.08% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | -0.08% | -1.17% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.16% | -0.13% | +5.64% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.02% | -0.09% | +3.10% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | -0.06% | +1.14% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.97% | -0.05% | +1.34% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.10% | -4.26% | |
| 24 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.76% | +0.18% | +15576.36% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.72% | +0.02% | +9.33% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.02% | +6.73% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.18% | +4.89% | |
| 28 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.63% | -0.02% | +6.74% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.02% | +18.12% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.05% | +9.14% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.54% | -0.02% | +5.12% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.54% | -0.06% | -1.28% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.50% | -0.02% | -0.11% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.49% | -0.02% | -1.00% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | +0.02% | +8.97% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.04% | -9.36% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.48% | -0.05% | -0.63% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.01% | +7.55% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.45% | -0.01% | -2.72% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | -2.35% | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.41% | +0.02% | +0.14% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.40% | -0.01% | +0.44% | |
| 43 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.39% | -0.04% | +5.95% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.38% | +0.02% | +3.21% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | +0.04% | +1.90% | |
| 46 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.36% | +0.01% | +2.12% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.35% | -0.02% | +5.75% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.09% | +1.68% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.05% | -3.66% | |
| 50 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.34% | -0.02% | +7.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | +2.4% | +78.95% | Add |
| 2 | IQLT | Ishares Msci International Q | +2.1% | +84.77% | Add |
| 3 | QGRW | Wisdomtree US Quality Growth | +0.8% | +15576.36% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +19.15% | Add |
| 5 | AMD | Advanced Micro Devices | +0.1% | +63.91% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -4.26% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.1% | +1.99% | Add |
| 8 | MU | Micron Technology Inc | +0.1% | -3.63% | Trim |
| 9 | AMZN | Amazon.com Inc | 0% | +10.41% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | -2.35% | Trim |
| 11 | JNJ | Johnson & Johnson | 0% | +14.43% | Add |
| 12 | INTC | Intel CORP | 0% | +91.63% | Add |
| 13 | TSLA | Tesla Inc | 0% | +18.12% | Add |
| 14 | CSCO | Cisco Systems Inc | 0% | +4.89% | Add |
| 15 | CAT | Caterpillar Inc | 0% | +17.02% | Add |
| 16 | LRCX | Lam Research CORP | 0% | -2.55% | Trim |
| 17 | AVGO | Broadcom Inc | 0% | +9.14% | Add |
| 18 | CMI | Cummins Inc | 0% | -3.16% | Trim |
| 19 | AVUV | Avantis US Small Cap Value | — | +9.33% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | — | +8.97% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | 0% | +9.90% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +7.55% | Add |
| 23 | SCHC | Schwab Intl Small-cap Equity | 0% | +6.74% | Add |
| 24 | SCHX | Schwab US Large-cap ETF | 0% | +5.12% | Add |
| 25 | DFUV | Dimensional US Marketwide Va | 0% | +6.13% | Add |
| 26 | AVDV | Avantis Intl S/c Value ETF | 0% | +3.10% | Add |
| 27 | FISV | Fiserv Inc | -0.1% | +8.51% | Add |
| 28 | CPNG | Coupang Inc | -0.1% | -3.08% | Trim |
| 29 | AAPL | Apple Inc | -0.1% | +2.82% | Add |
| 30 | VGSH | Vanguard Short-term Treasury | -0.1% | +5.64% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.14% | Add |
| 32 | DFIV | Dimensional International Va | -0.1% | -1.45% | Trim |
| 33 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +3.07% | Add |
| 34 | NFLX | Netflix Inc | -0.1% | +868.13% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +2.08% | Add |
| 36 | COST | Costco Wholesale CORP | -0.1% | -3.66% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -9.36% | Trim |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | +6.40% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | +0.72% | Add |
| 40 | ADP | Automatic Data Processing | -0.1% | -19.05% | Trim |
| 41 | VCIT | Vanguard Int-term Corporate | -0.2% | +3.60% | Add |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | -35.24% | Trim |
| 43 | VTIP | Vanguard Short-term Tips | -0.3% | +8.21% | Add |
| 44 | META | Meta Platforms Inc-class A | -0.3% | +2.27% | Add |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | +3.96% | Add |
| 46 | MSFT | Microsoft CORP | -0.4% | +0.99% | Add |
| 47 | MTUM | Ishares Msci USA Momentum Fa | -1% | -5.49% | Trim |
| 48 | KAT | Scharf ETF | — | NEW | New buy |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 50 | BSCW | Invesco Bulletshares 2032 Cb | — | 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 891 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QUAL, IQLT) accounted for 21.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
KAT
市值: $6.6M
Top Position Liquidated / Trimmed
BSCP
前期市值: $3.4M
During Q4 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included NVDA (6.5%)、QUAL (6.2%)、IQLT (5.2%). The largest single position, NVDA, represented 6.5% of total portfolio value.
In Q4 2025, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 12 holdings, and fully liquidating 1 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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