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CIK: 0001510434
Total reported value
$6.9B
$6.9B
984 檔
21.9%
At the close of Q1 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management disclosed equity holdings valued at approximately $6.9B, spread across 984 reported holdings.
In Q1 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management displayed an active expansion posture, initiating 16 new positions and adding to 117 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 984 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | -0.05% | +8.42% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.86% | -0.11% | +0.13% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 5.47% | +0.24% | +6.13% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.22% | -0.45% | +5.10% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.98% | +0.68% | -1.41% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.75% | -0.43% | +12.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.07% | -1.44% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.68% | +0.01% | +4.46% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.58% | -0.20% | +4.17% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.39% | +0.06% | +2.21% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.99% | -0.24% | +1.53% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.63% | -0.18% | -1.23% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.16% | -3.87% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.16% | -0.13% | +3.92% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | -0.08% | -0.65% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.09% | -0.09% | +2.97% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.05% | -1.97% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.04% | +0.18% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.15% | -0.98% | |
| 20 | DFMC | US Micro Cap Portfolio ETF | ETF-Other | 1.01% | +0.09% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | -0.06% | -1.11% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.99% | -0.05% | -0.47% | |
| 23 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.94% | +0.18% | +41.13% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.10% | +12.56% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.79% | +0.02% | +5.04% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.02% | +6.09% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.69% | -0.02% | +10.29% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.64% | -0.16% | -57.77% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.18% | +2.55% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.05% | +4.65% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.52% | -0.06% | -2.35% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.02% | +1.51% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | +0.02% | -1.69% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.48% | -0.02% | -1.88% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.48% | -0.02% | -0.62% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.02% | -6.86% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | -0.05% | -0.09% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.01% | +6.64% | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.43% | -0.01% | +1.29% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.04% | -4.02% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.05% | +9.02% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | -0.02% | +4.23% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.39% | -0.01% | -1.96% | |
| 44 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.39% | +0.02% | -3.67% | |
| 45 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.38% | -0.04% | +4.35% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | -0.16% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | +6.25% | |
| 48 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.37% | +0.01% | +2.91% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.05% | -3.70% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.37% | +0.02% | +4.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +12.75% | Add |
| 2 | IQLT | Ishares Msci International Q | +0.3% | +6.13% | Add |
| 3 | QGRW | Wisdomtree US Quality Growth | +0.2% | +41.13% | Add |
| 4 | DFUV | Dimensional US Marketwide Va | +0.1% | +4.46% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +4.17% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.1% | +5.10% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +7.23% | Add |
| 8 | PG | Procter & Gamble Co/the | +0.1% | +122.09% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.21% | Add |
| 10 | AVUV | Avantis US Small Cap Value | +0.1% | +5.04% | Add |
| 11 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +2.97% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +15.22% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +11.60% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.25% | Add |
| 15 | T | At&t Inc | +0.1% | +18.96% | Add |
| 16 | SCHC | Schwab Intl Small-cap Equity | +0.1% | +10.29% | Add |
| 17 | MO | Altria Group Inc | +0.1% | +4.23% | Add |
| 18 | WDC | Western Digital CORP | +0.1% | -7.42% | Trim |
| 19 | DELL | Dell Technologies -c | +0.1% | +2.90% | Add |
| 20 | AMAT | Applied Materials Inc | +0.1% | +11.98% | Add |
| 21 | PWR | Quanta Services Inc | 0% | -3.44% | Trim |
| 22 | MU | Micron Technology Inc | 0% | +9.40% | Add |
| 23 | VUG | Vanguard Growth ETF | 0% | +57.57% | Add |
| 24 | GLW | Corning Inc | 0% | -22.20% | Trim |
| 25 | WMT | Walmart Inc | 0% | -0.16% | Trim |
| 26 | COST | Costco Wholesale CORP | 0% | -3.70% | Trim |
| 27 | VT | Vanguard Tot World Stk ETF | 0% | +73.55% | Add |
| 28 | GEV | GE Vernova Inc | 0% | +27.21% | Add |
| 29 | FEM | First Trust Emerging Markets | 0% | +1.94% | Add |
| 30 | CAT | Caterpillar Inc | 0% | -3.35% | Trim |
| 31 | BKR | Baker Hughes Co | 0% | +1.54% | Add |
| 32 | LMT | Lockheed Martin CORP | 0% | +171.34% | Add |
| 33 | GILD | Gilead Sciences Inc | 0% | +1.76% | Add |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +209.19% | Add |
| 35 | DFIV | Dimensional International Va | 0% | -1.23% | Trim |
| 36 | VNQ | Vanguard Real Estate ETF | 0% | +6.09% | Add |
| 37 | DFAT | Dimensional US Target Value | 0% | -0.47% | Trim |
| 38 | BNY | Bank Of New York Mellon CORP | 0% | +6.75% | Add |
| 39 | GRMN | Garmin Ltd. | 0% | +26.95% | Add |
| 40 | TMUS | T-mobile US Inc | 0% | +25.74% | Add |
| 41 | MPWR | Monolithic Power Systems Inc | 0% | +11.41% | Add |
| 42 | MRK | Merck & Co. Inc. | 0% | +19.09% | Add |
| 43 | ORLY | O'reilly Automotive Inc | 0% | +26.02% | Add |
| 44 | SCHD | Schwab US Dvd Equity ETF | 0% | +45.72% | Add |
| 45 | EME | Emcor Group Inc | 0% | +7.40% | Add |
| 46 | ADI | Analog Devices Inc | 0% | -3.96% | Trim |
| 47 | FAST | Fastenal Co | 0% | +153.09% | Add |
| 48 | SCHK | Schwab 1000 Index ETF | 0% | +533.59% | Add |
| 49 | NEE | Nextera Energy Inc | 0% | +45.21% | Add |
| 50 | TJX | Tjx Companies Inc | 0% | +7.86% | Add |
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 984 disclosed positions in Q1 2026.
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 21.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFMC
市值: $58.7M
Top Position Liquidated / Trimmed
1RG
前期市值: $1.9M
During Q1 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included NVDA (6.4%)、QUAL (5.9%)、IQLT (5.5%). The largest single position, NVDA, represented 6.4% of total portfolio value.
In Q1 2026, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 200 total portfolio adjustments, initiating 16 new buys, adding to 117 positions, trimming 58 holdings, and fully liquidating 9 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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