EdgeMarket › What Empirical Financial Services, Llc D.B.A. Empirical Wealth Management reported owning
What Empirical Financial Services, Llc D.B.A. Empirical Wealth Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.8BPositions
996Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 341.4M | 5.9% | 2.0M | 214.72 | +22.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 338.9M | 5.9% | 1.8M | 223.22 | +19.3% |
| IQLT iShares MSCI Intl Quality Factor ETF | 316.2M | 5.5% | 6.8M | 52.06 | +20.1% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 244.3M | 4.2% | 4.9M | 49.79 | -1.1% |
| MTUM iShares MSCI USA Momentum Factor ETF | 230.5M | 4.0% | 960.4K | 305.17 | +25.7% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 217.1M | 3.8% | 2.7M | 78.59 | -1.3% |
| AAPL Apple Inc. | 155.4M | 2.7% | 612.4K | 309.35 | +36.9% |
| DFUV Dimensional US Marketwide Value ETF | 154.8M | 2.7% | 3.2M | 57.43 | +31.9% |
| EFV iShares MSCI EAFE Value ETF | 149.4M | 2.6% | 2.0M | 82.23 | +21.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 138.4M | 2.4% | 2.0M | 81.57 | +31.9% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 115.2M | 2.0% | 1.4M | 81.05 | -2.5% |
| DFIV Dimensional International Value ETF | 94.2M | 1.6% | 1.8M | 58.31 | +27.8% |
| MSFT MICROSOFT CORP | 81.7M | 1.4% | 220.7K | 483.24 | -4.4% |
| VGSH Vanguard Short-Term Treasury ETF | 67.3M | 1.2% | 1.2M | 58.13 | -0.9% |
| VTV Vanguard Morningstar Value ETF | 66.7M | 1.2% | 340.2K | 226.40 | +24.6% |
| AVDV Avantis International Small Cap Value ETF | 63.0M | 1.1% | 630.6K | 111.95 | +32.8% |
| SPY SPDR S&P 500 ETF TRUST | 62.7M | 1.1% | 96.4K | 765.72 | +20.0% |
| AMZN AMAZON COM INC | 61.6M | 1.1% | 295.6K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 60.6M | 1.0% | 105.9K | 549.90 | -26.5% |
| DFMC U.S. Micro Cap Portfolio: ETF Class Shares | 58.7M | 1.0% | 1.2M | 60.98 | — |
| VEA Vanguard FTSE Developed Markets ETF | 57.6M | 1.0% | 898.9K | 73.42 | +24.7% |
| DFAT Dimensional U.S. Targeted Value ETF | 57.1M | 1.0% | 914.1K | 71.67 | +26.9% |
| QGRW WisdomTree U.S. Quality Growth Fund | 54.6M | 0.9% | 1.0M | 66.87 | +24.1% |
| GOOG Alphabet Inc. | 48.9M | 0.8% | 170.4K | 341.75 | +70.7% |
| AVUV Avantis U.S. Small Cap Value ETF | 45.8M | 0.8% | 414.7K | 126.45 | +33.2% |
| VNQ Vanguard Real Estate ETF | 40.4M | 0.7% | 455.5K | 98.50 | +8.6% |
| SCHC Schwab International Small-Cap Equity ETF | 40.1M | 0.7% | 857.1K | 51.25 | +17.4% |
| SJNK State Street SPDR Bloomberg Short Term High Yi | 37.2M | 0.6% | 1.5M | 24.87 | -2.0% |
| CSCO CISCO SYSTEMS, INC. | 36.9M | 0.6% | 475.8K | 111.04 | +65.5% |
| AVGO Broadcom Inc. | 30.6M | 0.5% | 98.8K | 368.45 | +26.5% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 30.1M | 0.5% | 206.4K | 160.06 | +15.9% |
| TSLA Tesla, Inc. | 29.3M | 0.5% | 78.7K | 362.86 | +12.0% |
| SCHF Schwab International Equity ETF | 28.0M | 0.5% | 1.1M | 28.46 | +24.7% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 27.9M | 0.5% | 128.5K | 249.18 | +22.7% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 27.6M | 0.5% | 710.9K | 45.61 | +22.8% |
| SCHX Schwab U.S. Large-Cap ETF | 27.0M | 0.5% | 1.1M | 30.21 | +19.6% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 26.9M | 0.5% | 281.8K | 107.31 | +17.0% |
| JPM JPMORGAN CHASE & CO | 25.5M | 0.4% | 86.8K | 351.58 | +20.3% |
| DUHP Dimensional US High Profitability ETF | 24.9M | 0.4% | 678.3K | 42.41 | +15.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 24.8M | 0.4% | 77.2K | 378.24 | +20.5% |
| GOOGL Alphabet Inc. | 24.3M | 0.4% | 84.3K | 344.82 | +73.0% |
| MO ALTRIA GROUP, INC. | 23.7M | 0.4% | 359.3K | 66.09 | -2.2% |
| DFAS Dimensional U.S. Small Cap ETF | 22.6M | 0.4% | 317.3K | 83.02 | +25.5% |
| IWC iShares Microcap ETF | 22.5M | 0.4% | 140.7K | 198.14 | +45.6% |
| FPE First Trust Preferred Securities and Income ET | 22.0M | 0.4% | 1.2M | 17.66 | -2.6% |
| WMT Walmart Inc. | 21.9M | 0.4% | 176.3K | 103.70 | +1.1% |
| JNJ JOHNSON & JOHNSON | 21.8M | 0.4% | 89.3K | 270.24 | +51.1% |
| VFMO Vanguard U.S. Momentum Factor ETF | 21.5M | 0.4% | 109.2K | 232.52 | +32.2% |
| COST COSTCO WHOLESALE CORP /NEW | 21.4M | 0.4% | 21.5K | 947.74 | -4.7% |
| MGC Vanguard Morningstar Mega Cap ETF | 21.1M | 0.4% | 89.4K | 280.14 | +20.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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