Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma

Est. AUM

$3.18B

13F long equity only

Positions

991

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MALVERN FDS	STRM INFPROIDX	$242.1M	4,847,210	7.63%	SOLE
2	ISHARES TR	MSCI USA MMENTM	$229.8M	957,379	7.24%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$217.0M	2,737,877	6.84%	SOLE
4	NVIDIA CORPORATION	COM	$185.0M	1,060,902	5.83%	SOLE
5	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$153.5M	3,167,628	4.83%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$137.2M	1,967,448	4.32%	SOLE
7	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$115.1M	1,390,971	3.63%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$93.7M	1,775,278	2.95%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$60.7M	93,314	1.91%	SOLE
10	DFA INVT DIMENSIONS GROUP IN	U.S. MICRO CAP P	$58.7M	1,154,128	1.85%	SOLE
11	AMAZON COM INC	COM	$58.2M	279,652	1.83%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$57.5M	896,989	1.81%	SOLE
13	DIMENSIONAL ETF TRUST	US TARGETED VLU	$57.0M	912,367	1.79%	SOLE
14	META PLATFORMS INC	CL A	$56.3M	98,386	1.77%	SOLE
15	WISDOMTREE TR	US QUALITY GROW	$54.6M	1,021,046	1.72%	SOLE
16	CISCO SYS INC	COM	$35.6M	458,535	1.12%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$27.6M	710,928	0.87%	SOLE
18	ISHARES TR	ESG AW MSCI EAFE	$26.9M	281,817	0.85%	SOLE
19	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$24.9M	678,278	0.79%	SOLE
20	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.5M	316,396	0.71%	SOLE
21	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$21.9M	1,233,922	0.69%	SOLE
22	ALPHABET INC	CAP STK CL A	$21.4M	74,357	0.67%	SOLE
23	VANGUARD WELLINGTON FD	US MOMENTUM	$21.0M	106,628	0.66%	SOLE
24	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$20.1M	452,292	0.63%	SOLE
25	COSTCO WHOLESALE CORPORATION	COM	$20.0M	20,049	0.63%	SOLE
26	VANGUARD WORLD FD	MEGA CAP INDEX	$19.7M	83,277	0.62%	SOLE
27	NUSHARES ETF TR	NUVEEN ESG LRGVL	$18.3M	401,443	0.58%	SOLE
28	VANGUARD WORLD FD	MEGA GRWTH IND	$17.9M	48,666	0.56%	SOLE
29	CUMMINS INC	COM	$17.8M	33,054	0.56%	SOLE
30	ISHARES TR	EAFE GRWTH ETF	$17.7M	158,681	0.56%	SOLE
31	JOHNSON & JOHNSON	COM	$16.9M	68,967	0.53%	SOLE
32	VANGUARD WORLD FD	MEGA CAP VAL ETF	$16.7M	114,995	0.52%	SOLE
33	VANGUARD INDEX FDS	LARGE CAP ETF	$16.5M	55,294	0.52%	SOLE
34	EXXON MOBIL CORP	COM	$16.1M	94,758	0.51%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$15.6M	27,067	0.49%	SOLE
36	AT&T INC	COM	$14.8M	510,085	0.47%	SOLE
37	VANGUARD INDEX FDS	SMALL CP ETF	$13.7M	52,484	0.43%	SOLE
38	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$13.6M	413,328	0.43%	SOLE
39	ELI LILLY & CO	COM	$13.4M	14,564	0.42%	SOLE
40	BELPOINTE PREP LLC	UNIT RP LTD LB A	$13.1M	246,631	0.41%	SOLE
41	APPLE INC	COM	$12.8M	50,561	0.40%	OTR
42	ISHARES TR	ESG AWARE MSCI	$12.3M	262,528	0.39%	SOLE
43	ISHARES INC	ESG AWR MSCI EM	$12.3M	271,331	0.39%	SOLE
44	SCHWAB STRATEGIC TR	US SML CAP ETF	$12.1M	414,677	0.38%	SOLE
45	GILEAD SCIENCES INC	COM	$11.8M	84,707	0.37%	SOLE
46	WESTERN DIGITAL CORP	COM	$11.7M	43,300	0.37%	SOLE
47	NETFLIX INC.	COM	$11.6M	121,154	0.37%	SOLE
48	SPDR INDEX SHS FDS	STATE STREET SPD	$11.1M	168,148	0.35%	SOLE
49	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$10.9M	73,375	0.34%	SOLE
50	ANALOG DEVICES INC	COM	$10.7M	33,578	0.34%	SOLE

1–50 of 991

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.