Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
987 holdingsFiling period: 2026-03-31Current AUM: $6.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.12M | $370.6M | $426.6M | 6.57% | +165.0K | 2026-03-31 |
| 2 | QUAL | ISHARES TR | 1.77M | $338.9M | $387.5M | 5.97% | +2.3K | 2026-03-31 |
| 3 | IQLT | ISHARES TR | 6.84M | $316.2M | $343.2M | 5.28% | +395.3K | 2026-03-31 |
| 4 | VTIP | VANGUARD MALVERN FDS | 4.89M | $244.3M | $242.9M | 3.74% | +237.4K | 2026-03-31 |
| 5 | MTUM | ISHARES TR | 960.4K | $230.5M | $287.7M | 4.43% | -13,778 | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 2.74M | $217.1M | $215.3M | 3.32% | +309.8K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 612.4K | $155.4M | $189.2M | 2.91% | -8,927 | 2026-03-31 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 3.19M | $154.8M | $177.6M | 2.73% | +136.2K | 2026-03-31 |
| 9 | EFV | ISHARES TR | 2.01M | $149.4M | $162.5M | 2.50% | +80.5K | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 1.98M | $138.4M | $154.0M | 2.37% | +42.9K | 2026-03-31 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | 1.39M | $115.2M | $113.1M | 1.74% | +20.9K | 2026-03-31 |
| 12 | DFIV | DIMENSIONAL ETF TRUST | 1.79M | $94.2M | $102.3M | 1.57% | -22,311 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 220.7K | $81.7M | $102.6M | 1.58% | -8,886 | 2026-03-31 |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | 1.15M | $67.3M | $66.8M | 1.03% | +43.4K | 2026-03-31 |
| 15 | VTV | VANGUARD INDEX FDS | 340.2K | $66.7M | $74.8M | 1.15% | -2,237 | 2026-03-31 |
| 16 | AVDV | AMERICAN CENTY ETF TR | 630.6K | $63.0M | $66.0M | 1.02% | +18.2K | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 96.7K | $62.9M | $72.3M | 1.11% | -1,947 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 295.6K | $61.6M | $80.3M | 1.24% | +532 | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 105.9K | $60.6M | $59.0M | 0.91% | -1,048 | 2026-03-31 |
| 20 | DFMC | DFA INVT DIMENSIONS GROUP IN | 1.15M | $58.7M | $69.2M | 1.07% | -- | 2026-03-31 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 898.9K | $57.6M | $63.5M | 0.98% | -10,064 | 2026-03-31 |
| 22 | DFAT | DIMENSIONAL ETF TRUST | 914.1K | $57.1M | $64.7M | 1.00% | -4,312 | 2026-03-31 |
| 23 | QGRW | WISDOMTREE TR | 1.02M | $54.6M | $66.4M | 1.02% | +297.6K | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 170.4K | $48.9M | $60.8M | 0.94% | +19.0K | 2026-03-31 |
| 25 | AVUV | AMERICAN CENTY ETF TR | 414.7K | $45.8M | $51.9M | 0.80% | +19.9K | 2026-03-31 |
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