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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
hedge fundUpdated 9 days agoManaged by Empirical Financial Services, Llc D.B.A. Empirical Wealth Management • Latest filing Q3 2026
Portfolio value
$7.4B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
98.9%
Weight of largest holdings
Annualized return
47.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $5B |
| Q4 2025 | $5.6B |
| Q1 2026 | $5.8B |
| Q2 2026 | $6.9B |
| Q3 2026 | $7.4B |
Top holdings
2,055 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $404.6M | 8.18M | 5.48% | Added(+4.3%) | |
| 2 | $398.3M | 1.79M | 5.39% | Added(+0.8%) | |
| 3 | $317.6M | 1.39M | 4.30% | Added(+1095.8%) | |
| 4 | $293.1M | 923.5K | 3.97% | Added(+13235.4%) | |
| 5 | $262.6M | 5.34M | 3.56% | Added(+12069.2%) | |
| 6 | $230.9M | 1.01M | 3.13% | Added(+769.4%) | |
| 7 | $226.5M | 2.93M | 3.07% | Added(+215027.9%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $189.7M | 3.45M | 2.57% | Added(+5492.7%) |
| 9 | $184.9M | 555.2K | 2.50% | Added(+663.1%) | |
| 10 | $175M | 2.21M | 2.37% | Added(+6.0%) | |
| 11 | $168.6M | 2.08M | 2.28% | Added(+3.7%) | |
| 12 | $117.1M | 1.49M | 1.59% | Added(+208092.6%) | |
| 13 | $115.4M | 225.0K | 1.56% | Added(+1765.2%) | |
| 14 | $101.9M | 1.82M | 1.38% | Trimmed(-0.0%) | |
| 15 | $91M | 125.5K | 1.23% | Added(+22.8%) | |
| 16 | $83.6M | 1.22M | 1.13% | Added(+20814.3%) | |
| 17 | $78.1M | 102.4K | 1.06% | Added(+12701.3%) | |
| 18 | $77.2M | 310.1K | 1.05% | Added(+30905.1%) | |
| 19 | ? N/A AMERICAN CENTY ETF TR | $75.9M | 694.2K | 1.03% | Added(+6.4%) |
| 20 | ? N/A DFA INVT DIMENSIONS GROUP IN | $74.7M | 1.31M | 1.01% | Added(+6.0%) |